ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 23.1% YoY for Q1 FY27. |
|---|---|
| Margins | Guiding 21-22% margins despite geopolitical cost pressures. |
| Demand visibility | Strong uptake of TEVIMBRA and BRUKINSA in oncology. |
| Management confidence | High, citing broad-based growth and strong respiratory/oncology pipelines. |
Growth
Consolidated revenue grew 23.1% YoY; India formulation business grew 15.5%; North America core business up 19.8% excluding out-licensing.
Outlook
Management guides 21-22% overall margins; expects 12-15% sustainable growth in India; aiming for 60% European branded revenue mix by FY32.
Risks
Geopolitical situation impacting API and logistics costs; muted growth in Europe during transformation phase; generic injectable contribution remains small.
Earnings Call Transcript filed with BSE, 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.