Glaxosmithkline Pharmaceuticals Limited · NSE:GLAXO

Glaxosmithkline Pharmaceuticals — Q1 FY26 Earnings Presentation

12 slides from Glaxosmithkline Pharmaceuticals's earnings presentation, Aug 1, 2025

  1. Slide 1: Cover letter to stock exchanges: Presentation of Analyst / Investor Meetings

    GlaxoSmithKline Pharmaceuticals Limited GSK House, Dr. Annie Besant Road, Worli, Mumbai - 400 030 Tel No: +91 22 2495 9595 Fax No: +91 22 2495 9494 Web: www.gsk-india.com Email: askus@gsk.com 1st August 2025 To, BSE LIMITED THE NATIONAL STOCK EXCHANGE OF INDIA LIMITED Phiroze Jeejeebhoy Towers Excha

  2. Slide 2: GlaxoSmithKline Pharmaceuticals Limited

    GlaxoSmithKline Pharmaceuticals Limited 1st Aug, 2025 gsk.com

  3. Slide 3: 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

  4. Slide 4: GSK India's commercial ambition is driven by focus, innovation and agility

    GSK India’s commercial ambition is driven by focus, innovation and agility, underpinned by continuous cultural transformation Agile to be ambitious Our Portfolio Test, learn and adapt to create adult IZ as a category for Shingrix General Medicines Anti-infectives, dermatology, Focus to grow Innovate

  5. Slide 5: Q1 FY26 IPM grew at 8.6%; GSK's rep market grew at 6.6%

    Q1 FY26 IPM grew at 8.6%; GSK’s rep market grew at 6.6% due to slow growth in some of its key categories GSK’s rep market grew at 6.6% IPM growth is driven by price & new Key therapies for GSK - AI, Pain, driven by the slower growth in few launches; acute market grew 7.2% and Derma - grew slower tha

  6. Slide 6: Key assets of GSK delivered competitive external performance in Q1 FY26

    Key assets of GSK delivered competitive external performance in Q1 FY26 GENERAL MEDICINES VACCINES SPECIALTY 1 Gen Meds key promoted brands deliver 2 Paediatric Vaccines continues to lead 4 Building equity in the competitive external performance the overall Vx market Respiratory Segment Brand Val EI

  7. Slide 7: Gen Med's Priority brands external performance drive competitive edge

    Gen Med’s Priority brands external performance drive competitive edge Uniting science, Enhanced access Strengthening Maximize potential technology and talent and sharp focus market leadership in the SITT Market +10.7% 104 1.2x 111 8.4% 101 ~1.8x 109 Vol growth Val EI Val growth Val EI Vol growth Val

  8. Slide 8: GSK continues to maintain its leadership position in Vx market

    GSK continues to maintain its leadership position in Vx market A Maintaining leadership in Paed Vx with B Establishing adult Iz through Shingrix 20.8%* MS Year 1 Rx updates 24% Driving in-clinic HCP Preference with category leading ~30k ~38k efforts & strong clinical differentiation Rx (IQVIA) Q4 FY

  9. Slide 9: Spearhead Onco. launch in India with Gyn-Onc brands Jemperli & Zejula

    Spearhead Onco. launch in India with 2 Gyn-Onc brands Jemperli & Zejula Way Ahead Jemperli Zejula Launch in Aug 2025 Vision To pioneer Gyn-Oncology solutions for Indian patients Maintenance monoRx for patients Launch Activations Indication 2L EC for dMMR +ve patients with advanced or recurrent OC ~1

  10. Slide 10: Consistent competitive performance & profitability improvement with portfolio transformation

    Consistent competitive performance & profitability improvement with portfolio transformation Improving profitability Portfolio transformation 34.3 31.9 30.1 30.7 31.2 28.3 27 28 Oncology launches 19.1 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Innovation EBITDA Margins%

  11. Slide 11: Financial Highlights: Q1 FY 25-26 (Standalone)

    Financial Highlights : Q1 FY 25-26 (Standalone) Revenue EBITDA PAT (before exceptional) ₹805cr ₹251cr ₹205cr Growth -0.8% Margin: 31.2% (+290 bps) Margin: 25.6% (+290 bps) Growth +9.3% Growth +12.7% Revenue growth -0.8% EBITDA margin +290 bps (YoY) PAT +290 bps (YoY)  General Medicine impacted by s

  12. Slide 12: Thank you!

    gsk.com Thank you!

GlaxoSmithKline Pharmaceuticals — Q1 FY26 Earnings Presentation on 6ix