Investor Presentation

Alkem MedTech is strategically entering the global MedTech market, projected to hit $870 billion by 2030, with India's market growing +13% annually to $30 billion. **Business Performance:** The company is focusing on Musculoskeletal and Cardiovascular segments.

Its Musculoskeletal division saw strong performance with over 150 repeat customers and >50% sequential implant growth (QoQ) by Dec 2025. **Growth Drivers/Strategy:** Alkem is expanding globally, targeting a 10% market share in India's large joint market in five years.

A key move is the planned acquisition of a 51-55% stake in Occlutech Holding AG, an established global player in cardiovascular devices.

This acquisition offers portfolio expansion and cost optimization. **Recent Developments:** Alkem MedTech signed a term sheet to acquire Occlutech for an equity value of ~₹1,951.56 Cr, expected to close by June 2026. Occlutech, with ₹540 Cr sales (Jan-Dec 2025), boasts a 14% CAGR (2021-25) and strong R&D with 200+ patents.

Musculoskeletal segment also plans Knee and Hip implant launches by Q2 FY27 and Q4 FY27 respectively. **Management Commentary/Outlook:** Alkem MedTech aims to be a key growth driver for the Alkem Group, focusing on global presence, manufacturing, and continuous product innovation in Orthopedics and Cardiovascular.