ALKEM

What Alkem Lab promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 23 tracked 5 delivered 3 missed 15 open
  • Occlutech Acquisition Closure delivered said Q4 FY26 Promised: within 45 to 60 days from May 28, 2026 Q1 FY27: Acquisition closed in mid-July 2026, within the guided 45-60 day timeline.
  • Tolvaptan US Launch went quiet said Q4 FY26 Promised: September or October 2026 Q1 FY27: No update provided on the launch timeline, with the target window of Sep/Oct 2026 approaching.
  • Effective Tax Rate FY27 revised down said Q4 FY26 Promised: 27% to 29% Q1 FY27: Guidance revised upwards to 30-32% at a consolidated level due to losses in subsidiaries where DTA is not recognized.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 23 tracked commitments for Alkem Lab — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens