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Glenmark Pharma.

Q1 FY27Pharmaceuticals & Biotechnology

Glenmark Pharmaceuticals Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹2,475
Market cap₹69.1K Cr
P/E22.1
Updated23 Sept 2026
Read4 min read

What the Q1 FY27 call signalled

1 of 4 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned
FundraiseNo fundraise planned

The short version

India business expected to grow consistently at 12%-15% annually, driven by strong brands and new product launches like Aumolertinib, Trastuzumab Rezetecan, TEVIMBRA, and BRUKINSA. Glenmark expects sustained growth, particularly driven by India with 12%-15% consistent growth projected (Page 9, 11, 12). - Upcoming product launches in India (Aumolertinib, Trastuzumab Rezetecan, TEVIMBRA, BRUKINSA) and respiratory launches in the U.S.

From Glenmark Pharma.'s Q1 FY27 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Moderate growth
  • India business expected to grow consistently at 12%-15% annually, driven by strong brands and new product launches like Aumolertinib, Trastuzumab Rezetecan, TEVIMBRA, and BRUKINSA.
  • Chronic respiratory segment in India showing over 25% growth; oncology and cardiovascular segments also strong.
  • U.S. business growth supported by upcoming respiratory launches in H2 FY27, with Monroe differentiated injectables kicking in next year.
  • Europe expected to grow at high single digits this year, moving towards double-digit growth with increasing focus on branded products (targeting ~60% branded revenue in 5 years).
  • New oncology specialty portfolio and innovative products (e.g., ISB 2001, IGI pipeline assets 2301 and 2302) to contribute to medium- and long-term growth.

2 more points from Glenmark Pharma.'s call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

Capex planned
  • Glenmark is making strategic investments to strengthen oncology commercial capabilities, especially in emerging markets, to prepare for launches of Aumolertinib, Trastu Reze, and envafolimab.
  • These investments support a projected INR500-600 million revenue over 5-6 years from these oncology brands.
  • The same infrastructure will be leveraged for launching ISB 2001 in the future, indicating ongoing capital commitment to innovative oncology assets.
  • R&D investment remains significant, with a quarterly spend of around INR289 crores and an annual guidance of 7-8% of revenue.

2 more points from Glenmark Pharma.'s call on capex

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Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

Guidance-ranked
1KRM Ayurveda
Rev 1Mar 1
2Accretion Pha.
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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

Order Book & Pipeline

The following related points provide insight into business outlook and growth: - Glenmark reported broad-based growth across all regions with consolidated revenues up 23.1% year-on-year. - Strong momentum in India with 18.1% growth in formulation business and significant market share gains. - Several key launches in oncology, respiratory, and chronic care areas are underway or planned. - Preparations and product approvals expected in the U.S. respiratory segment in H2 FY27 to drive growth.

2 more points from Glenmark Pharma.'s call on order book

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Glenmark Pharma. — Quarterly revenue & net profit

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

Q1 FY27 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹3.9K Cr, net profit ₹403 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Glenmark Pharmaceuticals Ltd's management said in earlier quarters

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  • Balaxi Pharmaceuticals Ltd (Q1 FY27)

    Q1 FY27 Revenue: ₹80.68 crore, up 14.1% YoY from ₹70.74 crore in Q1 FY26 (Page 20). Key investor presentation takeaways from Balaxi Pharma's Q1 FY27 investor pr

  • Sanjivani Paranteral Ltd (Q1 FY27)

    Q1 FY27 consolidated revenue from operations: ₹238.39 Mn, up 33.8% YoY from ₹178.92 Mn in Q1 FY26 (Page 25). Key investor presentation takeaways from Sanjivani

  • Natural Capsules Ltd (Q1 FY27)

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Frequently Asked Questions

What were Glenmark Pharma. Q1 FY27 results?

India business expected to grow consistently at 12%-15% annually, driven by strong brands and new product launches like Aumolertinib, Trastuzumab Rezetecan, TEVIMBRA, and BRUKINSA. Glenmark expects sustained growth, particularly driven by India with 12%-15% consistent growth projected (Page 9, 11, 12). - Upcoming product launches in India (Aumolertinib, Trastuzumab Rezetecan, TEVIMBRA, BRUKINSA) and respiratory launches in the U.S.

What is Glenmark Pharma. share price analysis?

Glenmark Pharma. currently shows a below-average growth signal. The stock trades at a P/E of 22.1 with a market cap of ₹69,072 Cr. Investors should review the full earnings analysis for detailed insights.

Is Glenmark Pharma. planning capital expenditure?

Glenmark is making strategic investments to strengthen oncology commercial capabilities, especially in emerging markets, to prepare for launches of Aumolertinib, Trastu Reze, and envafolimab.

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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.