ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 20% YoY growth driven by CDMO and US B2B segments. |
|---|---|
| Margins | EBITDA margins improved to 28% through better product mix and scale. |
| Demand visibility | Strong demand in US and Europe; Saudi Arabia tender results delayed. |
| Management confidence | Balanced; optimistic on long-term CDMO strategy despite forex volatility. |
Growth
Revenue grew 20% YoY to ₹18,300 million; Net Profit rose 47% YoY but fell QoQ due to forex losses.
Outlook
Management anticipates 15% constant currency growth for FY27, potentially exceeding this if new sterile lines gain approval.
Risks
Foreign exchange volatility and delayed tender results in Saudi Arabia pose near-term headwinds to profit stability.
Last quarter's promises, checked
Delivered
- Guided Q4FY26 revenue growth 22% → delivered 22% (= BEAT)
- Guided Cenexi EBITDA positive in Q4 → delivered EUR1m (= BEAT)
- Guided 31 US product launches for FY26 → delivered 31 (= BEAT)
Partly delivered
- Guided FY27 revenue growth 12-13% → delivered 20% in Q1 (on track for FY target) (= PARTIAL)
- Guided Cenexi FY27 revenue ~EUR200m → Q1 run-rate suggests potential shortfall (= PARTIAL)
Missed
- Guided ROW/Saudi Arabia recovery → delivered QoQ dip due to shipping delays (= MISS)
Earnings Call Transcript filed with NSE, NSE: GLAND. Summary written with AI assistance from the document.
Gland Pharma Ltd: key numbers
- Share price
- ₹3,300.50
- Market cap
- ₹54,462 Cr
- Revenue (annual)
- ₹6,431 Cr
- Net profit (annual)
- ₹1,027 Cr
- P/E (TTM)
- 44.1×Sector 43.8×
- Promoter holding
- 45.75%-6.02% QoQ
- FII holding
- 10.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gland Pharma Ltd
All →Gland Pharma Annual General Meeting
Gland Pharma's shareholders approved the appointment of Xingli Wang as Non-Executive Non-Independent Director via postal ballot. The ordinary resolution passed with 97.07% of votes in favour.
Gland Pharma Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹18,336 Mn (+23% YoY), PAT ₹2,908 Mn (+58%), adj. EBITDA margin 27%. US CDMO and launches lead; India and RoW weak.
Gland Pharma Results Update
Gland Pharma reported Q2FY27 revenue of Rs. 18,336 Mn, up 23% YoY, and PAT of Rs. 2,908 Mn, up 58% YoY. The press release accompanies its quarterly financial results filing.
Gland Pharma Q2 FY27 Results: Net Profit ₹290.8 Cr, Up 58.3% YoY
Gland Pharma Ltd reported revenue from operations of ₹1,834 Cr (+23.3% YoY) and net profit of ₹290.8 Cr (+58.3% YoY) for Q2 FY27.
- Key figure
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Gland Pharma Management Change
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