Gland Pharma Ltd
Gland Pharma Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Gland Pharma expects a consolidated CAGR of around 15% over the next 4-5 years. Gland Pharma expects a consolidated CAGR of 15% over the next four years.
From Gland Pharma Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Gland Pharma expects a consolidated CAGR of around 15% over the next 4-5 years.
- FY '27 revenue target for Cenexi is close to EUR 200 million, with major growth expected post capacity additions in FY '28.
- Base business growth is projected at 12-13% annually.
- CDMO business forms 46% of revenue, growing robustly at 28%, with an additional $40-$50 million revenue expected from CDMO contracts in FY '27.
- Strong growth drivers include a robust CDMO pipeline, RTU bag portfolio, complex injectable suspensions, and sterile API-based complex injectables.
- FY '29 is expected to have a significant growth step-up due to launches of a couple of large complex products.
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Profitability & Margins
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Capital Expenditure Plans
- Gland Pharma is planning a total investment of around INR 2,000 crores over the next 3 years, in addition to about INR 300 crores in the current year.
- For FY '27, expected capex is approximately INR 500 crores.
- Investments include setting up an ophthalmic line with suspension capabilities and adopting blow-fill-seal technology, starting next year.
- Some CDMO contracts require dedicated equipment and lines, which are part of the ongoing investments.
- The company is also focusing on high-tech CDMO areas like microsphere manufacturing technology and nanotechnology, aiming for higher-value CDMO contracts with better margins.
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Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The management stated it is not possible to quantify the contracted capacity out of the 140 million cartridge capacity since it depends on partner projections that change over time.
- All 140 million cartridge capacity is for GLP-1 molecules, but the exact contracted amount is not disclosed.
- They expect that within the next 12 months, as partners receive approvals and announce launches, more clarity on contracted volumes will emerge publicly.
- The ramp-up and volumes for GLP-1 products are anticipated mainly post-2030 when patents expire in the US.
- For now, the company is focusing on exhibit batches, filings, and approvals expected in the latter half of the current year.
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Gland Pharma Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.7K Cr, net profit ₹367 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Gland Pharma Ltd's management said in earlier quarters
- Q3 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Gland Pharma Ltd Q4 FY26 results?
Gland Pharma expects a consolidated CAGR of around 15% over the next 4-5 years. Gland Pharma expects a consolidated CAGR of 15% over the next four years.
What is Gland Pharma Ltd share price analysis?
Gland Pharma Ltd currently shows a neutral. The stock trades at a P/E of 42.8 with a market cap of ₹48,998 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gland Pharma Ltd planning capital expenditure?
Gland Pharma is planning a total investment of around INR 2,000 crores over the next 3 years, in addition to about INR 300 crores in the current year.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.