CDMO Segment Recovery
What: 100% QoQ growth achieved in Q3 with momentum expected to continue
“CDMO segment delivered revenue growth of 100% QoQ and 85.3% YoY in line with expectations for second half turnaround”
In Week of Mar 28, 2026, Alivus Life Sciences Ltd (Pharmaceuticals Bulk Drugs & Formulation) is outperforming Nifty 500 with +19.7% relative strength. Fundamentals: Average.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Mar 28, 2026
What: 100% QoQ growth achieved in Q3 with momentum expected to continue
“CDMO segment delivered revenue growth of 100% QoQ and 85.3% YoY in line with expectations for second half turnaround”
What: 16.1% growth in higher-margin business driving product mix shift
“Non-GPL business grew at 16.1% driven by growth across markets”
What: Highest-ever quarterly margins driven by new launches and operational efficiencies
“EBITDA margin reached 36.4% up 510 bps YoY, highest ever reported quarterly margins”
Earnings deceleration risks from management commentary
Trigger: Regulatory changes or pricing pressure intensifies
Management view: GPL business saw recovery during the quarter, suggesting previous challenges
Monitor: GPL business growth rate
Trigger: CDMO growth rate slows abruptly
Management view: Growth in line with expectations for second half turnaround
Monitor: CDMO sequential growth rate
Key quotes from recent conference calls
“I am pleased to share that our CDMO segment has made a strong recovery delivering an exceptional performance in Q3 with revenue growth of 100% QoQ and 85.3% YoY in line with our expectations for a second half turnaround. — Management”
“More importantly, our non-GPL business grew at 16.1% driven by growth across markets. This reflects the underlying strength of our business. — Management”
“Our EBITDA margin for the quarter was 36.4% up 510 pips YoY, our highest ever reported quarterly margins. Margins improved on the back of new product launches, favorable product mix and enhanced operational efficiencies. — Management”
Forward-looking targets from management for 2-4 quarters
Key Milestones
• CDMO segment turnaround completed
• Continued non-GPL business growth
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +5% | +4% | Stable |
| PAT (Net Profit) | +10% | +5% | Stable |
| OPM | 34.0% | +400 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 28, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Alivus Life Sciences Ltd's latest quarterly results (Dec 2025) show
Alivus Life Sciences Ltd's profit is growing with an stable trend.
Alivus Life Sciences Ltd's revenue growth trend is stable.
Alivus Life Sciences Ltd's operating margin is volatile.
Alivus Life Sciences Ltd's long-term compounding rates
Alivus Life Sciences Ltd's earnings growth is stable with improving on a sequential basis.
Alivus Life Sciences Ltd's trailing twelve month (TTM) performance
Alivus Life Sciences Ltd appears undervalued based on our fair value analysis.
Alivus Life Sciences Ltd's current PE ratio is 21.4x.
Alivus Life Sciences Ltd's current PE is 21.4x.
Alivus Life Sciences Ltd's price-to-book ratio is 4.0x.
Alivus Life Sciences Ltd is rated Average with a fundamental score of 56.17/100. This score is calculated from objective financial metrics
Alivus Life Sciences Ltd has a debt-to-equity ratio of N/A.
Alivus Life Sciences Ltd's return ratios over recent years
Alivus Life Sciences Ltd's operating cash flow is positive (FY2025).
Alivus Life Sciences Ltd's current dividend yield is 0.51%.
Alivus Life Sciences Ltd's shareholding pattern (Dec 2025)
Alivus Life Sciences Ltd's promoter holding has remained stable recently.
Alivus Life Sciences Ltd has been outperforming Nifty 500 for 1 consecutive week, indicating early-stage outperformance.
Alivus Life Sciences Ltd is a new entry this week — it just started outperforming Nifty 500. New entries are worth monitoring for follow-through.
Alivus Life Sciences Ltd has 3 key growth catalysts identified from recent earnings analysis
Alivus Life Sciences Ltd has 2 key risks worth monitoring
In Q3 FY26, Alivus Life Sciences Ltd's management highlighted
Alivus Life Sciences Ltd's management has provided the following forward guidance for 2-4 quarters
Based on quantitative research signals, here is why Alivus Life Sciences Ltd may be worth studying
Alivus Life Sciences Ltd investment thesis summary:
Alivus Life Sciences Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.