GlaxoSmithKline Pharmaceuticals Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
GSK Pharma shared an investor presentation highlighting strong FY25 standalone results. Revenue grew 9% to ₹3,723 cr, EBITDA rose 30% to ₹1,169 cr (31% margin, up 500 bps YoY), and profit after tax (before exceptionals) jumped 32% to ₹915 cr, with EPS at ₹54.01. Q4 FY25 was even sharper: revenue up 6% to ₹966 cr, EBITDA up 30% with margins expanding 620 bps to 34%, and PAT up 36% to ₹260 cr. Key brands like Augmentin, Ceftum, and T-Bact gained market share in General Medicines, while the Pediatric Vaccines portfolio grew 12% with ~21.2% market share. Shingrix crossed the 10,000 unit sell-in mark in March 2025, a first since launch. The company also declared a final dividend of ₹42 per share and reported ROCE improving to 64%.
Strong margin expansion (500-620 bps) driven by gross margin gains, SG&A efficiency, and field productivity signals a quality earnings beat that should be positive for the stock. Improving return ratios (ROCE at 64%) and healthy cash flow conversion (~100%) reinforce the fundamental strength, though the Q4 revenue growth of 6% is modest.