GlaxoSmithKline Pharmaceuticals Limited — PPTs, 01-08-2025: Investor Presentation

Here is the summary for GlaxoSmithKline Pharmaceuticals Limited:

**Financial Highlights:**

GSK Pharma's Q1 FY26 revenue was ₹805 Cr (-0.8% YoY), impacted by General Medicine seasonality. However, PAT surged 12.7% to ₹205 Cr (25.6% margin). EBITDA grew 9.3% to ₹251 Cr, with margins at 31.2% (+290 bps), driven by improved gross margin and operating leverage.

**Strategic Initiatives & Growth Drivers:**

Growth is focused on innovation: sharpening GenMed & Paediatric Vaccines strategies, scaling Oncology, and expanding adult immunization via Shingrix (38k Rxs in Q1 FY26, +24% QoQ). Digital engagement is also boosting Healthcare Professional (HCP) reach.

**Business Developments:**

GSK will launch two Gyn-Oncology brands, Jemperli and Zejula, in India in August 2025, targeting endometrial and ovarian cancers. The Vaxikart app serviced ~40% of vaccine demand.

**Market Position & Competitive Advantage:**

GSK maintains strong Vaccines leadership (20.8% unit share in Paediatric Vaccines). Key General Medicine brands also performed competitively. Consistent performance and profitability gains are noted from portfolio transformation.

**Investor Implications:**

Despite flat revenue, Q1's strong profitability signals effective cost management. Upcoming oncology launches and continued specialty/vaccine strength offer positive growth potential. Investors should watch new product rollout execution closely.