💊 Glenmark Pharma Q1FY26 – Stable Growth, Litigation Impacts Profit

Date: 14 August 2025 Glenmark Pharmaceuticals reported steady Q1FY26 results, with stable revenues and margins, though net profitability was impacted by exceptional litigation charges. 🔑 Financials Revenue stood at ₹32,644 Mn (+0.6% YoY | +0.3% QoQ). EBITDA came in at ₹5,805 Mn with a margin of 17.8%. Adjusted PAT was ₹3,129 Mn (9.6% margin), while reported PAT fell to ₹470 Mn due to a ₹3.2 Bn litigation expense. 📊 Regional Performance India delivered ₹12,399 Mn (+3.7% YoY | +31.5% QoQ), supported by cardiac, dermatology, and respiratory therapies, along with new oncology launches TEVIMBRA® and BRUKINSA®. North America posted ₹7,780 Mn (–0.4% YoY | +8.9% QoQ), driven by three new product launches including generic Adderall®. Europe recorded ₹6,678 Mn (–4% YoY | –9% QoQ), while Emerging Markets contributed ₹5,721 Mn (+0.2% YoY | –27.6% QoQ), with RYALTRIS® gaining traction across multiple geographies. 🌍 Strategic Updates The AbbVie licensing deal for ISB 2001 validates Glenmark’s R&D capabilities in immuno-oncology. Consumer Care grew ~20% YoY, with Candid Powder retaining over 60% market share. RYALTRIS® is now commercialized in 45+ markets with filings in 90+. 📈 Analyst View Glenmark delivered resilient performance despite one-off costs. India and US remain key growth drivers, while Europe and EM softness is likely to recover. The strategic pivot toward specialty and branded products strengthens long-term prospects. ⚠️ Disclaimer: Informational purposes only, not investment advice. 👉 Like, Comment, and Follow for more market updates!