Glenmark Pharmaceuticals Limited · NSE:GLENMARK
Glenmark Pharmaceuticals — Q4 FY25 Earnings Presentation
19 slides from Glenmark Pharmaceuticals's earnings presentation, May 23, 2025
Slide 1: Stock exchange filing cover letter
May 23, 2025 To, To, Dy. General Manager The Manager – Listing, Department of Corporate Services, National Stock Exchange of India Ltd., BSE Ltd., Plot No. C/1, G Block, P. J. Towers, Dalal Street, Bandra Kurla Complex, Fort, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Ref: Scrip Code: 532296 Ref:
Slide 2: Investor Presentation: Q4 FY25
Investor Presentation: Q4 FY25 23 May 2025
Slide 3: Disclaimer
Disclaimer This document has been prepared by Glenmark Pharmaceuticals Ltd. and the information, statements and analysis made in this document describing the Company’s or its affiliates’ objectives, projections and estimates are forward looking statements. Forward-looking statements are all statemen
Slide 4: Key Highlights in FY25
Key Highlights in FY25 Glenmark assumed leadership position in its key therapeutic areas in India, ranking 2nd in Dermatology, 2nd in Respiratory and 3rd in Cardiac segment respectively1 RYALTRIS® was launched in more than 10 Glenmark’s Europe business continued its markets in FY25 and is now commer
Slide 5: Q4 FY25 Summary
Q4 FY25 Summary “Our performance reflects the underlying resilience of our business, the strength of our diversified portfolio, and the focused execution Consolidated • Consolidated Revenue of Rs. 32,562 Mn of our strategic priorities. The Europe business has shown strong Revenue • YoY growth of 6.3
Slide 6: Consolidated Revenue – Q4 FY25
Consolidated Revenue – Q4 FY25 Fourth Quarter ended March 31 Rs Mn FY 2024-25 FY 2023-24 YoY Growth % India 9,430 9,391 0.4% North America 7,146 7,557 -5.4% Europe 7,335 6,118 19.9% Rest of the World1 7,898 7,528 4.9% Total 31,809 30,594 4.0% Other Revenue 753 36 2021.5% Consolidated Revenue 32,562
Slide 7: Consolidated Revenue – FY25
Consolidated Revenue – FY25 Twelve Months ended March 31 Rs Mn FY 2024-25 FY 2023-24 YoY Growth % India 44,845 33,994 31.9% North America 30,172 30,943 -2.5% Europe 28,463 24,205 17.6% Rest of the World1 28,138 27,666 1.7% Total 131,618 116,807 12.7% Other Revenue 1,599 1,324 20.8% Consolidated Reve
Slide 8: Regional Contribution
Regional Contribution 2.3% 1.2% 21.1% 24.3% 29.0% 33.7% Q4 FY25 FY25 21.4% 22.5% 21.9% 22.6% India Europe Other Revenue North America ROW 7 ©2023 Glenmark Pharmaceuticals Ltd. All Rights Reserved
Slide 9: P&L Highlights
P&L Highlights Rs. Mn Q4 FY25 12M FY25 Revenues from Operations 32,562 133,217 Gross Margin 21,673 89,684 Gross Margin (%) 66.6% 67.3% EBITDA 5,607 23,510 EBITDA Margin (%) 17.2% 17.6% Other Income (exp) 116 1,137 Exceptional gain (loss) (3,728) (3,728) Profit Before Tax (PBT) 78 13,990 Tax 34 3,519
Slide 10: India
29.0 Q4 % FY25 India Revenue (Rs. million) YoY: 0.4% Ranked 2nd in Dermatology, QoQ: -11.3% Launched Empagliflozin and 2nd in Respiratory and 3rd its fixed-dose combinations 10,637 in the Cardiac segment# 9,430 9,391 Key Highlights ▪ Continued weak growth in the acute Respiratory market and a highly
Slide 11: North America
29.0 Q4 % FY25 North America Revenue (Rs. million) YoY: -5.4% Leveraging strong QoQ: -8.5% 8 ANDAs approved and 13 capabilities in Injectables products launched in FY25 and Respiratory 7,557 7,813 7,146 Key Highlights ▪ 7 new products launched in the fourth quarter Q4 FY25 Q4 FY24 Q3 FY25 ▪ Expect a
Slide 12: Europe
29.0 Q4 % FY25 Europe Revenue (Rs. million) YoY: 19.9% Sustained strong double- WINLEVI® approved by the QoQ: 0.5% digit growth in Q4 and FY25 UK MHRA 7,335 7,297 6,118 Key Highlights ▪ CEE region witnessed double-digit growth across all key markets on the back of a strong uptick in key products Q4
Slide 13: Rest Of the World (ROW)
29.0 Q4 % FY25 Rest Of the World (ROW)1 Revenue (Rs. million) Reported growth impacted YoY: 4.9% due to the adverse currency RYALTRIS® continues to QoQ: 5.4% movements in some of the scale up across markets key markets 7,898 7,528 7,491 Key Highlights ▪ Russia: Secondary sales growth of 10.2%; conti
Slide 14: Creating Global Brands
Creating Global Brands RYALTRIS® ▪ As of March 2025, marketing applications for RYALTRIS® have been submitted in more than 90 countries across the world and the product has been commercialized in 45+ markets. Further, it is expected to be launched in 10-12 additional markets over the next few quarte
Slide 15: ICHNOS GLENMARK INNOVATION
ICHNOS GLENMARK INNOVATION TREAT: Trispecific Engagement by Antibodies based on the T cell receptor BEAT: Bispecific Engagement by Antibodies based on the T cell receptor 14 ©2023 Glenmark Pharmaceuticals Ltd. All Rights Reserved
Slide 16: ICHNOS GLENMARK INNOVATION: Partnered Assets in Immunology
ICHNOS GLENMARK INNOVATION PARTNERED ASSETS IN IMMUNOLOGY ▪ ISB 880 / ALM27134 (IL-1RAP ANTAGONIST) o IGI entered an exclusive global licensing agreement for ISB 880 in autoimmune diseases with Almirall in December 2021. Within the terms of the agreement, Almirall assumed full cost and responsibilit
Slide 17: ICHNOS GLENMARK INNOVATION: Multiple Myeloma Overview
ICHNOS GLENMARK INNOVATION MULTIPLE MYELOMA (MM) OVERVIEW ▪ Remains a devastating and often fatal disease, with no current cure available. Despite advancements in treatment, many patients continue to face poor outcomes, especially those with relapsed or refractory (r/r) disease. ▪ Market projected t
Slide 18: ISB 2001 Data Presentation at ASH2024
ICHNOS GLENMARK INNOVATION ISB 2001 DATA PRESENTATION AT ASH2024 ▪ IGI presented first-time data from its Phase 1 study of ISB 2001 in an oral presentation at the 66th American Society of Hematology (ASH) Annual Meeting in San Diego, CA. The oral presentation detailed out the results from the dose-e
Slide 19: Thank You
G Glenmark Thank You
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