Glaxosmithkline Pharmaceuticals Limited · NSE:GLAXO
Glaxosmithkline Pharmaceuticals — Q2 FY26 Earnings Presentation
8 slides from Glaxosmithkline Pharmaceuticals's earnings presentation, Nov 6, 2025
Slide 1: GlaxoSmithKline Pharmaceuticals Limited
GlaxoSmithKline Pharmaceuticals Limited 6th Nov, 2025 gsk.com
Slide 2: Bhushan Akshikar, Managing Director; Juby Chandy, Chief Financial Officer
Bhushan Akshikar, Managing Director Mr. Bhushan Akshikar has been the MD of GSK India since Q3 2022. He brings over 14 years of leadership experience in key roles within GSK spanning across India, Middle East, Russia CIS & Africa region. Prior to joining GSK, Bhushan spent 15 years with Johnson & Jo
Slide 3: GSK India's commercial ambition: focus, innovation and agility
GSK India’s commercial ambition is driven by focus, innovation and agility, underpinned by continuous cultural transformation Our Portfolio 2 Agile to be ambitious Test, learn and adapt to create adult IZ as a 3 Innovate General Medicines category for Shingles Anti-infectives, dermatology, pain, VMN
Slide 4: GSK key brands were competitive in the market; growth impacted by lower tailwinds
GSK key brands were competitive in the market; growth impacted due to lower than anticipated tailwinds from the market GENERAL MEDICINES VACCINES SPECIALTY Gen Meds key brands delivered Established Vaccines continues to lead Building equity in the 1 2 4 competitive performance; the overall Vx market
Slide 5: Strong start in Oncology Portfolio
Strong start in Oncology Portfolio Endometrial Cancer Ovarian Cancer 3rd most common gynecological 2nd most common gynecological malignancy amongst Indian Women 1 malignancy amongst Indian Women 1 Jemperli Zejula Vision To pioneer Gyn-Oncology solutions for Indian patients 2L monotherapy in patients
Slide 6: Financial Highlights: Q2 FY 25-26 (Standalone)
Financial Highlights : Q2 FY 25-26 (Standalone) Revenue EBITDA PAT (before exceptional) ₹974cr ₹335cr ₹253cr Margin: 34.4% (+250 bps) Margin: 26.1% (+150 bps) Growth -2.6% Growth +4.9% Growth +3.3% Revenue growth -2.6% EBITDA margin +250 bps (YoY) PAT +150 bps (YoY) ▪ Pharma sales impacted by supply
Slide 7: Consistent competitive performance & profitability improvement with portfolio transformation
Consistent competitive performance & profitability improvement with portfolio transformation EBITDA Margins% Improving profitability Portfolio transformation 34.3 31.2 34.4 31.9 30.7 28.3 27 28 Oncology launches Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Innovation Vaccine launc
Slide 8: End of Presentation
gsk.com End of Presentation
GlaxoSmithKline Pharmaceuticals — Q2 FY26 Earnings Presentation on 6ix