🔍

ALIVUS - Alivus Life

📊 NSE: ALIVUS 🏢 Pharmaceuticals - Indian - Bulk Drugs & Formln 📅 Last Updated: 12/13/2025 18:08

📢 Recent Corporate Announcements

Alivus Life Sciences to Meet Millennium Capital Management on March 17

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 12 Mar 2026, 04:57 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has scheduled a one-on-one meeting with Millennium Capital Management. The meeting is set to take place in person in Mumbai on March 17, 2026. This disclosure is a routine filing under Regulation 30 of SEBI (LODR) Regulations, 2015. Such meetings are standard practice for listed companies to engage with institutional investors regarding business outlook.

One-on-one meeting scheduled with Millennium Capital Management on March 17, 2026.
The interaction will be held in-person in Mumbai.
Disclosure made in compliance with SEBI (Listing Obligation and Disclosure Requirements) Regulations.
Company recently rebranded from Glenmark Life Sciences Limited to Alivus Life Sciences Limited.

💡 No immediate action is required as this is a routine investor interaction. Investors may monitor the exchange for any corporate presentations shared during or after the meeting.

Alivus Life Sciences Schedules Investor Meetings with ICICI Direct and Others in March 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Mar 2026, 04:55 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has scheduled a series of one-on-one meetings with institutional investors and analysts. The company will hold a virtual meeting with ICICI Direct on March 12, 2026. This will be followed by in-person meetings in Mumbai with Green Lantern Capital and S Four Capital on March 16, 2026. These meetings are part of the company's ongoing investor relations engagement following its recent rebranding.

Virtual one-on-one meeting scheduled with ICICI Direct for March 12, 2026
In-person meetings with Green Lantern Capital and S Four Capital on March 16, 2026, in Mumbai
All three scheduled interactions are categorized as one-on-one meetings
Company confirms the schedule is subject to change based on exigencies

💡 Investors should monitor the company's website for any investor presentations or transcripts that may be uploaded following these meetings. No immediate action is required as these are routine corporate interactions.

Alivus Life Sciences to Resume API Production at Fire-Affected Dahej Block by March 1, 2026

🟡 NEUTRAL ⭐ 6/10

REGULATORY 📅 25 Feb 2026, 07:51 PM

Alivus Life Sciences has provided a recovery update following a fire incident on February 14, 2026, at its Dahej manufacturing facility. The incident was confined to only one of the seven production blocks, primarily affecting intermediate manufacturing while API facilities remained intact. The company expects to resume API production in the affected block by March 1, 2026, and intermediate production by mid-March 2026. While some shipments will be delayed, the remaining six blocks continue to operate at full capacity, limiting the overall financial impact.

Fire incident on Feb 14 was restricted to 1 out of 7 production blocks at the Dahej facility
API manufacturing facilities within the affected block were not damaged and remain unaffected
API production in the affected block is scheduled to resume on March 1, 2026
Intermediate manufacturing is expected to restart by mid-March 2026
Six other production blocks at the site remain fully operational with only minor shipment delays expected

💡 Investors should view this as a minor operational disruption with a clear recovery timeline. Monitor the upcoming quarterly results for any one-time costs or insurance claims related to this incident.

Alivus Life Sciences Reports Fire at Dahej API Plant; 3 Injured, Production Suspended

🔴 NEGATIVE ⭐ 7/10

OTHER 📅 16 Feb 2026, 11:43 AM

Alivus Life Sciences reported a fire incident at its Dahej API manufacturing facility on February 14, 2026. The fire resulted in three injuries and led to the temporary suspension of production operations at the site. While the fire was controlled within an hour, the company is currently assessing the extent of the damage and investigating the root cause. The company has confirmed that it has adequate insurance coverage to mitigate financial losses.

Fire broke out at the Dahej API plant on February 14, 2026, around 23:00 Hrs
Three injuries were reported among the staff during the incident
Production operations at the facility are temporarily suspended pending damage assessment
The fire was brought under control within one hour by the factory team
The company maintains adequate insurance coverage for the potential losses

💡 Investors should monitor the duration of the production suspension and the subsequent assessment of financial damage. While insurance provides a safety net, any prolonged shutdown could impact short-term revenue from the API segment.

Alivus Life Sciences Schedules Three Investor Conferences in February 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 02 Feb 2026, 05:23 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has announced its participation in three major institutional investor conferences throughout February 2026. The company will engage with analysts and investors at the Systematix India Annual Conference on Feb 10, the Nuvama India Conference on Feb 11, and the Kotak Chasing Growth Conference on Feb 26. All meetings are scheduled to be held in-person in Mumbai. These interactions are standard practice for management to discuss business outlook and strategy with the investment community.

Participation in MANTHAN - Systematix India Annual Conference on February 10, 2026
Attendance at Nuvama India Conference 2026 scheduled for February 11, 2026
Engagement at Kotak Conference - CHASING GROWTH 2026 on February 26, 2026
All meetings will be held in-person in Mumbai featuring group and one-on-one formats

💡 Investors should monitor the exchange filings for any investor presentations or transcripts that may be released following these meetings for insights into the company's growth trajectory.

Alivus Life Sciences Q3 FY26: Record Revenue of ₹673 Cr and Highest Ever EBITDA Margin of 36.4%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 30 Jan 2026, 06:44 PM

Alivus Life Sciences reported its highest-ever quarterly revenue of ₹673 crores, driven by a strong recovery in the CDMO business which grew 85.3% YoY. The company achieved record EBITDA margins of 36.4%, leading to a revised upward margin guidance of 30-32% for the future. Despite a slight delay in the Solapur expansion project, the company remains net debt-free with a strong cash position of ₹733 crores. The non-GPL segment continues to be a primary growth driver, expanding 16.1% in the first nine months of FY26.

Reported highest-ever quarterly revenue of ₹673 crores, up 14.4% QoQ and 4.8% YoY
EBITDA margins reached a record 36.4%, up 510 bps YoY, driven by favorable product mix and efficiency
CDMO segment showed exceptional recovery with 100% QoQ and 85.3% YoY revenue growth
Management raised long-term EBITDA margin guidance to 30%-32% from the previous 28%-30%
FY26 CAPEX guidance revised to ₹450 crores from ₹600 crores, with ₹150 crores deferred to FY27

💡 Investors should take note of the significant margin expansion and CDMO recovery as signs of structural business improvement. The company's debt-free status and high-potent API pipeline provide a strong long-term growth outlook.

Alivus Life Sciences Schedules Investor Meetings with 5 Firms from Feb 2-4, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 28 Jan 2026, 02:48 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has announced a series of one-on-one meetings with institutional investors and analysts. The interactions are scheduled to take place between February 2 and February 4, 2026, involving five different entities including Catamaran and Avendus Spark. While four of the meetings will be conducted virtually, one session with Kosh Wealth Management is set for an in-person meeting in Mumbai. These meetings represent standard investor relations activities to discuss the company's outlook and performance.

Meetings scheduled with 5 institutional investors/analysts: Catamaran, Vyom Partners, Choice India, Kosh Wealth Management, and Avendus Spark.
The engagement period spans 3 days from February 2 to February 4, 2026.
Four meetings are virtual one-on-one sessions, while one is an in-person meeting in Mumbai.
The company is operating under its new name, Alivus Life Sciences Limited (formerly Glenmark Life Sciences).

💡 Investors should monitor for any investor presentations or transcripts that may be released following these meetings for insights into the company's growth strategy. No immediate action is required as this is a routine regulatory disclosure.

Alivus Life Sciences Releases Q3 FY2025-26 Earnings Call Audio Recording

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 22 Jan 2026, 08:03 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has officially released the audio recording of its Q3 FY2025-26 earnings conference call. The call was held on January 22, 2026, to discuss the company's financial performance for the quarter ended December 31, 2025. This disclosure is a routine regulatory requirement under SEBI LODR regulations to ensure transparency for all shareholders. Investors can access the full recording via the link provided on the company's investor relations website.

Audio recording of Q3 FY2025-26 earnings call made available on January 22, 2026
Compliance with Regulation 30 and 46 of SEBI Listing Obligations and Disclosure Requirements
Company recently rebranded from Glenmark Life Sciences Limited to Alivus Life Sciences Limited
Recording provides management commentary on the third quarter financial results and future outlook

💡 Investors and analysts should listen to the recording to gain deeper insights into management's strategy and operational performance for Q3 FY26. This is particularly useful for understanding the impact of the recent rebranding and future growth guidance.

Alivus Life Sciences Q3 FY26: EBITDA Margins Surge to 36.4% Amid Strong CDMO Recovery

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 22 Jan 2026, 02:31 PM

Alivus Life Sciences reported a robust Q3 FY26 with revenue growing 14.4% QoQ to ₹6,729 million, primarily driven by a 100% QoQ turnaround in the CDMO segment. EBITDA margins expanded significantly to 36.4%, up 510 bps YoY, due to a better product mix and operational efficiencies. The company generated ₹2,207 million in free cash flow during 9MFY26, maintaining a strong cash position of ₹7,330 million. Management is executing an aggressive expansion strategy, aiming to nearly double reactor capacity to 2,690 KL by FY28.

Q3 FY26 revenue stood at ₹6,729 million, up 14.4% QoQ and 4.8% YoY.
CDMO business revenue grew 100% QoQ and 85.3% YoY, driven by new project contributions.
EBITDA margins reached 36.4%, a substantial improvement of 510 bps over the previous year.
Non-GPL business grew 16.1% YoY in 9MFY26, now contributing 70% of total revenue.
Planned capacity expansion to 2,690 KL by FY28 from current 1,424 KL to support future growth.

💡 The sharp recovery in CDMO and significant margin expansion are highly positive signals for profitability. Investors should monitor the execution of the Solapur greenfield project and the continued growth of the non-GPL business as key long-term value drivers.

Alivus Life Sciences Reports Record Q3 Revenue of Rs 6,729 Mn and 36.4% EBITDA Margin

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 22 Jan 2026, 02:23 PM

Alivus Life Sciences achieved its highest-ever quarterly revenue of Rs 6,729 million in Q3FY26, representing a 14.4% sequential growth. The company reported record EBITDA margins of 36.4%, driven by a recovery in the CDMO segment and a favorable product mix. Profit After Tax (PAT) grew by 15.5% QoQ to Rs 1,503 million, while the company remains net debt-free with cash reserves of Rs 7,330 million. Management expects to sustain this growth momentum through new product launches and expansion into complex chemistry.

Record quarterly revenue of Rs 6,729 Mn, up 14.4% QoQ and 4.8% YoY.
Highest ever EBITDA margin of 36.4%, expanding by 510 bps YoY and 340 bps QoQ.
9MFY26 PAT increased by 16.9% YoY to Rs 4,019 Mn with a healthy 21.6% margin.
Strong liquidity position with Rs 7,330 Mn in cash and free cash flow generation of Rs 2,207 Mn.
Expansion updates include 465 KL capacity addition at Solapur and a new R&D center land acquisition in Taloja.

💡 Investors should view the record margins and CDMO recovery as strong bullish signals for the company's operational efficiency. The debt-free balance sheet and ongoing capacity expansion provide a solid foundation for long-term growth in the high-value API space.

Alivus Life Sciences Q3 Net Profit Rises 9.7% YoY to ₹150.26 Cr; Revenue up 4.8%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 22 Jan 2026, 01:50 PM

Alivus Life Sciences reported a steady performance for Q3 FY26, with revenue from operations growing 4.8% YoY to ₹672.89 crore. Net profit increased by 9.7% YoY to ₹150.26 crore, despite a one-time exceptional charge of ₹25.66 crore due to the implementation of new statutory labour codes. On a sequential basis, the company showed strong recovery with revenue and PAT growing by 14.4% and 15.5% respectively compared to Q2 FY26. The core API business remains the sole driver of growth, maintaining healthy margins.

Revenue from operations grew 14.4% QoQ to ₹6,728.89 million.
Net profit stood at ₹1,502.61 million, up from ₹1,369.60 million in the same quarter last year.
Reported an exceptional item of ₹256.57 million for statutory impacts of new labour codes (gratuity and absences).
Basic EPS improved to ₹12.25 from ₹11.18 YoY.
Total income for the nine-month period reached ₹19,003.48 million compared to ₹17,618.21 million last year.

💡 The company shows resilient growth and strong sequential recovery in its core API business. Investors should maintain a positive outlook as the operational performance remains robust despite the one-time regulatory-driven cost adjustment.

Alivus Life Sciences Allots 55,000 Equity Shares Under ESOP 2021

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 21 Jan 2026, 07:19 PM

Alivus Life Sciences Limited (formerly Glenmark Life Sciences) has announced the allotment of 55,000 equity shares following the exercise of stock options by employees. This allotment was approved by the Nomination and Remuneration Committee on January 21, 2026, under the Employee Stock Option Scheme, 2021. The total paid-up equity share capital has increased from 12,26,81,348 to 12,27,36,348 shares of Rs. 2 each. This is a routine administrative action resulting in a very marginal dilution of equity.

Allotment of 55,000 equity shares of face value Rs. 2 each to eligible employees.
Total paid-up share capital increased to Rs. 24,54,72,696 from Rs. 24,53,62,696.
The allotment was carried out under the company's 'Employee Stock Option Scheme, 2021'.
Post-allotment, the total number of equity shares stands at 12,27,36,348.

💡 No action is required as this is a routine ESOP allotment with negligible impact on share value or ownership percentage. Investors should focus on the company's upcoming quarterly earnings and business growth.

Alivus Life Sciences Schedules Q3 FY2025-26 Earnings Call for January 22, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 15 Jan 2026, 02:21 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has announced its earnings conference call for the third quarter of FY2025-26. The call is scheduled for Thursday, January 22, 2026, from 6:00 p.m. to 7:00 p.m. IST. This session will allow analysts and institutional investors to discuss the company's financial performance and strategic outlook. Management is expected to provide commentary on the business environment and operational metrics following the company's recent rebranding.

Earnings call for Q3 FY2025-26 scheduled for January 22, 2026, at 6:00 p.m. IST
Universal dial-in numbers for the call are +91 22 6280 1564 and +91 22 7115 8394
International toll-free numbers provided for USA (18667462133), UK (08081011573), and Singapore (8001012045)
The company was formerly known as Glenmark Life Sciences Limited
Pre-registration for the event is available via the provided online link

💡 Investors should attend or review the transcript of the call to understand the impact of the rebranding and the company's growth strategy. Key areas to monitor include margin sustainability and the progress of the API pipeline.

Alivus Life Sciences Board Meeting on Jan 22, 2026, for Q3 and 9M FY26 Results

🟡 NEUTRAL ⭐ 4/10

BOARD_MEETING 📅 14 Jan 2026, 05:16 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has scheduled a board meeting for January 22, 2026. The primary purpose of the meeting is to review and approve the unaudited financial results for the quarter and nine-month period ending December 31, 2025. In line with SEBI insider trading regulations, the company has closed its trading window for designated persons from December 31, 2025, to January 24, 2026. This is a standard regulatory announcement preceding the quarterly earnings disclosure.

Board meeting scheduled for January 22, 2026, to approve financial results.
Results cover the third quarter and nine-month period ending December 31, 2025.
Trading window for insiders remains closed from December 31, 2025, to January 24, 2026.
The company was formerly known as Glenmark Life Sciences Limited.

💡 Investors should mark January 22 on their calendars to review the company's financial performance. No immediate action is required as this is a routine compliance notification.

Alivus Life Sciences to Meet Kosh Wealth Management on December 30, 2025

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 24 Dec 2025, 05:55 PM

Alivus Life Sciences Limited, formerly known as Glenmark Life Sciences, has scheduled a one-on-one meeting with Kosh Wealth Management. The meeting is set to take place in-person in Mumbai on December 30, 2025. This disclosure is a routine regulatory requirement under SEBI Listing Obligations. Such meetings are standard practice for management to engage with institutional investors regarding the company's business environment.

One-on-one meeting with Kosh Wealth Management scheduled for December 30, 2025.
The meeting will be held in-person in Mumbai.
The company was formerly known as Glenmark Life Sciences Limited.
Disclosure made pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015.

💡 No immediate action is required as this is a routine investor meeting. Investors may look for any subsequent investor presentations or transcripts that might be filed after the meeting.

View All ALIVUS Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Overall revenue grew 16% YoY to INR 588 Cr in Q2 FY26. Non-GPL business grew 39.7% YoY to INR 444.3 Cr, while the GPL (Glenmark Pharma) segment declined 23.9% YoY to INR 143.7 Cr due to inventory rationalization. Generic API revenues grew 15.3% YoY and CDMO revenues grew 15.8% YoY.

Geographic Revenue Split

Regulated markets contributed 81% of total revenue in Q2 FY26, driven by robust performance in the Non-GPL business across LATAM, Japan, and Europe. Emerging markets and ROW also contributed to broad-based growth.

Profitability Margins

Gross margins stood at 57.7% in Q2 FY26, up 210 bps YoY. PAT margins were 22.1%, up 330 bps YoY. H1 FY26 PAT stood at INR 252 Cr with a 21% margin.

EBITDA Margin

EBITDA margin for Q2 FY26 was 33%, an improvement of 480 bps YoY, driven by a better product mix and successful new launches. EBITDA reached INR 194 Cr, up 35.7% YoY.

Capital Expenditure

The company has a Board-approved capex of INR 600 Cr, including a carryover of INR 190 Cr for FY25. Capex for H1 FY26 was INR 11.3 Cr (INR 113 Mn), with INR 6.1 Cr (INR 61 Mn) spent in Q2.

Credit Rating & Borrowing

The company remains net debt-free with cash and cash equivalents (including short-term investments) of INR 652.6 Cr as of September 30, 2025.

⚙️ Operational Drivers

Raw Materials

Not specifically disclosed by name, but described as a 'benign environment' where raw material prices have declined alongside finished good prices.

Capacity Expansion

Capacity expansion initiatives are progressing at Solapur, Ankleshwar, and Dahej. Asset turnover ratio is currently 2.4 times, trending slightly lower due to the ongoing capex cycle.

Raw Material Costs

Raw material costs have decreased, contributing to gross margin expansion of 210 bps YoY to 57.7%. The company manages downward pricing pressure on mature APIs through volume increases and lower input costs.

Manufacturing Efficiency

Asset turnover is 2.4x. Efficiency is reinforced by a robust pipeline of new launches and operational improvements, sustaining margins at 30% despite the absence of PLI benefits.

📈 Strategic Growth

Expected Growth Rate

Growth Strategy

Growth will be achieved through high single-digit revenue expansion driven by a stronger H2 performance, recovery in the GPL business, ramp-up of CDMO projects, and a steady launch of 4 new molecules per year in the Japan market.

Products & Services

Active Pharmaceutical Ingredients (APIs) for CVS, CNS, and Chronic therapies, along with CDMO services for NCE-1 opportunities.

Brand Portfolio

ALIVUS (formerly Glenmark Life Sciences Limited).

New Products/Services

The high potent API portfolio has 26 products in the active grid with a $66 billion addressable market; 10 products are already validated.

Market Expansion

Targeting regulated markets (81% of revenue) with specific focus on Japan, LATAM, and Europe through new product launches.

Strategic Alliances

Ramping up CDMO projects with various partners to drive overall business growth.

🌍 External Factors

Industry Trends

The industry is shifting toward patient-centric models, sustainability, and technology adoption. Innovation and government support are key drivers despite rising regulatory pressures.

Competitive Landscape

Increasing competition in the global pharmaceutical industry and pricing pressure on mature molecules.

Competitive Moat

Moat is built on high talent intensity (2,200 employees) and USFDA-inspected manufacturing sites (Ankleshwar, Dahej, Mohol) which allow access to regulated markets.

Macro Economic Sensitivity

Sensitive to global pharmaceutical demand and pricing environments for commoditized APIs. Benign pricing environments require volume growth to sustain absolute profitability.

Consumer Behavior

Strong demand for chronic therapies, which contributed 69% to the top line in Q2 FY26.

Geopolitical Risks

Subject to changes in political conditions in India and abroad, as well as foreign exchange control regulations.

⚖️ Regulatory & Governance

Industry Regulations

Strict adherence to USFDA standards. Ankleshwar facility received one 483 observation in January 2025 (resolved with VAI status); Dahej had zero observations in May 2025 (NAI status).