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Investor Presentation

GlaxoSmithKline Pharmaceuticals Investor Presentation: Key Takeaways

GSK India delivered strong Q1 FY27 standalone performance with revenue growing 15% and PAT up 24%, driven by portfolio transformation and core brand leadership.

Highlights
Revenue growth15% YoY
MarginsEBITDA margin improved +50 bps to 31.7%.
Demand visibilityStrong momentum in specialty and vaccines.
Management confidenceHigh

Growth

Revenue hit ₹924cr (+15%), EBITDA ₹293cr (+17%), and PAT ₹253cr (+24%) with a 27.6% PAT margin.

Outlook

Focus on high-growth innovation portfolio (Oncology, Respiratory, Adult Vaccines) and upcoming launches like Blenrep and Omjjara.

Risks

Pricing and unfavorable mix partially offset by higher costs; legacy portfolio faces competition from Indian generic players.

Source

Investor Presentation filed with BSE, NSE: GLAXO. Summary written with AI assistance from the document.

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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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GlaxoSmithKline Pharmaceuticals Annual General Meeting

GSK Pharma's postal ballot approved Ms. Natland as NED and Mr. Akshikar's MD re-appointment. Both resolutions cleared with over 99% shareholder support.