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Earnings Call

GlaxoSmithKline Pharmaceuticals Earnings Call: Key Takeaways

GSK India delivered a strong FY26 with 34.3% EBITDA margins and its first-ever PAT exceeding ₹1000 cr, driven by portfolio shifts toward high-growth Specialty and Innovative segments.

Highlights
Revenue growth2% YoY for FY25-26.
MarginsEBITDA margin expanded 290bps YoY to 34.3% in FY26.
Demand visibilityStrong momentum in innovative portfolio; Oncology and Respiratory driving growth.
Management confidenceHigh, citing profitable growth trajectory and margin expansion.

Growth

FY26 Revenue grew 2% to ₹3790cr; EBITDA grew 11% to ₹1300cr; PAT (pre-exceptional) grew 10% to ₹1010cr.

Outlook

Final dividend declared at ₹57/share; focusing on unlocking growth through CVMD opportunity and new oncology launches.

Risks

Pharma sales softened by supply constraints; Vaccines shipment phasing impacted Q4 headline sales growth.

Source

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

Read the document ↗

GlaxoSmithKline Pharmaceuticals Ltd: key numbers

Share price
₹2,815.70
Market cap
₹47,700 Cr
Revenue (annual)
₹3,822 Cr
Net profit (annual)
₹1,036 Cr
P/E (TTM)
44.7×Sector 50.4×
Promoter holding
75.00%+0.00% QoQ
FII holding
4.79%Current quarter

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

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