ALFA Finder| Revenue growth | Full-year revenue up 2%; Q4 up 2% due to supply constraints. |
|---|---|
| Margins | EBITDA margins improved 290bps to 34% through efficiency and mix shift. |
| Demand visibility | Strong demand in vaccines (Shingrix) and respiratory; mixed for general medicine. |
| Management confidence | Balanced and optimistic regarding the pivot toward specialty and oncology segments. |
Growth
Full-year EBITDA grew 11% and PAT 10% through margin expansion. Specialty/Innovation portfolio now contributes 6% of revenue, up from 2%.
Outlook
Targeting double-digit top-line growth. Management aims for a 10% revenue contribution from the innovative 'freshness index' portfolio.
Risks
Persistent supply constraints at a key CMO impacted revenue growth by 3.5%. Muted growth in the core general medicine portfolio remains a structural drag.
Earnings Call filed with BSE, NSE: GLAXO. Summary written with AI assistance from the document.
GlaxoSmithKline Pharmaceuticals Ltd: key numbers
- Share price
- ₹2,701.40
- Market cap
- ₹45,763 Cr
- Revenue (annual)
- ₹3,822 Cr
- Net profit (annual)
- ₹1,036 Cr
- P/E (TTM)
- 39.9×Sector 43.8×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 4.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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