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Middle East conflict impact on logistics and glass costs
View Risks →Gland Pharma Limited — Q4 FY26
Gland Pharma delivered a strong Q4 FY26 with consolidated revenue of ₹1,742.8 crore (+22% YoY) and adjusted EBITDA margin of 30% (+500bps YoY), driven by robust CDMO growth (46% of revenue, +28% YoY), new product launches (dalbavancin, multivitamin), and im...
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Gland Pharma delivered a strong Q4 FY26 with consolidated revenue of ₹1,742.8 crore (+22% YoY) and adjusted EBITDA margin of 30% (+500bps YoY), driven by robust CDMO growth (46% of revenue, +28% YoY), new product launches (dalbavancin, multivitamin), and improved capacity utilization. The base business EBITDA margin remained healthy at 41% for the quarter. SenXi posted €45M revenue (+4% YoY) and turned EBITDA-positive (€1M), with a mid-term target of mid-teen EBITDA margins. Management guided for 12-13% constant currency revenue growth in FY27, excluding GLP-1 upside, supported by a CDMO pipeline of $40-50M incremental revenue and new product launches. Capex of ₹500 crore planned for FY27. Key risk: potential 1-2% revenue impact from Middle East conflict-related logistics and glass cost inflation.
ग्लैंड फार्मा ने वित्त वर्ष 2026 की चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल कमाई ₹1,742.8 करोड़ रही, जो पिछले साल से 22% ज्यादा है। कंपनी का मुनाफा (EBITDA मार्जिन) 30% रहा, जो पिछले साल से 5% बढ़ा है। यह बढ़ोतरी CDMO (दूसरी कंपनियों के लिए दवा बनाने का काम) में 28% वृद्धि, नई दवाओं (जैसे डालबावैंसिन और मल्टीविटामिन) के लॉन्च और फैक्ट्री के बेहतर उपयोग से हुई। सेनशी ने €45 करोड़ कमाई की और पहली बार मुनाफा कमाया। कंपनी अगले साल 12-13% कमाई बढ़ाने का लक्ष्य रखती है। ₹500 करोड़ का नया निवेश (कैपेक्स) करेगी। जोखिम: मिडिल ईस्ट संघर्ष से शिपिंग में देरी और कांच की कीमतों में बढ़ोतरी से 1-2% कमाई पर असर पड़ सकता है।
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CDMO Revenue Share
46%
+28% YoY
CDMO business contributed 46% of total revenue in Q4 FY26, growing 28% YoY driven by new contracts and product launches.
SenXi Revenue
€45M
+4% YoY
SenXi reported €45M revenue in Q4 FY26, with EBITDA positive at €1M, marking continued turnaround progress.
GLP-1 Capacity
140M units
N/A
GLP-1 capacity stands at 140 million units with 8 contracts signed; insulin fill will utilize 30-40M units near-term.
US Revenue Growth
₹971.6M
+26% YoY
US revenue grew 26% YoY in Q4 FY26, driven by new product launches and GPO contract wins.
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Guidance and risk preview
Management guided for 12-13% constant currency revenue growth in FY27, driven by new product launches, CDMO ramp-up, and SenXi improvement.
Management noted potential 1-2% revenue impact from Middle East conflict-related logistics disruptions and glass cost inflation of 5-6%.
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