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Alkem Laboratories Ltd

Alkem Laboratories Ltd (ALKEM IN): Shifting Focus to Chronic Segment to Yield Result in Long-Term

354 Views11 Feb 2025 02:30
SUMMARY
  • Alkem Laboratories Ltd (ALKEM IN) has announced twin acquisitions in medical devices and dermatology space. The acquisitions will further strengthen Alkem’s positioning in the domestic market.
  • Alkem has reported Q3FY25 result, with mainstay domestic business showing 6% YoY growth. EBITDA margin improved to 22.5% (Q3FY24: 21.3% and Q2FY25: 22.0%).
  • Alkem’s inclination toward acute and NELM segments has been a reason for its historically cheaper valuation. However, with portfolio expansion toward high-margin chronic segment should place Alkem for re-rating.
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