Glenmark Pharmaceuticals Limited — PPTs, 29-05-2026: Investor Presentation

Glenmark Pharma delivered a strong Q4 FY26, with consolidated revenue rising 15.8% YoY to Rs. 3,770.6 Cr. Profit after tax (PAT) stood at Rs. 301.3 Cr, and EBITDA reached Rs. 762.6 Cr (20.2% margin). Regional growth was robust, with Europe up 21.4%, North America growing 29.4% (boosted by out-licensing income), Emerging Markets climbing 13.7%, and India expanding 8.2% while outperforming the market in secondary sales.

Strategic focus areas include expanding the oncology business and strengthening its global respiratory franchise. Recent highlights include a landmark licensing deal with AbbVie for ISB 2001, featuring a $700 million upfront payment. RYALTRIS® saw significant momentum, launching in China, Thailand, and commercializing in the USA, contributing to over 50% secondary sales growth. WINLEVI® was successfully launched in the UK, and the first generic FloVent® HFA received US approval with exclusivity. Additionally, the Monroe manufacturing facility received a positive US FDA report, enabling future production. Management sees FY26 as a "defining year" for innovation, emphasizing future disciplined execution and differentiated science.