ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Revenue up 2%; impacted by CMO supply constraints. |
|---|---|
| Margins | EBITDA margins improved 290 bps to 34-35%. |
| Demand visibility | Strong demand for vaccines and oncology; muted in general antibiotics. |
| Management confidence | High confidence in specialty pivot and double-digit growth aspirations. |
Growth
Full-year revenue grew 2%; EBITDA grew 11%. Growth was volume-led in vaccines and specialty segments despite general medicine supply headwinds.
Outlook
Aims for double-digit growth by hitting a 10% 'freshness index' from new innovative launches.
Risks
Continued supply chain dependency on external CMOs and price ceiling risks under NLEM for 40% of the portfolio.
Last quarter's promises, checked
Delivered
- Target record PAT → Delivered >1,000 Cr (= BEAT)
- Target EBITDA margin expansion → Delivered 34% vs 31.1% (= BEAT)
- Target oncology launches → Launched Zejula and Jemperli (= BEAT)
Partly delivered
- Target 10% Freshness Index → Delivered 6% (= PARTIAL)
Missed
- Target double-digit revenue growth → Delivered 2% (= MISS)
- Target CMO supply resolution → Residual impact in Q4 (= MISS)
Earnings Call Transcript filed with NSE, 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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- Execution
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- Key figure
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