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Glenmark Pharma.

Q4 FY26Pharmaceuticals & Biotechnology

Glenmark Pharma. Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹2,475
Market cap₹69.1K Cr
P/E22.1
Updated23 Sept 2026
Read5 min read

The short version

Future growth expectations for Glenmark Pharmaceuticals are as follows: - FY27 revenue guidance targets between INR 17,000 crores to INR 18,000 crores with an EBITDA margin of 21-22%. Glenmark expects a strong FY27 with revenue guidance of INR 17,000 to 18,000 crores and an EBITDA margin of 21% to 22%, considering growth investments and geopolitical factors.

From Glenmark Pharma.'s Q4 FY26 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Future growth expectations for Glenmark Pharmaceuticals are as follows: - FY27 revenue guidance targets between INR 17,000 crores to INR 18,000 crores with an EBITDA margin of 21-22%. - Strong growth anticipated across all markets, driven by: - U.S. business ramp-up with respiratory product launches including Fluticasone nasal spray, MDI inhalers, and two sole FTFs launching in Q3 and Q4. - Expansion in India and Emerging Markets with oncology portfolio launches (Aumolertinib, Trastuzumab Rezetecan, Envafolimab) and strong performance in branded segments like RYALTRIS. - continued 7-8% of sales reinvestment in R&D fueling innovation and pipeline growth. - RYALTRIS expected to grow over 30-40% for the next few years, expanding into markets like Brazil and China.

2 more points management made on revenue & sales performance

Profitability & Margins

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

Capital Expenditure Plans

  • Glenmark has set aside $70 million for future spend related to IGI (Innovative Generics & Injectables) pipeline.
  • R&D expenditure is planned at 7% to 8% of sales to support innovation and growth drivers.
  • Capital allocation for FY27 is largely focused on expansion of core businesses, including therapeutic areas like respiratory, dermatology, oncology, and branded generics.
  • FY26 capex included significant intangible assets additions (~INR 800 crores) due to upfront payments and milestones related to strategic in-licensing and partnerships for innovative business and U.S. injectables.
  • From FY27 onwards, capex is expected to normalize around INR 900 crores, reflecting a return to more typical investment levels.

2 more points management made on capital expenditure plans

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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 transcript from the Glenmark Pharmaceuticals Q4 FY26 Earnings Call does not explicitly mention details regarding the current or expected order book or pending orders. However, relevant insights related to business growth and expected launches include: - Strong growth anticipated in FY27 driven by launches in the U.S., India, and emerging markets. - Expansion in core businesses with capital allocation focused on growth and innovation. - New product launches including multiple respiratory products in the U.S. and oncology therapies in India and emerging markets.

2 more points management made on order book & pipeline

Glenmark Pharma. — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: 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 Pharma.'s management said in earlier quarters

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Frequently Asked Questions

What were Glenmark Pharma. Q4 FY26 results?

Future growth expectations for Glenmark Pharmaceuticals are as follows: - FY27 revenue guidance targets between INR 17,000 crores to INR 18,000 crores with an EBITDA margin of 21-22%. Glenmark expects a strong FY27 with revenue guidance of INR 17,000 to 18,000 crores and an EBITDA margin of 21% to 22%, considering growth investments and geopolitical factors.

What is Glenmark Pharma. share price analysis?

Glenmark Pharma. currently shows a neutral. 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 has set aside $70 million for future spend related to IGI (Innovative Generics & Injectables) pipeline. - R&D expenditure is planned at 7% to 8% of sales to support innovation and growth drivers. - Capital allocation for FY27 is largely focused on expansion of core businesses, including therapeutic areas like respiratory, dermatology, oncology, and branded generics. - FY26 capex included significant intangible assets additions (~INR 800 crores) due to upfront payments and milestones related to strategic in-licensing and partnerships for innovative business and U.S.

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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.