BSECompany Update31 Jul 2026 · 31 Jul 2026, 07:19 pm

Investor Presentation - Q1 FY 26-27

Glenmark Pharmaceuticals Ltd · 532296

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Glenmark Pharmaceuticals Ltd has reported Q1 FY27 results with consolidated revenue of Rs. 40,185 million, a 23.1% YoY growth, driven by broad-based growth across key markets, with India, North America, and Emerging Markets delivering strong performance.

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Governance Concern1/10
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Market Sentiment8/10

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Glenmark Pharmaceuticals Ltd - 532296 - Announcement under Regulation 30 (LODR)-Investor Presentation

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July 31, 2026 To, To, National Stock Exchange of India Limited, BSE Limited, “Exchange Plaza”, Corporate Relationship Department, 5th Floor, Plot No. C/1, G Block, 2nd Floor, New Trading Ring, Bandra- Kurla Complex Bandra (East), P.J. Towers, Dalal Street, Mumbai – 400 051 Mumbai – 400 001 Scrip Name: GLENMARK Scrip Code: 532296 ISIN: INE935A01035 ISIN: INE935A01035 Our Reference No. 38/26-27 Our Reference No. 38/26-27 Dear Sir/ Madam, Sub: Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing the Investor Presentation – Q1 FY 26-27. You are requested to take the same on record. Thanking You. Yours faithfully, For Glenmark Pharmaceuticals Limited Rashmi Khandelwal Company Secretary & Compliance Officer ACS – 28839 Encl: As above Glenmark Pharmaceuticals Limited Glenmark House, B D Sawant Marg, Andheri (E), Mumbai 400 099 T: 91 22 4018 9999 F: 91 22 4018 9988 CIN: L24299MH1977PLC019982 W: www.glenmarkpharma.com Registered office: B/2, Mahalaxmi Chambers, 22 Bhulabhai Desai Road, Mumbai 400 026 E:complianceofficer@glenmarkpharma.com Investor Presentation Q1 FY27 31 July 2026 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 statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and other statements that are other than statements of historical fact, including, but not limited to, those that are identified by the use of words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “predicts”, “projects”, “aspirations”, “goals”, “aim”, “targets”, “promises” and similar expressions. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to differ materially from these statements, depending upon, without limitation: • General economic and political conditions in our key markets, government policies and other incidental factors; • Changes in the overall macro-economic parameters including changes in the currency and interest rates either in India and / or globally; • Ability to successfully implement our strategic plan, including research and development efforts; • Changes in laws and regulations that apply to the pharmaceutical industry and its suppliers and customers; and • Increasing competition in and the conditions of our customers, suppliers and the pharmaceutical industry Actual outcomes may vary materially from those indicated in the applicable forward-looking statements, should one or more of such risks and uncertainties materialize. No representation or warranty, either expressed or implied, is provided in relation to this presentation. This presentation should not be regarded by recipients as a substitute for the exercise of their own judgment. The Company undertakes no obligation to update or revise any forward- looking statements whether as a result of new information, future events or otherwise. Certain information in this document is not audited or reviewed by an auditor or based on Indian Accounting Standards or internationally accepted accounting principles. The reader should not consider such items as an alternative to the audited financial results or other indicators of the Company’s profit, cash flows or financial performance based on applicable accounting standards. This presentation is property of Glenmark Pharmaceuticals Ltd. Do not alter in any way or reproduce without permission. Summary – Q1 FY27 “We have started FY27 with broad-based growth across our key Consolidated • Consolidated Revenue of Rs. 40,185 million markets, reflecting strong execution and the resilience of our Revenue • YoY growth of 23.1% business. India continued to outperform the market, North America delivered robust underlying growth driven by our first-to- market respiratory launches, and Emerging Markets sustained strong momentum, underscoring the strength of our diversified • India business growth of 15.5% global business. The results reinforce the direction of Glenmark’s Regional • North America core business growth of 19.8% next phase: strengthening our core businesses while expanding Highlights • EU business growth of 11.9% • EM business growth of 27.7% our differentiated specialty and innovation-led platforms. With RYALTRIS® continuing to grow globally, WINLEVI® gaining traction across Europe, and further progress across our oncology portfolio and IGI’s pipeline, we remain focused on disciplined • Consolidated R&D at Rs. 2,494 million • EBITDA at Rs. 8,048 million execution, sustainable and profitable growth and creating long- Profitability • EBITDA margin of 20.03% term value.” • PAT at Rs. 4,828 million with PAT margin of 11.8% Glenn Saldanha Chairman and Managing Director Glenmark Pharmaceuticals Ltd. Consolidated Revenue – Q1 FY27 First Quarter ended June 30 Rs. million FY 2027 FY 2026 YoY Growth India 14,321 12,399 15.5% North America # 10,974 7,780 41.1% Europe 7,472 6,678 11.9% Emerging Markets ## 7,304 5,721 27.7% Total 40,071 32,578 23.0% Other Revenue 114 66 72.4% Consolidated Revenue 40,185 32,644 23.1% Average conversion rate in 3M FY 2026-27 considered as INR 94.53 / USD 1.00 Average conversion rate in 3M FY 2025-26 considered as INR 85.54 / USD 1.00 USD figures are only indicative #North America revenue for Q1 FY27 includes deferred out-licensing income recognition for ISB 2001 ##Russia + CIS (RCIS), Latin America (LATAM), Middle East and Africa (MEA), Asia-Pacific (APAC) India Significant outperformance compared to IPM in terms of secondary sales Revenue (Rs. million) YoY: 15.5% Continues to be top-ranked in its core therapeutic areas 14,321 12,399 New launches in Respiratory & Oncology continue to gain scale Q1 FY27 Q1 FY26 Continued strong growth in Glenmark Consumer Care franchise North America Launched 9 new products in Q1 FY27 Revenue (Rs. million)# First generic approval of FloVent® HFA 44 mcg YoY: 41.1% with 180-day CGT exclusivity 10,974 7,780 Fluticasone Nasal Spray [OTC] launched, three additional Respiratory ANDAs filed earlier Initiated commercialization of RYALTRIS® in the Q1 FY27 Q1 FY26 Re-launched Fulvestrant Injection from Monroe in Q1 FY27 #North America revenue for Q1 FY27 includes deferred out-licensing income recognition for ISB 2001 Europe Continued strong growth in branded markets / products Revenue (Rs. million) YoY: 11.9% Increasing contribution from Branded portfolio across Respiratory and Dermatology 7,472 6,678 RYALTRIS® continues to gain market share across the region; additional 8 products launched Q1 FY27 Q1 FY26 Expansion of the branded Dermatology portfolio - WINLEVI® launched in UK + select EU markets, HILKOTA™ approved in Nordic countries Emerging Markets Continued outperformance in Russia Dermatology market Revenue (Rs. million) Very strong secondary sales growth in LATAM YoY: 22.1% and MEA markets 7,304 5,721 Respiratory portfolio continues out- performance in the covered market RYALTRIS® continues to be the leading nasal spray in the region Q1 FY27 Q1 FY26 RYALTRIS® launched in China and Thailand in Q4 FY26; targeting Brazil launch in H2 FY27 Global Innovative Portfolio Update QiNHAYO™ TRASTUZUMAB RYALTRIS® WINLEVI® AUMOLERTINIB (ENVAFOLIMAB) REZETECAN • Commercialized in • Launched in • Marketing • First wave of MA • Submitted MA 57 markets several EU authorization applications to applications in 13 markets – applications filed begin Q2 FY27 markets as of Nordics, CEE and in 24 countries June 2026 • Launched in Spain China, Thailand in • Glenmark initiated Q4 FY26 • Initiated early Phase 3 clinical • First commercial • Continued uptake access programs trial in Platinum- [Showing first 8,000 characters — download PDF for full document]