As per Attachment
GLAXO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
GSK India reported full year revenue of INR 3790 crores (2% growth) and PAT of INR 1012 crores (10% increase) for FY2025-26. EBITDA margins expanded by 290 basis points to 34%, with Q4 margins at 35%. The Board recommended a final dividend of Rs. 57 per share. Performance was driven by pricing measures, improved field force productivity, AI-led optimisation, and disciplined cost management. Supply chain disruptions constrained topline growth for certain key products. The General Medicines portfolio's top 4 promoted brands (including Augmentin, Calpol) grew ahead of the market, while the Vaccines business saw strong Shingrix demand. Jemperli received first-line regulatory approval for advanced endometrial cancer, and Blenrep (anti-BCMA ADC) received market authorisation in India.
Strong margin expansion and PAT growth signal operational efficiency improvements and innovation portfolio traction. The stock could see positive sentiment from the 10% PAT growth, dividend payout, and new drug approvals expanding the oncology pipeline. Supply chain headwinds remain a watch item.