Glenmark Pharmaceuticals Limited · NSE:GLENMARK
Glenmark Pharmaceuticals — Q2 FY27 Earnings Presentation
15 slides from Glenmark Pharmaceuticals's earnings presentation, Nov 5, 2026
Slide 1: Exchange filing cover letter – Investor Presentation Q2 FY27
November 05, 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
Slide 2: Investor Presentation Q2 FY27
Investor Presentation Q2 FY27 05 November 2026
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: Summary – Q2 FY27
Summary – Q2 FY27 “Q2 demonstrated the strength and resilience of Glenmark’s base Consolidated • Consolidated Revenue of Rs. 42,473 million business. We remain on track to deliver our FY27 guidance with Revenue • Like-for-Like YoY growth of ~20% continued growth in India, a strong recovery in North
Slide 5: Consolidated Revenue – Q2 FY27
Consolidated Revenue – Q2 FY27 Second Quarter ended September 30 First Quarter ended June 30 Rs Mn FY27 FY26 YoY Growth FY27 QoQ Growth India 1 13,274 1,651 704.2% 14,321 -7.3% North America 2 12,089 44,656 -72.9% 10,974 10.2% Europe 7,920 7,460 6.2% 7,472 6.0% Emerging Markets # 8,769 6,585 33.2% 7
Slide 6: Consolidated Revenue – H1 FY27
Consolidated Revenue – H1 FY27 Six Months ended September 30 Rs Mn FY27 FY26 YoY Growth India 1 27,595 14,050 96.4% North America 2 23,063 52,436 -56.0% Europe 15,392 14,138 8.9% Emerging Markets # 16,073 12,306 30.6% Total 82,122 92,930 -11.6% Other Revenue 536 183 192.7% Consolidated Revenue 82,65
Slide 7: India
India Revenue (Rs. million) # Sustained market-beating growth across core therapy franchises 13,274 Expanded leadership positions in Respiratory and Dermatology 1,651 Q2 FY27 Q2 FY26 Increasing strength of Oncology business; 27,595 Glenmark advancing into Top 10 14,050 GCCL posted strong double-digi
Slide 8: North America
North America Revenue (Rs. million)# Launched 4 new products in Q2 FY27 44,656 Enhanced manufacturing and regulatory readiness with U.S. FDA EIRs for both Monroe 12,089 and Goa facilities Q2 FY27 Q2 FY26 Fluticasone Nasal Spray [Rx] launched, working on additional Respiratory filings across MDIs and
Slide 9: Europe
Europe Revenue (Rs. million) Delivered resilient performance despite uneven YoY: 6.2% market conditions across the region 7,920 7,460 Continued to strengthen the strategic portfolio through successful launches Q2 FY27 Q2 FY26 RYALTRIS® and WINLEVI® gained further traction across key markets YoY: 8.9
Slide 10: Emerging Markets
Emerging Markets Revenue (Rs. million) Continued market outperformance, portfolio YoY: 33.2% expansion, and strong execution across regions 8,769 6,585 Ranked 6th among Dermatology companies in Russia LATAM: RYALTRIS® launched in Brazil Q2 FY27 Q2 FY26 YoY: 30.6% MEA: Continued momentum, with RYALTR
Slide 11: Global Innovative Portfolio Update
Global Innovative Portfolio Update QiNHAYO™ TRASTUZUMAB RYALTRIS® WINLEVI® (ENVAFOLIMAB) REZETECAN AUMOLERTINIB • Commercialized in 58 • Launched in several • Marketing • Submitted MA • Submitted MA markets EU markets – authorization applications in two applications in 13 Nordics, CEE Spain applicat
Slide 12: Diversity of Immune Cell Engagement Across Hematologic & Solid Tumor Indications, and Autoimmune Diseases
Diversity of Immune Cell Engagement Across Hematologic & Solid Tumor Indications, and Autoimmune Diseases 10
Slide 13: IGI - Key updates
IGI - Key updates • ISB 2001/ABBV-2001 o To date, >170 subjects have been dosed in the TRIgnite 1 Phase 1 study (42 in dose escalation and >130 in dose expansion) o Safety and efficacy data from all subjects continue to be promising and are consistent with the data previously presented at ASCO 2025
Slide 14: IGI - Key updates
IGI - Key updates • ISB 880/LAD191 (anti-IL-1RAP antagonist) o Almirall reported in its H1 2026 Financial Results presentation that the ongoing Phase II HS study of LAD191 is expected to read out in 2027 o In addition, Phase I data for LAD191 were presented at the European Society for Dermatological
Slide 15: Thank you
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