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Investor Presentation

Gland Pharma Investor Presentation: Key Takeaways

Gland Pharma reported Q1FY27 revenue of ₹18,003 Mn (20% YoY) with PAT of ₹3,170 Mn (47% YoY). Growth was driven by CDMO product launches and B2B volume expansion in US and Europe.

Guidance and delivery
Management target Revenue 2029
Highlights
Revenue growth20% YoY total; 32% YoY in US; 20% YoY in Europe.
MarginsEBITDA margin improved to 27% from 24% YoY.
Order book389 cumulative ANDA filings in the U.S.
Demand visibilityIncreased demand from existing B2B customers.

Growth

Revenue grew 20% YoY, EBITDA 34% YoY, and PAT 47% YoY. US market revenue rose 32% YoY.

Outlook

Ongoing expansion in complex injectables and RTU bags; technology transfer for global CDMO partnership expected by 2029.

Risks

Decline in India B2B sales due to lower Enoxaparin volume; negative growth in Other Core Markets (-28% YoY).

Last quarter's promises, checked

Delivered

  • Guided 12-13% consol growth → delivered 20% (= BEAT)
  • Guided US growth momentum → delivered 32% YoY (= BEAT)
  • Guided EBITDA margin improvement → delivered 27% from 24% (= BEAT)

Partly delivered

  • Guided steady Cenexi contribution → delivered positive EBITDA but group growth offset by India/Other Core declines (= PARTIAL)
Source

Investor Presentation 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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