ALFA Finder| Management target | Revenue 10.0% |
|---|
| Revenue growth | 2% YoY revenue growth, severely muted by CMO supply constraints. |
|---|---|
| Margins | EBITDA margins improved significantly by 290 basis points to 34%. |
| Demand visibility | Strong demand for shingles vaccine and specialty respiratory products like Nucala. |
| Management confidence | Confident but cautious; focused on pivoting towards specialty and oncology portfolios. |
Growth
PAT grew 10% YoY and EBITDA 11%, driven by higher gross margins and AI-led operational efficiencies.
Outlook
Management maintains an ambitious double-digit growth target for the coming years, supported by 26 clinical trials.
Risks
Continued supply chain fragility and high exposure to NLEM pricing regulations remain key structural risks.
Earnings Call Transcript 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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- Execution
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- Key figure
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