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Earnings Call

Glenmark Pharmaceuticals Earnings Call: Key Takeaways

Glenmark Q4 FY26 consolidated revenue grew 15.8% YoY to ₹37,706m with 20.2% EBITDA margin. Growth driven by landmark AbbVie licensing deal and strong momentum in respiratory franchise.

Highlights
Revenue growth15.8% YoY for Q4; 27.5% YoY for full year FY26.
MarginsEBITDA margin at 20.2%; PAT margin at 7.6%.
Demand visibilityStrong for respiratory and dermatology across US, EU, and India.
Management confidenceHigh: cites 'defining year' and validated innovation capabilities.

Growth

Revenue: ₹37,706m (+15.8% YoY). EU (+21.4%) and US (+29.4%) led growth; India business grew 8.2%.

Outlook

Focus on global RYALTRIS expansion, UK respiratory portfolio in FY27, and oncology launches in Emerging Markets.

Risks

Macro-economic parameters, currency/interest rate fluctuations, and increasing pharmaceutical competition globally.

Source

Earnings Call filed with BSE, NSE: GLENMARK. Summary written with AI assistance from the document.

Read the document ↗

Glenmark Pharmaceuticals Ltd: key numbers

Share price
₹2,380.00
Market cap
₹67,169 Cr
Revenue (annual)
₹16,983 Cr
Net profit (annual)
₹1,362 Cr
P/E (TTM)
37.4×Sector 50.4×
Promoter holding
46.65%+0.00% QoQ
FII holding
20.89%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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