| Revenue guidance | 15.0% → 20.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | 20% YoY growth in Q1FY27. |
|---|---|
| Margins | Gross margin at 65%; Adjusted EBITDA margin improved to 28%. |
| Order book | Strengthened by new orphan drug program in Europe and GLP-1 contracts. |
| Demand visibility | Strong visibility from new CDMO contracts and 55 SKU technology transfer. |
| Management confidence | High, citing strong CDMO pipeline and strategic contract wins. |
Growth
Revenue grew 20% YoY to INR 18,003 million; PAT surged 47% to INR 3,170 million.
Outlook
Management raised near-term growth outlook from 15% to 20% CAGR. INR 2,000 crore capex program remains on track.
Risks
Supply disruptions in Saudi Arabia and delays in NUPCO tender awards impacted Rest of World performance.
Last quarter's promises, checked
Delivered
- Guided 12-13% revenue growth → delivered 20% (= BEAT)
- Guided 25-26% EBITDA margin → delivered 28% (= BEAT)
- Guided INR 2,000cr capex program → on track (= DELIVERED)
Partly delivered
- Guided RoW stability → impacted by Saudi supply disruptions (= PARTIAL)
Investor Presentation filed with BSE, 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 Earnings Call Transcript: Key Takeaways
Gland Pharma reports a strong start to FY27, driven by CDMO and B2B growth, though currency shifts significantly impacted the bottom line compared to the previous quarter.
- Call
- Guides 15% growth