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Earnings Call

Gland Pharma Earnings Call: Key Takeaways

Gland Pharma reported record quarterly revenue of INR 17,428M (+22% YoY) for Q4FY26, driven by CDMO growth and the Cenexi turnaround. FY26 adjusted PAT reached INR 10,455M with a 16% margin.

Why this was an Alfa AlertNot a filter event. Results were described as strong but not explicitly stated as beating a specific prior guided range by >5%.
Highlights
Revenue growth22% YoY in Q4FY26; 14.5% for FY26.
MarginsQ4 Adjusted EBITDA margin at 30%; targeting mid-teen EBITDA for Cenexi.
Order bookCurrent order book supports 12-13% FY27 growth guidance.
Demand visibilityStrong order book and forecast; high demand for new launches.
Management confidenceHigh confidence in sustaining momentum and mid-term growth targets.

Growth

FY26 revenue grew 14.5% to INR 64,307M. US market grew 26% in Q4 and 11% for the full year.

Outlook

Guided 12-13% constant currency growth for FY27; INR 2,000Cr capex planned over next three years.

Risks

Supply chain issues in Middle East caused a 1-2% revenue impact; potential 5-6% cost increase in glass/vials.

Source

Earnings Call filed with NSE, NSE: GLAND. Summary written with AI assistance from the document.

Read the document ↗

Gland Pharma Ltd: key numbers

Share price
₹2,917.20
Market cap
₹48,137 Cr
Revenue (annual)
₹6,431 Cr
Net profit (annual)
₹1,027 Cr
P/E (TTM)
42.6×Sector 50.4×
Promoter holding
51.77%-0.06% QoQ
FII holding
8.74%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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