Gland Pharma Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gland Pharma reported strong Q4 FY'26 revenue of INR 1,742.8 Cr, up 22% YoY, with adjusted EBITDA of INR 524.4 Cr (30% margin) and PAT of INR 366.7 Cr (21% margin). Full-year revenue reached INR 6,430.7 Cr, growing 14.5%, with EBITDA at INR 1,682.6 Cr (26% margin). Growth was driven by new product launches like Dalbavancin, expanding CDMO business (46% of total revenue), and improved Cenexi performance, which turned EBITDA positive. The company projects 12-13% consolidated growth for FY'27 (constant currency) and a 15% CAGR over the next four years, backed by INR 2,000 Cr capex over five years. GLP-1 CDMO remains a significant future opportunity with 140 million cartridge capacity. Management is confident in sustained margins through operational efficiencies and a high-value product pipeline.