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Glaxosmi. Pharma

Q2 FY26

Glaxosmi. Pharma Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹2,566
Market cap₹43.5K Cr
P/E41.3
Updated16 Oct 2026
Read4 min read

The short version

GSK India aims to achieve double-digit growth, focusing on innovative launches and recovering from recent supply disruptions (fire at CMO and GST transition impact). The company aspires to deliver double-digit growth for FY26, focusing on business growth and margin sustainability.

From Glaxosmi. Pharma's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • GSK India aims to achieve double-digit growth, focusing on innovative launches and recovering from recent supply disruptions (fire at CMO and GST transition impact).
  • Oncology portfolio, launched in Q2 FY26 with assets like Jemperli (Dostarlimab) and Zejula, is expected to contribute significantly in coming quarters, expanding patient reach across 20-25 cities.
  • Specialty and vaccines segments are showing strong double-digit growth, with continued investments in these high-growth areas.
  • General medicines, which constitute around 80% of the business, are growing faster and sustaining strong margins despite recent supply chain issues.
  • Business continuity and supply chain risks are actively managed, ensuring stable revenues going forward.

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Profitability & Margins

See what Glaxosmi. Pharma said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The transcript and presentation in the provided pages (1-11) of GlaxoSmithKline Pharmaceuticals Limited's Q2 FY2026 earnings call do not explicitly mention any current or future capex, capital investment, or strategic investment plans in detail. The discussion primarily focuses on: - Product launches, especially in oncology (Dostarlimab/Jemperli and Zejula). - Business performance recovery post the CMO fire incident. - Emphasis on growth in specialty medicines and vaccines. - Strengthening oncology presence with a dedicated team.

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Fundraising & Capital Structure

See what Glaxosmi. Pharma said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided document (pages 1 to 11 of the GlaxoSmithKline Pharmaceuticals Limited Q2 FY 2026 Earnings Conference Call) does not contain any explicit information or data regarding the current or expected order book or pending orders of the company. The discussion focuses mainly on financial performance, oncology product launches, supply chain issues, margins, and market strategy. Therefore, no details about order books or pending orders are available in the given transcript.

Glaxosmi. Pharma — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹995 Cr, net profit ₹278 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Glaxosmithkline Pharmaceuticals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Glaxosmi. Pharma Q2 FY26 results?

GSK India aims to achieve double-digit growth, focusing on innovative launches and recovering from recent supply disruptions (fire at CMO and GST transition impact). The company aspires to deliver double-digit growth for FY26, focusing on business growth and margin sustainability.

What is Glaxosmi. Pharma share price analysis?

Glaxosmi. Pharma currently shows a neutral. The stock trades at a P/E of 41.3 with a market cap of ₹43,471 Cr. Investors should review the full earnings analysis for detailed insights.

Is Glaxosmi. Pharma planning capital expenditure?

The transcript and presentation in the provided pages (1-11) of GlaxoSmithKline Pharmaceuticals Limited's Q2 FY2026 earnings call do not explicitly mention any current or future capex, capital investment, or strategic investment plans in detail.

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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.