Pharmaceutical Products: 80%
Dietary Supplements: 15%
Other Health Products: 5%

Top 3 Markets:

1. India: 65%
2. USA: 20%
3. Europe: 10%

Alkem Laboratories Limited generates the majority of its revenue from the sale of pharmaceutical products, accounting for approximately 80% of total revenue. Dietary supplements and other health products also contribute to revenue, but to a lesser extent.

The Indian market is the largest revenue generator for Alkem Laboratories, followed by the USA and Europe. These markets are crucial for the company as they provide stable demand and growth opportunities.

Production sites of Alkem Laboratories Limited:

Alkem Laboratories Limited operates several production facilities in India, including at the following locations:

1. Daman
2. Baddi, Himachal Pradesh
3. Ankleshwar, Gujarat
4. Mandva, Gujarat
5. Sikkim

These production sites are strategically located in different regions of India to streamline the manufacturing and distribution of pharmaceutical products efficiently. Alkem Laboratories is known for its extensive range of products, which includes both generic and branded medications. The sites are equipped with modern technologies to ensure high quality standards and maximize production capacities.

Revenue Growth: 10.5% (estimated 2024)
Research & Development (R&D) Expenses: 8% of revenue (estimated 2024)

Alkem Laboratories Limited pursues a growth strategy that heavily relies on research and development to develop innovative pharmaceutical products. The company continuously invests a significant portion of its revenue in R&D to expand its product pipeline and bring new therapeutic solutions to the market.

Another focus is on geographical expansion, particularly in the markets of the USA and Europe. Alkem Laboratories plans to strengthen its presence in these regions through strategic partnerships and expanding its distribution networks.

Additionally, the company is pursuing a strategy to increase efficiency in production to reduce costs and improve margins. This is achieved through the implementation of modern technologies and optimizing supply chains.

Main raw materials: Active pharmaceutical ingredients (APIs), excipients

Main importing countries: China, Germany, USA

Alkem Laboratories Limited mainly imports active pharmaceutical ingredients (APIs) and excipients needed for the production of their medications. A significant portion of these raw materials is sourced from China, as the country is a leading provider of APIs.

In addition, Alkem also imports from Germany and the USA, known for their high-quality pharmaceutical products and technologies. These imports are crucial to ensure the quality and effectiveness of Alkem's products.

Market share in India: 3.5% (2024) R&D expenses: 6.2% of revenue (2024) Export growth: 10% (2024)

Alkem Laboratories Limited has a significant competitive advantage due to its strong presence in the Indian pharmaceutical market, where it ranks among the top 10 companies. The company benefits from a diversified product portfolio that includes both generic and branded drugs.

Another advantage is the continuous investment in research and development, which accounts for 6.2% of revenue. These investments enable Alkem to develop and launch innovative products, enhancing competitiveness.

The 10% export growth in 2024 indicates that Alkem is successfully expanding its international presence. This diversifies risk and opens up new revenue sources, further strengthening the competitive advantage.

Institutional Investor Share: approx. 25% (2025, estimated)

Insider Buys/Sells: No significant changes in the last year (2025, estimated)

The institutional investor share in Alkem Laboratories Limited is approximately 25%. This demonstrates the confidence of institutional investors in the long-term performance of the company.

In 2025, there were no significant insider buys or sells, indicating a stable assessment of the company's value by management and other insiders. This stability can be seen as a positive signal for investors, as it reflects consistent corporate governance and confidence in future development.

Market share of Alkem Laboratories: Estimated 4-5% (2025)

Top competitors and their market shares:

1. Sun Pharmaceutical Industries: Approx. 8-10%
2. Cipla Limited: Approx. 7-9%
3. Dr. Reddy's Laboratories: Approx. 6-8%
4. Lupin Limited: Approx. 5-7%
5. Aurobindo Pharma: Approx. 5-6%
6. Alkem Laboratories: Approx. 4-5%
7. Zydus Cadila: Approx. 3-4%
8. Torrent Pharmaceuticals: Approx. 3-4%
9. Biocon Limited: Approx. 2-3%
10. Glenmark Pharmaceuticals: Approx. 2-3%

Alkem Laboratories Limited holds a moderate market share in the Indian pharmaceutical market. The company's moat is mainly based on its strong presence in the generic drugs segment and a wide distribution network in India. Alkem has also been investing in research and development in recent years to expand its product pipeline.

Compared to its competitors, Alkem has a less pronounced moat, as companies like Sun Pharmaceutical and Cipla have larger international networks and a more diversified product range. These companies also have a stronger presence in specialty pharmaceuticals and biopharmaceuticals, giving them a competitive advantage.

Nevertheless, Alkem remains a significant player due to its strong brand recognition and established position in the Indian market. To strengthen its moat, Alkem could invest in expanding its international presence and innovative therapies.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Research and Development Expenses: 7% of Revenue (2024)

Alkem Laboratories Limited recorded a revenue growth of 10% in 2024, attributed to strong demand for their pharmaceutical products. The company also achieved a profit growth of 8%, indicating efficient cost-cutting measures and improved operational efficiency.

Another positive aspect is the investment in research and development, accounting for 7% of revenue. This demonstrates the company's commitment to innovation and the development of new products, which can lead to long-term competitive advantages.

Overall, the financial performance and strategic direction of Alkem Laboratories suggest that the stock could be a promising investment, especially for investors interested in long-term growth.

Dividend yield: 1.8% (2024) Dividend growth: 5% (last 3 years) Payout ratio: 40% (2024)

Alkem Laboratories Limited has been regularly paying dividends in recent years. The current dividend yield is approximately 1.8%, which is moderate compared to other companies in the industry.

The 40% payout ratio indicates that the company returns a stable portion of its profits to shareholders while retaining enough funds for reinvestment and growth. The 5% dividend growth over the last three years suggests a continuous and reliable payout.

Overall, Alkem Laboratories demonstrates a solid dividend policy that benefits both shareholders and keeps the company financially flexible.