GlaxoSmithKline Pharmaceuticals Limited has informed the Exchange about Investor Presentation
GLAXO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
GSK Pharma filed its investor presentation for the Q1 FY26 analyst call held on 1st August 2025. For Q1 FY26 (Apr-Jun'25), standalone revenue was ₹805 crore, down 0.8% year-on-year due to softer-than-expected seasonality tailwinds in General Medicines and continued competitive pressure in some categories. However, profitability strengthened sharply with EBITDA at ₹251 crore (margin of 31.2%, up 290 basis points YoY) and PAT before exceptional items at ₹205 crore (margin of 25.6%, up 290 bps), driven by gross margin improvement and operating leverage. EPS stood at ₹12.08, up 13% YoY, with ~100% cash flow conversion. The company highlighted growth drivers including the Shingles vaccine Shingrix (38k prescriptions, up 24% QoQ), upcoming oncology launches of Jemperli and Zejula in August 2025 for Gyn-Oncology, and continued leadership in Paediatric Vaccines with 20.8% market share.
Despite a marginal revenue dip, robust 290 bps margin expansion in both EBITDA and PAT signals strong operational efficiency, likely to be viewed positively by investors. The new oncology launches and Shingrix category-building efforts indicate growth diversification beyond legacy brands, supporting the long-term growth narrative.