ALFA Finder| Revenue growth | Q2 +21%; H1 +18% |
|---|---|
| Margins | Q2 EBITDA 34% (-50bps); PAT 29% (+260bps) |
| Demand visibility | IPM Jul-Sep grew 14.7%; chronic 17%, acute 13% |
Growth
Q2 revenue +21%, H1 +18%; Q2 EBITDA +20%, PAT +33% (H1 pre-exceptional PAT +29%).
Outlook
No numeric guidance given; focus on upcoming launches (Blenrep, Omjjara, Arexvy) and balance sheet strengthening.
Risks
Gross margin diluted by currency depreciation and higher input costs; PAT aided by interest on tax refund.
Last quarter's promises, checked
Delivered
- Guided ~34% EBITDA margin ('34% kind of range') → Q2 EBITDA 34% (= BEAT, in line)
- Guided 13-14% top-line CAGR path (analyst-cited, mgmt said 2x vision intact) → H1 revenue +18% (= BEAT)
Partly delivered
- Guided Blenrep launch in Q2 or Q3 FY27 → CDSCO approval obtained but launch still upcoming per Q2 deck (= PARTIAL)
- Guided S&A ratio to normalise to historical after Q1 spike → SG&A down 1% of sales, normalisation only directional (= PARTIAL)
Missed
- Guided input-cost hardening would not translate to margins near term → Q2 gross margin diluted by currency and input costs (= MISS)
Investor Presentation filed with NSE, NSE: GLAXO. Summary written with AI assistance from the document.
GlaxoSmithKline Pharmaceuticals Ltd: key numbers
- Share price
- ₹2,524.80
- Market cap
- ₹42,772 Cr
- Revenue (annual)
- ₹3,822 Cr
- Net profit (annual)
- ₹1,036 Cr
- P/E (TTM)
- 37.3×Sector 43.0×
- 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.
More from GlaxoSmithKline Pharmaceuticals Ltd
All →GlaxoSmithKline Pharmaceuticals Earnings Call Transcript: Key Takeaways
Revenue ₹1,180 Cr, up 21% YoY, flattered by low base and GST tailwinds; underlying growth 12–13%. EBITDA margin held near 34% despite ~120 bps gross margin dilution. PAT boosted by a ₹42 Cr one-off.
GlaxoSmithKline Pharmaceuticals Management Change
GlaxoSmithKline Pharmaceuticals appointed Sandeep Seth as Head - Ethics & Compliance, effective 3 November 2026. He brings over 20 years of compliance and governance experience.
GlaxoSmithKline Pharmaceuticals Other Announcement
GSK Pharmaceuticals appointed M/s. Walker Chandiok & Co. LLP as Statutory Auditor, effective 1 April 2027 for a 60-month term. The appointment was approved at the board meeting held on 3 November 2026.
- Execution
- 1 April 2027 for 60 months
GlaxoSmithKline Pharmaceuticals Results Update
GSK Pharmaceuticals reported Q2 FY27 media release showing revenue of INR 1180 crore (up 21%) and PAT of INR 335 crore (up 31%). The release also announces the upcoming BLENREP launch in India.
GlaxoSmithKline Pharmaceuticals Q2 FY27 Results: Net Profit ₹335.9 Cr, Up 30.4% YoY
GlaxoSmithKline Pharmaceuticals Ltd reported revenue from operations of ₹1,184 Cr (+20.8% YoY) and net profit of ₹335.9 Cr (+30.4% YoY) for Q2 FY27.
- Key figure
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GlaxoSmithKline Pharmaceuticals Board Meeting Date
GlaxoSmithKline Pharmaceuticals Limited will hold a board meeting on 3rd November 2026 to consider and approve its unaudited financial results for the quarter ended 30th September 2026.