GlaxoSmithKline Pharmaceuticals Ltd (NSE:GLAXO)

Q1 2026 GlaxoSmithKline Pharmaceuticals Ltd Earnings Call Transcript

Aug 1, 2025 / 10:59 AM GMT

Release Date Price: ₹2936.5 (-7.15%)

Transcript

Key Points

Positve

GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) has maintained competitive performance, growing ahead of the market in several key areas.
The company has shown strong growth in its specialty segment, particularly in adult vaccination with Shingrix and in respiratory treatments.
There is a strategic focus on launching innovative oncology products, which are expected to contribute to growth in the coming quarters.
The company has improved its EBITDA margin by 290 basis points, reflecting better expense management and productivity improvements.
Cash conversion is healthy, with 100% of sales being converted to cash, supporting a 13% growth in EPS for the quarter.

Negative

Revenue growth was flat due to softer than expected tailwinds, particularly in antibiotics and the dermatology portfolio.
The acute segment, including anti-infectives and dermatology, experienced muted growth, impacting overall performance.
Supply chain disruptions, including a fire incident at a CMO, led to a 2% loss in growth, affecting brands like Calpol.
The company faces challenges from trade generics and private labels, which could impact market share and growth.
Margins on innovative products are lower than those on general medicines, potentially affecting profitability in the long term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GLAX.NS - GlaxoSmithKline Pharmaceuticals Ltd
Q1 2026 GlaxoSmithKline Pharmaceuticals Ltd Earnings Call
Aug 01, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hi.

Good evening everyone. This is Neerav Bhagat, your moderator for Corusol.

Welcome to the GlaxoSmithKline Pharmaceuticals Limited.

1 FI 2026 analyst meet.

From the management of GlaxoSmithKline Pharmaceuticals Limited, we have with us Mr. Bush and Ashikar.

Managing director GlaxoSmithKline Pharmaceuticals Limited.

And Mr. Jubi Chandi, Chief Financial Officer, Gladso SmithKline Pharmaceuticals Limited.

By participating in this event, you consent to the recording, distribution, and publication of this event.

Kindly note that this call is meant for investors and analysts only.

All participant lines will be in listen-only

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