Gland Pharma Ltd — earnings calls

Gland Pharma reported Q1 FY27 consolidated revenue of INR18,003 million, up 20% year-on-year, with adjusted EBITDA margin of 28% and profit after tax of INR3,170 million, up 47% year-on-year. Growth was driven by the CDMO and B2B segments, recent product launches, and improved capacity utilization, while the company announced new strategic manufacturing agreements including a large sterile injectables supply deal, a Neuland Laboratories API collaboration, and a China-based liposomal product in-licensing deal. Management also discussed capital expenditure plans, Cenexi's European operations, and provided commentary on growth expectations for the CDMO business over the coming years.

Gland Pharma reported Q4 FY26 consolidated revenue of INR17,428 million, up 22% year-on-year, with adjusted EBITDA of INR5,244 million at 30% margin and adjusted PAT of INR3,667 million at 21% margin. Full year FY26 revenue grew 14.5% to INR64,307 million, with the CDMO business contributing 46% of total revenue and growing 28%. Management attributed the quarter's performance to new product launches including Dalbavancin, GPO contract wins, capacity utilization improvements and steady contribution from the Cenexi subsidiary in France.