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GlaxoSmithKline Pharmaceuticals Limited is an Indian subsidiary of UK-based GSK Plc, engaged in manufacturing, distributing, and trading pharmaceuticals. The company operates in three main product areas: vaccines, specialty medicines, and general medicines. It has manufacturing facilities in Nashik and Thane, with a clinical development center in Bangalore. The company's portfolio includes medicines for various therapeutic areas such as anti-infectives, dermatology, gynaecology, diabetes, oncology, cardiovascular disease, and respiratory diseases. They also offer a range of vaccines for various diseases. Key brands include Augmentin, Calpol, Shingrix, Nucala, and Trelegy Ellipta. The company has six branch offices and works with 22 contract manufacturing organizations across India. A new manufacturing facility is being developed in Vemgal, Karnataka, with an investment of over Rs 1000 crore.
The Quarter story
The two most recent quarterly results, compared side-by-side.
GSK India sustains profitability and specialty growth despite seasonal revenue cooling.
PAT grows from ₹205 Cr to ₹253 Cr from Q1 FY26 to Q1 FY27, showing resilient bottom-line performance.
Revenue declines from ₹1,023 Cr to ₹924 Cr from Q3 FY26 to Q1 FY27, indicating post-peak demand cooling.
Established Vaccines market share rises from 20.5% to 26.1% from Q3 FY26 to Q1 FY27, signaling strong market capture.
EBITDA margin slips from 35.9% to 31.7% from Q3 FY26 to Q1 FY27, indicating margin normalization.
Nucala monthly units climb from 2,400 to 3,500 from Q1 FY26 to Q1 FY27, showing accelerating adoption.
Ceftum value index drops from 112 to 101 from Q3 FY26 to Q1 FY27, reflecting competitive pressure.
Calpol value index improves from 92 to 106 from Q1 FY26 to Q1 FY27, signaling strong category growth.
Established Vaccines unit index falls from 103 to 95 from Q3 FY26 to Q1 FY27, warning of volume softening.
Oncology touchpoints expand from 4 to 7.7 from Q3 FY26 to Q1 FY27, highlighting expanded outreach.
EPS eases from ₹16.36 to ₹14.95 from Q3 FY26 to Q1 FY27, reflecting earnings stabilization.
Company insights, generated from the most recent coverage.
Trading window closed since Oct 1, 2026 signals imminent Q2 FY27 results; this pre-result uncertainty plus profit-booking after a strong Q1 run is the main driver of GLAXO's weakness.
GLAXO in sustained correction: -4.23% weekly, -9.87% monthly, and 14.57% below its 52-week high as of Oct 7 — selling is multi-week, not a one-day event.
GLAXO fell 3.23% to ₹2,666 on Oct 7, opening lower and sliding all session to an intraday low of ₹2,658. No company-specific negative trigger; move driven by pre-result caution and profit-booking.