| 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
- ₹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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Gland Pharma Investor Presentation: Key Takeaways
Gland Pharma reported strong Q1FY27 results with 20% revenue growth and 47% PAT growth. Management highlighted a major strategic CDMO contract and raised long-term CAGR outlook to 20% following recent business wins.
- Call
- Guides 15% growth