ResultsIQ

ResultsIQ › Latest results › Glenmark Pharmaceuticals Limited

Glenmark Pharmaceuticals Limited strategy deck summary

NSE: GLENMARK · BSE: 532296

Strategy deck of 16 Jul 2025, summarised by AI from the filing.

Glenmark targets 12-14% revenue CAGR, 23% EBITDA margin, and >70% branded mix by FY30E, with IGI self-sustaining post ISB 2001 deal.

Key takeaways

  1. IGI self-sustaining Post ISB 2001 deal, IGI becomes self-sustaining with no further Glenmark investment, helping increase cash by US$70 million annually and EBITDA margins to 23% starting FY26.
  2. ISB 2001 data TRIgnite-1 Phase 1 dose escalation completed with no DLTs up to 2700 µg/kg; ORR 79%, ≥CR 30%, ≥VGPR 64%, MRD negativity 75% at active doses.

Original filing on BSE

Glenmark Pharmaceuticals Limited Q1 FY27 results

As filed: Revenue ₹4,018 cr (+23% year on year), EBITDA ₹805 cr (+39% year on year), PAT ₹483 cr (+300% year on year), EBITDA margin 20.0% (+223 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 ₹3,771 cr (+16% year on year), EBITDA ₹763 cr (+36% year on year), PAT ₹301 cr (+100% year on year), EBITDA margin 20.2% (+300 bps). Score 47 of 100, In line with trend. Revenue, EBITDA and profit before exceptional items growth were in line with the company's own trend. EBITDA margin rose 300 bps year on year. Other income 49% of PBT. Consolidated profit +7433% but standalone -150%. Revenue fell 3% from last quarter. Share price after the results: −5.3% in 27 days (Nifty 500: +2.0%).
  • Q3 FY26: Revenue ₹3,901 cr (+15% year on year), EBITDA ₹870 cr (+45% year on year), PAT ₹403 cr (+58% year on year), EBITDA margin 22.3% (+459 bps). Score 49 of 100, In line with trend. Revenue, EBITDA and profit before exceptional items growth were in line with the company's own trend. EBITDA margin rose 459 bps year on year. Consolidated profit +16% but standalone -32%. Revenue fell 35% from last quarter. Share price after the results: +10.1% in 28 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹6,047 cr (+76% year on year), EBITDA ₹2,358 cr (+292% year on year), PAT ₹610 cr (+300% year on year), EBITDA margin 39.0% (+1,000 bps). Score 95 of 100, Above trend. Revenue, EBITDA and profit before exceptional items growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate 37%. Consolidated profit +72% but standalone -224%. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit before exceptional items rose ₹1,879 cr on a year ago, more than the ₹272 cr it added the year before. Share price after the results: +4.2% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹3,264 cr (+1% year on year), EBITDA ₹581 cr (−1% year on year), PAT ₹47.0 cr (−9% year on year), EBITDA margin 17.8% (−36 bps). Score 36 of 100, Below trend. Revenue, EBITDA and profit before exceptional items growth were in line with the company's own trend. EBITDA margin fell 36 bps year on year. Other income 27% of PBT. Tax rate 50%. Share price after the results: +4.3% in 29 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹3,256 cr (+6% year on year), EBITDA ₹561 cr (+11% year on year), PAT ₹4.0 cr (−61% year on year), EBITDA margin 17.2% (+74 bps). Score 38 of 100, Below trend. Revenue and EBITDA growth were in line with the company's own trend; profit before exceptional items growth was below it. EBITDA margin rose 74 bps year on year. Other income 150% of PBT. Tax rate 38%. Revenue fell 4% from last quarter. Share price after the results: +15.2% in 28 days (Nifty 500: +1.1%).
  • Q3 FY25: Revenue ₹3,388 cr (+35% year on year), EBITDA ₹600 cr, PAT ₹348 cr, EBITDA margin 17.7% (+1,000 bps). Score 91 of 100, Above trend. Revenue growth was well above the company's own trend. EBITDA margin rose 1000 bps year on year.
  • Q2 FY25: Revenue ₹3,434 cr (+7% year on year), EBITDA ₹602 cr (+31% year on year), PAT ₹354 cr, EBITDA margin 17.5% (+316 bps). Score 64 of 100, In line with trend. EBITDA margin rose 316 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.

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

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