GLANDNSEQ3FY253 February 2025

Gland Pharma Limited

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Key numbers — 40 extracted
rs 25
hip Department Corporate Relationship Department Phiroze Jeejeebhoy Towers Phiroze Jeejeebhoy Towers 25th floor, Dalal Street 25th floor, Dalal Street Mumbai - 400 001 Mumbai - 400 001 Scrip Code: 5432
67%
PAT PAT % margin (4) % margin (4) 585 585 374 374 14,426 14,426 15,826 15,826 9,213 9,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,55
26%
% margin (4) 585 585 374 374 14,426 14,426 15,826 15,826 9,213 9,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,83
22%
374 374 14,426 14,426 15,826 15,826 9,213 9,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919
15%
26 15,826 15,826 9,213 9,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -
75%
15,826 15,826 9,213 9,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10%
61%
,213 67% 67% 3,600 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3%
23%
00 3,600 26% 26°/o 2,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3% -3% 1% 1% 6% 6%
18%
,993 2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3% -3% 1% 1% 6% 6% 7% 7% 14,058 14,058
78%
2,993 22% 22% 2,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3% -3% 1% 1% 6% 6% 7% 7% 14,058 14,058 59
72%
,047 2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3% -3% 1% 1% 6% 6% 7% 7% 14,058 14,058 596 596 14,654 14,
12%
2,047 15% 75% 9,459 9,459 67% 61% 3,557 3,557 23% 23% 2,832 2,832 18% 78% 1,919 1,919 72% 12% -10% -10% 56% 56% -9% -9% -3% -3% 1% 1% 6% 6% 7% 7% 14,058 14,058 596 596 14,654 14,654
Guidance — 20 items
Corporate Office
opening
11 & 84, TSIIC Phase: IV Pashamylaram (V), Patancheru (M), Sangareddy District Hyderabad 502307, Telangana, India Tel: +91-8455-699999 CIN: L24239TG1978PLC002276 | email: gland@glandpharma.com; investors@glandpharma.com | www.glandpharma.com GLANDI GLAND PHARMA GLAND PHARMA Investor Investor Presentation Presentation Q3 & 9M FY25 Q3 & 9M FY25 03 February 2025 03 February 2025 — J I 1 JL.
Corporate Office
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Mn / %) 530 530 5% 5% -17% 493 493 5% 5% 437 437 4% 4% Q3 FY24 Q3 FY25 Q2 FY25 Q3 FY24 Q2 FY25 Q3 FY25 9M FY24 9M FY24 9M FY25 9M FY25 Q3 FY24 Q3 FY24 Q2 FY25 Q2 FY25 Q3 FY25 Q3 FY25 9M FY24 9M FY24 9M FY25 9M FY25 3 1.
Key Updates
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• Regulatory filings: Four ANDAs filed and eight ANDAs approved in Q3 FY25.
Key Updates
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(cid:127) Regulatory filings: Four ANDAs filed and eight ANDAs approved in Q3 FY25.
Key Updates
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(cid:127) R&D expenses: ?437 million (4.3% of revenue) for Q3 FY25.
Key Updates
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• R&D expenses: ₹437 million (4.3% of revenue) for Q3 FY25.
Key Updates
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These products target an IQVIA market opportunity of US$7.1 billion, reflecting the launched, with three more expected to secure approval in due course.
Key Updates
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These products target an IQVIA market opportunity of US$7.1 billion, reflecting the significant potential of this segment to drive future growth.
Key Updates
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We expect commercialization to begin from FY27.
Key Updates
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We expect commercialization to begin from FY27.
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Speaking time
Key Updates
2
Regd. Office
1
Corporate Office
1
Outlook
1
Investor Relations
1
Opening remarks
Regd. Office
Survey No. 143-148, 150 & 151, Near Gandimaisamma ‘X’ Roads D.P. Pally, Dundigal, Dundigal-Gandimaisamma Mandal Medchal-Malkajgiri District, Hyderabad 500043,Telangana, India Tel: +91-40-30510999 Fax: +91-40-30510800
Corporate Office
Plot No. 11 & 84, TSIIC Phase: IV Pashamylaram (V), Patancheru (M), Sangareddy District Hyderabad 502307, Telangana, India Tel: +91-8455-699999 CIN: L24239TG1978PLC002276 | email: gland@glandpharma.com; investors@glandpharma.com | www.glandpharma.com GLANDI GLAND PHARMA GLAND PHARMA Investor Investor Presentation Presentation Q3 & 9M FY25 Q3 & 9M FY25 03 February 2025 03 February 2025 — J I 1 JL. Safe Harbour Statement Safe Harbour Statement The Presentation is to provide the general background information about the The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor estimates and should not be considere
Key Updates
(cid:127) New Launches : During the quarter, the company launched 13 new molecules, including chlorpromazine, dexamethasone, phenylephrine, phytonadione, and • New Launches : During the quarter, the company launched 13 new molecules, including chlorpromazine, dexamethasone, phenylephrine, phytonadione, and Q3 FY25 Q3 FY25 10,123 10,123 6,357 6,357 63% 63% 3,911 3,911 39% 39% 2,864 2,864 28% 28% Q3 FY24 Q3 FY24 11,013 11,013 6,128 6,128 56% 56% 3,727 3,727 34% 34% 2,808 2,808 25% 25% 30,917 30,917 17,663 17,663 57% 57% 10,497 10,497 34% 34% 7,955 7,955 26% 26% 10,659 10,659 5,957 5,957 56% 56% 3,645 3,645 34% 34% 2,843 2,843 27% 27% 30,032 30,032 16,996 16,996 57% 57% 9,836 9,836 33% 33% 7,296 7,296 24% 24% QoQ QoQ -5% -5% 7% 7% -8% -8% 4% 4% 9M FY25 9M FY25 9M FY24 9M FY24 Q2 FY25 Q2 FY25 3% 3% 4% 4% YoY YoY 9% 9% 5% 5% 2% 2% 7% 7% 1% 1% 7% 7% ₹ Mn Mn YoY YoY diphenhydramine. diphenhydramine. • Regulatory filings: Four ANDAs filed and eight ANDAs approved in Q3 FY25. (cid:127) Regulato
Key Updates
Fontenay Site (Paris, France): Fontenay Site (Paris, France): • Q3 FY25 production was impacted by unannounced inspection by the ANSM, the French health authorities. (cid:127) Q3 FY25 production was impacted by unannounced inspection by the ANSM, the French health authorities. • On a positive note, Cenexi's new high-capacity ampoule line began production on schedule. This addition will increase ampoule manufacturing capacity by (cid:127) On a positive note, Cenexi's new high-capacity ampoule line began production on schedule. This addition will increase ampoule manufacturing capacity by 40–50 million units, allowing for better service to customers moving forward. 40-50 million units, allowing for better service to customers moving forward. Hérouville Site (Normandy, France): Herouville Site (Normandy, France): • Commercial production of a new inactivated vaccine and an ophthalmic gel commenced in December 2024, as anticipated, and will ramp up gradually in (cid:127) Commercial producti
Outlook
(cid:127) Cenexi maintains its goal of achieving a positive EBITDA for the next fiscal year, driven by an increase in revenue above the €200 million threshold. • Cenexi maintains its goal of achieving a positive EBITDA for the next fiscal year, driven by an increase in revenue above the €200 million threshold. * Numbers for Cenexi are not comparable due to the acquisition happened during FY24. * Numbers for Cenexi are not comparable due to the acquisition happened during FY24. 7 7 GLAND Geographical Geographical Revenue Mix Revenue Mix US Market US Market Group Revenue Contribution Group Revenue Contribution -11% YoY -11% YoY 4% YoY 4% YoY 21,591 22,469 22,469 Gland Gland -12% YoY -12% YoY 5% YoY 5% YoY 21,053 21,053 22,052 22,052 ₹ Mn <Mn Cenexi Cenexi 5% YoY 5% YoY -23% YoY -23% YoY 538 538 417 417 8,216 8,216 7,547 7,547 7,293 7,293 8,065 8,065 7,393 7,393 7,135 7,135 151 151 154 154 158 158 Q3 FY24 Q2 FY25 Q3 FY25 9M FY24 9M FY25 Q3 FY24 Q2 FY25 Q3 FY25 9M FY25 9M FY24 Q3 FY24 Q2 F
Investor Relations
Gland Pharma Gland Pharma Sampath Kumar Pallerlamudi Sampath Kumar Pallerlamudi Company Secretary & Compliance Officer Company Secretary & Compliance Officer EY Investor Relations EY Investor Relations Runjhun Jain / Sneha Salian Runjhun Jain / Sneha Salian investors@glandpharma.com investors@glandpharma.com Corporate Office Corporate Office Gland Pharma Limited Gland Pharma Limited Plot No. 11 & 84, TSIIC Phase: IV Plot No. 11 & 84, TSIIC Phase: IV Pashamylaram (V), Patancheru (M), Pashamylaram (V), Patancheru (M), Sangareddy District Sangareddy District Hyderabad 502307, Telangana, India Hyderabad 502307, Telangana, India 3 S E 543245 543245 0 NSE GLAND GLAND Bloomberg 3LANDJN GLAND:IN 16 16
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