Gland Pharma Q4 FY26 transcript: 22% revenue growth, 30% EBITDA margin

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

GLAND · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+4.6%1-day move

₹2236.10

prior close

₹2209.60

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.3-0.0+0.1+0.2+4.6+4.0+4.2+3.0+3.3+2.5+3.1-2.3+9.9—

Up moveDown movePending

AI summary

Gland Pharma filed Q4 FY26 earnings call transcript. Q4 revenue rose 22% YoY to INR17,428M; adjusted EBITDA margin 30% (+500bps); adjusted PAT INR3,667M (21% margin). Full year revenue INR64,307M (+14.5%), EBITDA margin 26% (+360bps). CDMO at 46% of revenue, up 28%. US launched 31 products. Cenexi turned EBITDA positive with EUR45M Q4 revenue. FY27 guidance: 12-13% consolidated growth, Cenexi targeting EUR200M revenue and mid-teen EBITDA mid-term. INR2,000cr capex planned over 5 years.

Likely market impact

Strong quarter with sharp margin expansion, robust CDMO growth, and clear FY27 guidance; positive for stock sentiment.