ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 23.1% YoY consolidated growth; base business grew 18%. |
|---|---|
| Margins | EBITDA margins targeted at 21-22% despite supply chain headwinds. |
| Demand visibility | Strong visibility in India and US respiratory/oncology segments. |
| Management confidence | Confident, focusing on innovation pipeline and branded portfolio expansion. |
Growth
Base business grew 18% excluding deferred income; India outperformed IPM at 15.5% growth while US grew 19.8%.
Outlook
Management maintains FY27 EBITDA margin guidance of 21-22% and expects 12-15% India growth.
Risks
Elevated API and logistics costs due to geopolitical situations threaten near-term gross margin stability.
Earnings Call Transcript filed with NSE, NSE: GLENMARK. Summary written with AI assistance from the document.
Glenmark Pharmaceuticals Ltd: key numbers
- Share price
- ₹2,659.50
- Market cap
- ₹75,058 Cr
- Revenue (annual)
- ₹16,983 Cr
- Net profit (annual)
- ₹1,362 Cr
- P/E (TTM)
- 51.7×Sector 43.8×
- Promoter holding
- 46.65%+0.00% QoQ
- FII holding
- 21.51%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Glenmark Pharmaceuticals Ltd
All →Glenmark Pharmaceuticals Earnings Call Transcript: Key Takeaways
Like-for-like growth ~20% and ex-IGI EBITDA margin 21%, yet H1 operating cash was negative; H2 cash recovery is the test.
Glenmark Pharmaceuticals Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 42,473 Mn, down 29.8% YoY on a reported basis. EBITDA Rs 8,638 Mn (20.3% margin); Adj PAT Rs 4,852 Mn (11.4% margin). North America headline is flattered by ISB 2001 licensing income.
Glenmark Pharmaceuticals Results Update
Glenmark Pharmaceuticals released its Q2 FY27 press release and MD&A for the quarter ended September 2026. Highlights show India growth and lower North America revenue.
Glenmark Pharmaceuticals Q2 FY27 Results: Net Profit ₹263.8 Cr, Down 56.8% YoY
Glenmark Pharmaceuticals Ltd reported revenue from operations of ₹4,247 Cr (-29.8% YoY) and net profit of ₹263.8 Cr (-56.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹263.8 Cr · -56.8% YoY
Glenmark Pharmaceuticals Other Announcement
Glenmark's partner IGI will present updated Phase 1 clinical data for ISB 2001 (ABBV-2001) in relapsed/refractory multiple myeloma at the 68th ASH Annual Meeting. The presentation is scheduled for December 12, 2026.
Glenmark Pharmaceuticals Board Meeting Date
Glenmark Pharmaceuticals notified BSE of a board meeting on 05 Nov 2026 to consider unaudited Q2 FY27 results. No financial figures are disclosed in this advance intimation.