bullish
Alkem Laboratories Ltd (ALKEM IN): Shifting Focus to Chronic Segment to Yield Result in Long-Term
372 Views11 Feb 2025 10:30
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.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Top Quartile
Tina Banerjee
Global Healthcare Analyst
Price Chart(Sign Up to Access)
- Alkem Laboratories Ltd (ALKEM IN): Sluggish Performance Expected In Near-Term; Time to Book Profit05 Jun 2024
- Alkem Laboratories Ltd (ALKEM IN): Further Upside on Card on US Business and Margin Improvement12 Dec 2023
- Alkem Laboratories Ltd (ALKEM IN): Strong India Business to Drive Future Performance15 Jul 2022
x