GlaxoSmithKline Pharmaceuticals Ltd (NSE:GLAXO)

Q4 2026 GlaxoSmithKline Pharmaceuticals Ltd Earnings Call Transcript

May 13, 2026 / 10:59 AM GMT

Release Date Price: ₹2411.7 (-1.52%)

Transcript

Key Points

Positve

GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) reported a double-digit growth in EBITDA at 11% for the full year.
The company achieved a significant milestone with its first-ever PAT exceeding 1,000 crores.
Vaccines, particularly the Shingrix vaccine, continued to deliver double-digit growth, contributing significantly to the company's performance.
The specialty business, including oncology and respiratory portfolios, showed promising growth, with new launches like Zejula and Jemperli performing well.
The company has made substantial progress in clinical trials, with 26 ongoing trials aimed at addressing unmet medical needs, indicating a strong pipeline for future growth.

Negative

Top-line growth was muted at 2% for the full year, impacted by supply chain disruptions and delayed vaccine shipments.
The general medicines portfolio faced challenges due to supply constraints, particularly affecting the distributed portfolio and tail-end brands.
The company experienced a decline in the Advanced Oral Antibiotics segment by about 2% for the quarter.
Despite efforts, the company still faces challenges in achieving its goal of double-digit top-line growth, with recent years showing single-digit increases.
There were lingering impacts of supply constraints from a CMO incident, which affected the company's ability to meet growth expectations.

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

GLAX.NS - GlaxoSmithKline Pharmaceuticals Ltd
Q4 2026 GlaxoSmithKline Pharmaceuticals Ltd Earnings Call
May 13, 2026 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hi, good evening.

This is Dhavan Dias, your moderator from Chorus Call.

Welcome to the GlaxoSmithKline Pharmaceuticals Limited Q4 FY 2026 and full year earnings call.

From the management at GlaxoSmithKline Pharmaceuticals Limited, we have Mr. Bhushan Avshikar, Managing Director, GlaxoSmithKline Pharmaceuticals Limited, and Mr. Ronojit Biswas.

Chief Financial Officer, GlaxoSmithline 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 the listen-only mode.

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