Glaxosmithkline Pharmaceuticals Limited · NSE:GLAXO
Glaxosmithkline Pharmaceuticals — Q4 FY26 Earnings Presentation
13 slides from Glaxosmithkline Pharmaceuticals's earnings presentation, May 13, 2026
Slide 1: Exchange filing cover letter: Presentation of Analyst / Institutional 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 13th May 2026 To, BSE LIMITED THE NATIONAL STOCK EXCHANGE OF INDIA LIMITED Phiroze Jeejeebhoy Towers Exchang
Slide 2: GlaxoSmithKline Pharmaceuticals Limited
GlaxoSmithKline Pharmaceuticals Limited 13th May, 2026 gsk.com
Slide 3: Bhushan Akshikar, Managing Director; Ronojit Biswas, Chief Financial Officer
Bhushan Akshikar, Managing Director Mr. Bhushan Akshikar has been the MD of GSK India since Q3 2022. He brings over 15 years of leadership experience within GSK in key roles across India, Middle East, Russia CIS & Africa region. Prior to joining GSK, Bhushan spent 15 years with Johnson & Johnson, in
Slide 4: GSK India's Key Focus areas to drive growth aligned to global priorities
GSK India’s Key Focus areas to drive growth aligned to global priorities Deliver Accelerate Simplify how we growth R&D work Established portfolio – deliver Focus on innovation & accelerate Reduce complexity, focus resources on competitive performance; launch of pipeline products what matters most an
Slide 5: Key categories relevant for GSK
IPM valued at ~₹64k Cr in Q4FY26; GSK rep market grew at 7.3% Acute market grew 8.9% majorly driven GSK’s rep market grew at 7.3% driven by by price the growth of its key categories Acute market Growth REP MKT 7.3 5.4% 2.1% 8.9% 1.4% AOA -2 Aug, Ceftum Key categories relevant for GSK PCM OS+OL 7 Cal
Slide 6: GSK's key brands remained competitive in the market
GSK’s key brands remained competitive in the market GENERAL MEDICINES VACCINES SPECIALTY Gen Meds1 market share is improving Established Vaccines continues to lead Building equity in the 1 2 4 (0.1%val MS gain); key brands delivered the overall Vx market with 20.9% Val MS3 Respiratory Segment compet
Slide 7: Q4FY26 Growth driven by its innovative portfolio (6% contribution)
Q4FY26 Growth driven by its innovative portfolio (6% contribution) Oncology Shingrix Respiratory 76% YOY Growth in patients 3.3k+ Severe asthma patients benefitted • RUBY-1 (Dec’25) establishes a new 1L 56% paradigm with OS benefit, expanding the YOY Growth eligible pool ~7.5x (from ~800 in 2L to in
Slide 8: 26 Ongoing Clinical Trials across Oncology, Respiratory, Immunology & Infectious disease
26 Ongoing Clinical Trials across Oncology, Respiratory, Immunology & Infectious disease Oncology : 14 studies (Blenrep, Dostarlimab (Jemperli), Niraparib (Zejula), Velzatinib and B7H4 Respiratory & Immunology :8 studies (GSK4532990 (NASH), Camlipixant, Efimosfermin, TSLP) Infectious disease :4 (Bep
Slide 9: Financial Highlights: FY 25-26 (Standalone)
Financial Highlights : FY 25-26 (Standalone) Continued trajectory of profitable growth and margin expansion; Final Dividend @ Rs.57 per share Revenue PAT EBITDA (before exceptional) ₹1010cr ₹3790cr ₹1300cr Margin: 34.3% (+290 bps) Margin: 26.8% (+200bps) Growth +2% Growth +11% Growth +10% Revenue gr
Slide 10: Consistent improved Profitability metrics and Return Ratios are stable
Consistent improved Profitability metrics and Return Ratios are stable Gross Margin EBITDA Employee benefit to Sales 64.8% 34.3% 31.4% 19.1% 18.7% 18.4% 62.9% 15.7% 16.1% 61.9% 26.4% 24.8% 60.7% 23.6% 59.4% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 ROCE Return on Net
Slide 11: Financial Highlights: Q4 FY 25-26 (Standalone)
Financial Highlights : Q4 FY 25-26 (Standalone) Portfolio shift combined with sustained margin improvement Revenue EBITDA PAT (before exceptional) ₹989cr ₹347cr ₹275cr Growth +2% Margin: 35.1% (+90 bps) Margin: 28% Growth +5% Growth +6% Revenue growth +2% EBITDA margin +100 bps (YoY) PAT +90 bps (Yo
Slide 12: Consistent competitive performance & profitability improvement with portfolio transformation
Consistent competitive performance & profitability improvement with portfolio transformation 35.9 35.2 Improving profitability 34.4 34.3 Portfolio transformation 31.9 30.7 31.2 28.5 28.3 28 27 Oncology launches 24.3 Q3 FY22 Q3 FY23 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 F
Slide 13: End of Presentation
gsk.com End of Presentation
GlaxoSmithKline Pharmaceuticals — Q4 FY26 Earnings Presentation on 6ix