Cenexi turnaround delay
Cenexi's break-even depends on achieving EUR 50 million quarterly revenue; any shortfall could delay profitability.
GLAND / Q2-FY26 / risks
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Gland Pharma · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Milestone revenue volatility
Milestone revenue was lower in Q2 (INR 44-45 crore vs. normal INR 75-80 crore) due to timing and U.S. licensing slowdown, impacting quarterly comparisons.
ROW business growth lumpiness
ROW revenue was flat due to a 53% decline in tech transfer/CMO revenue, though product sales grew 19%; recovery may take a few quarters.