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GlaxoSmithKline Pharmaceuticals Limited Q3 FY26 earnings call summary

NSE: GLAXO · BSE: 500660

Earnings call of 9 Feb 2026, summarised by AI from the filing.

GSK India crosses ₹1,000 cr quarterly revenue with 8.1% growth, targets 12-13% annual growth to double business to ₹8,000 cr.

Key takeaways

  1. Revenue milestone ₹1,000 cr quarterly revenue for first time, 8.1% growth standalone.
  2. Guidance 12-13% annual growth over next five years to double business to ₹8,000 cr.
  3. Oncology driver First full quarter of oncology; RUBY-1 approval expands eligible patients to 6,000-7,000.
  4. Supply risk CMO fire caused ₹25-30 cr lost sales, shaving 3% off growth; now resolved.

Original filing on BSE

GlaxoSmithKline Pharmaceuticals Limited Q1 FY27 results

As filed: Revenue ₹938 cr (+17% year on year), EBITDA ₹296 cr (+18% year on year), PAT ₹237 cr (+16% year on year), EBITDA margin 31.5% (+31 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹995 cr (+2% year on year), EBITDA ₹351 cr (+5% year on year), PAT ₹278 cr (+6% year on year), EBITDA margin 35.3% (+97 bps). Score 30 of 100, Below trend. Revenue and profit growth were below the company's own trend; EBITDA growth was well below it. EBITDA margin rose 97 bps year on year. Revenue fell 4% from last quarter. Share price after the results: −13.4% in 30 days (Nifty 500: +1.3%).
  • Q3 FY26: Revenue ₹1,041 cr (+10% year on year), EBITDA ₹371 cr (+27% year on year), PAT ₹296 cr (+29% year on year), EBITDA margin 35.7% (+489 bps). Score 63 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 489 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −1.2% in 30 days (Nifty 500: −6.9%).
  • Q2 FY26: Revenue ₹980 cr (−3% year on year), EBITDA ₹335 cr (+4% year on year), PAT ₹257 cr (+2% year on year), EBITDA margin 34.2% (+243 bps). Score 29 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 243 bps year on year. Share price after the results: −2.3% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹805 cr (−1% year on year), EBITDA ₹251 cr (+10% year on year), PAT ₹205 cr (+13% year on year), EBITDA margin 31.2% (+308 bps). Score 31 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 308 bps year on year. Revenue fell 17% from last quarter. Share price after the results: −11.9% in 28 days (Nifty 500: −2.0%).
  • Q4 FY25: Revenue ₹974 cr (+5% year on year), EBITDA ₹334 cr (+29% year on year), PAT ₹263 cr (+36% year on year), EBITDA margin 34.3% (+655 bps). Score 48 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 655 bps year on year. Profit rose ₹69.0 cr on a year ago, more than the ₹61.0 cr it added the year before. Share price after the results: +19.1% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹949 cr (+18% year on year), EBITDA ₹292 cr (+35% year on year), PAT ₹230 cr (+300% year on year), EBITDA margin 30.8% (+381 bps). Score 74 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 381 bps year on year. Revenue fell 6% from last quarter.
  • Q2 FY25: Revenue ₹1,011 cr (+6% year on year), EBITDA ₹321 cr (+11% year on year), PAT ₹253 cr (+16% year on year), EBITDA margin 31.8% (+155 bps). Score 52 of 100, In line with trend. EBITDA margin rose 155 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

GlaxoSmithKline Pharmaceuticals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.