NSE: ALIVUS · BSE: 543322 · ISIN INE03Q201024
Alivus Life Sciences Limited stock analysis
Alivus Life Sciences Limited ranks #541 in the TickerSutra evidence-ranked universe with a score of 63/100 and 93% data confidence. The latest captured fundamentals show ROCE of 23.8%, quarterly sales growth of 6.4% and quarterly profit growth of 31.7%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 23.8%
- Low debt/equity of 0.02×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹2,123cr | ₹617cr | ₹419cr | 29.0% |
| 2023 | ₹2,161cr | ₹643cr | ₹467cr | 30.0% |
| 2024 | ₹2,283cr | ₹675cr | ₹471cr | 30.0% |
| 2025 | ₹2,387cr | ₹684cr | ₹486cr | 29.0% |
| 2026 | ₹2,552cr | ₹798cr | ₹564cr | 31.0% |
| TTM | ₹2,590cr | ₹837cr | ₹603cr | 32.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
I mean we have Dahej, Ankleshwar which are reg sites and Mohol. And we are comfortably able to manage the business now because even there is a brownfield expansion happening in Ankleshwar as well as in Dahej, okay, which should give us a lot of comfort for this year and even going into next year. But then beyond that, we need to get Solapur audited.
Because initially, we'll be loading it with some large -volume intermediates for captive consumption. And we also have a big backward integration block that is coming up. So all that will keep Sol apur pretty busy once it gets started.
We take the next question from the line of Yog Rajani from Omega Portfolio Advisors. Yog Rajani: My first question was regarding the margin improvement. So since our GPL business has come down, would it be a fair assumption that the non -GPL business is more margin accretive than the GPL business?
Growth is supported by rising healthcare expenditure, increasing prevalence of chronic diseases, and strong export momentum, with Indian pharmaceutical exports continuing to expand across regulated and emerging markets. Despite strong fundamentals, the industry faces near-term challenges including raw material price volatility, supply disruptions, and margin pressures, particularly due to geopolitical tensions impact
At 33.6%, our EBITDA margin expanded by 360 basis points and continues to rank among the strongest in the industry. This improvement was achieved despite the loss of PLI benefit and was driven by a favourable product mix, disciplined cost management, operational efficiencies and an increasing focus on high-value differentiated products. We advanced our strategic priorities by investing in technology and expanding our p
Obviously compliance you have given a guidance, but just along with that. So margins, as Doctor mentioned earlier, we are confident of delivering these margins. Doctor has guided to 32% on a conservative basis.
Our management team has consistently demonstrated strong capabilities in building and integrating the business across diverse operational functions, leveraging their extensive cumulative industry experience. This has been accomplished through a well-balanced portfolio expansion strategy, with commercialization expected over a 2- 6 years horizon, while maintaining focus on: GEOGRAPHIC EXPANSION EFFECTIVE COST MANAGEME
Sucrit D Patil: Capex, regulatory approval or the diversification along those lines. So see, Solapur will be up and running by Diwali and we are going to trigger an inspection within a year from some major regulatory agencies, so we've lined up those products. So I would say that if we are able to achieve that within a year of getting Solapur up and running, then that's a big milestone that we would have achieved bec
You talked about compliance pressure and what else, Sucrit? Sucrit D Patil: Capex, regulatory approval or the diversification along those lines. So see, Solapur will be up and running by Diwali and we are going to trigger an inspection within a year from some major regulatory agencies, so we've lined up those products.
11 Regulatory Compliance Opportunity Regulatory compliance is a critical requirement for API manufacturers operating in global markets. Non- compliance with standards prescribed by authorities such as the United States Food and Drug Administration, European Medicines Agency or Central Drugs Standard Control Organization can lead to serious consequences, including warning letters, import restrictions and product recal
Obviously, there will be a quarter or two here or there. Then the EBITDA margin guidance, which you have is then - - it implies it's fairly conservative. We can guide to a better margin, frankly.
From a financial point of view, what key risk or challenges do you anticipate in the coming quarters? And what specific measures are being taken to manage margins, cash flow and balance sheet strength especially in areas like raw material cost volatility, receivables or compliance? Obviously compliance you have given a guidance, but just along with that.
MANAGEMENT PROMISE LEDGER
Quantified statements on the clock
“Yasir Rawjee: Well, we factor that in ... Tushar Mistry: And that's the reason why we are giving 32% margin guidance and Doctor mentioned, that it can go to 34%. But given the current quarter is 36.6%, if GPL comes in, it can come down to around 34% in a steady-state scenario.”
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…