Investor Presentation
Here's a summary of Glenmark Pharmaceuticals Limited's Q1 FY26 performance: **1. Financial Highlights:** Consolidated revenue hit ₹3,264.4 Cr (+0.6% YoY) for Q1 FY26. EBITDA reached ₹580.5 Cr (17.8% margin), with adjusted PAT at ₹312.9 Cr (9.6% margin). India business grew 3.7% to ₹1,239.9 Cr, while North America saw an 8.9% QoQ boost, hitting ₹778.0 Cr. **2. Strategic Initiatives & Growth Drivers:** Glenmark is pushing its strategy to drive growth via branded, specialty, and innovative products.
New oncology drugs TEVIMBRA® and BRUKINSA® launched in India.
Europe aims for double-digit growth in FY26, alongside constant currency double-digit growth expected from Emerging Markets. **3. Business Developments:** North America launched 3 products, including generic Adderall®, with 52 ANDAs pending.
Global brand RYALTRIS® is now in over 45 markets, showing robust performance.
WINLEVI® debuted in the UK, expanding its European reach.
Crucially, IGI (Glenmark's innovation arm) partnered with AbbVie for ISB 2001, a novel oncology asset, retaining commercial rights for Emerging Markets. **4. Market Position & Competitive Advantage:** India business outperformed the overall pharma market.
Consumer Care brands like Candid Powder maintain strong leadership.
The AbbVie partnership validates IGI's multi-specific platform technology, strengthening Glenmark's oncology franchise and innovation edge. **5. Investor Implications:** These updates signal positive growth potential, especially with new product launches and the strategic AbbVie collaboration.
Continued execution on branded and innovative portfolios will be key for long-term value creation.
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