Q1-FY24 · Srinivas Sadu
We have started the financial year on a positive note. The first quarter has demonstrated the same.
GLAND / language trends
Read confidence between the lines.
Gland Pharma · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY24 · Srinivas Sadu
The opportunity is to make it more efficient and reduction of costs are plenty.
Q1-FY24 · Srinivas Sadu
It's not that we're exiting, it's just that we're trying to be more selective in selling now while we work on improving the costs.
Q1-FY25 · Srinivas Sadu
We are in discussions with a leading biologics company for a potential strategic collaboration. This collaboration could involve large-scale contract manufacturing of our four biosimilars with a possible in-licensing opportunity for Gland Pharma in specific markets of interest.
Q1-FY25 · Srinivas Sadu
Cenexi is still a few quarters away from a complete turnaround.
Q1-FY25 · Alain Kirchmeyer
We are also gaining good traction from partners in new areas outside of small molecules, such as biologics, plasma fraction, and several difficult-to-make technologies.
Q1-FY26 · Shyamakant Giri
Cenexi reached break-even this quarter. We are confident Synapse's performance will continue to improve.
Q1-FY26 · Alain Kirchmeyer
Q1 FY 2026 has marked the beginning of a meaningful turnaround. We remain firmly focused on our previous commitment: to deliver a positive EBITDA in Q3 FY 2026.
Q1-FY26 · Srinivas Sadu
We are estimating the EBITDA ramp-up happening in Q3 and then Q4 also. Q2 would be a little lower because of the one-month summer shutdown.
Q2-FY24 · Srinivas Sadu
The revenue growth trajectory has been steady across key markets and products, mainly fueled by new launches and consistent market share of our top products across our B2B partners.
Q2-FY24 · Ravi Shekhar Mitra
Price overall is stable if you look at from the previous quarter to current. The relaunches what we have done, out of 14 products in the U.S. what we launched, 4 are entirely new and about 10 are relaunches.
Q2-FY24 · Ravi Shekhar Mitra
We are currently analyzing that data. As of now, in the near term, it is not, but we'll see how the efficiency increases.
Q2-FY25 · Alain Kirchmeyer
We continue to strive for achieving our short-term goals: a positive EBITDA for Q4 of full year 2025.
Q2-FY25 · Srinivas Sadu
The initial financial benefits we'll get from the first quarter of next year, and then, depending on the timing of the products and the development, then it will pick up.
Q2-FY25 · Srinivas Sadu
We have already signed a few GLP-1 contracts on the CDMO side.
Q2-FY26 · Srinivas Sadu
Our strategy is focused on four key aspects: growth, capability, efficiency, and ROC. All aligned towards building Gland Pharma into a high-end, innovation-driven CDMO and specialty injectables company.
Q2-FY26 · Shyamakant Giri
We are confident of achieving a mid-teens growth in the coming couple of years.
Q2-FY26 · Alain Kirchmeyer
The whole EBITDA decrease from 11 to 5 signals that our transformation project is on the right track, and it will continue to remain on that track.
Q3-FY24 · Srinivas Sadu
The growth came from volumes by 8%, and another 3% came from the new launches. But also, Enoxaparin came back, and we are seeing an uptick of volumes.
Q3-FY24 · Srinivas Sadu
The operational efficiency is the current, you know, one of the facilities are, I would say, you know, capacity-wise, it's chockablock. And, we're not able to deliver because of the poor OTIF.
Q3-FY24 · Srinivas Sadu
We have a solid order book of new programs that have been signed and are currently in various stages of tech transfer and approval. With these programs, we anticipate a medium-term incremental increase of EUR 30-40 million on our existing annual revenue base.
Q3-FY25 · Srinivas Sadu
We expect to recover these volumes in the coming quarters and remain optimistic about the overall trajectory of our business.
Q3-FY25 · Shyamakant Giri
We are estimating now third quarter FY26 could be a bit of a positive quarter.
Q3-FY25 · Alain Kirchmeyer
We have a constant flow of opportunities that we are looking at. What is especially encouraging in the last quarter is that we finalized the validation batches for two products that will move in Q1 into commercial production.
Q3-FY26 · Srinivas Sadu
India pharma is moving from being the pharmacy of the world to becoming a global innovation hub.
Q3-FY26 · Ravi Mitra
We are looking at 15% CAGR, five years, as a company, other than the inorganic what we may do in next few years.
Q3-FY26 · Srinivas Sadu
We have signed up with several, Semaglutide, the generics also.
Q4-FY24 · Srinivas Sadu
Today the issue is not orders. We have a EUR 20 million-EUR 25 million orders on backlog, and the concern is the capacity.
Q4-FY24 · Alain Kirchmeyer
Our goal to reach high-teen margins is a mid to long-term goal, and there are a number of actions that we have to take.
Q4-FY24 · Srinivas Sadu
We kind of guided last time also. I think we still were at, you know, want to stick to that, about 15%, around 14%-15% on annual basis growth rate.
Q4-FY25 · Srinivas Sadu
We are looking at mid-teens as a growth for the coming year.
Q4-FY25 · Shyamakant Giri
Our long-term vision on ROW is the strongest. We internally have reason to believe that this business can double over the next three to five years.
Q4-FY25 · Ravi Mitra
We are looking at a break-even in this December quarter. Next year, we should improve the EBITDA margin significantly.
Q4-FY26 · Srinivas Sadu
We remain confident in sustaining this momentum, supported by a pipeline of complex product launches and the continued ramp-up of CDMO partnerships.
Q4-FY26 · Srinivas Sadu
Cenexi is now EBITDA positive, operationally stable and poised for growth.
Q4-FY26 · Srinivas Sadu
The forecasting or the guidance we give is excluding GLP-1. Anything which happens on GLP-1 will run upside.