Glenmark Pharma Share Price: Q3 Results Ne Kiya Kamaal, Par GST Ki Jaanch Ka Bhi Drama!

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AuthorAarav Shah|Published at:
Glenmark Pharma Share Price: Q3 Results Ne Kiya Kamaal, Par GST Ki Jaanch Ka Bhi Drama!
Overview

Yaar, Glenmark Pharma ne Q3 mein kamal kar diya! Unka revenue **15.1%** badh kar **₹3,900.6 crore** ho gaya aur EBITDA toh **44.9%** uchhal gaya. Sab mast chal raha tha, par tabhi pata chala ki GST wale unke Mumbai office pahunch gaye the search ke liye.

Chalo, details mein dekhte hain Glenmark Pharma ka kya haal raha is December quarter mein.

Company ne revenue mein 15.1% ka jump dikhaya hai, jo ab ₹3,900.6 crore ho gaya hai. Aur suno, EBITDA toh aur bhi tezi se bhaga hai, 44.9% badh kar ₹869.7 crore tak pahunch gaya! Isse unka EBITDA margin bhi 17.7% se badh kar 22.3% ho gaya. Stock bhi pichhle ek saal mein 43% bhaga hai aur Friday ko ₹2,026.1 par close hua.

Ab ye suno, jab sab kuch itna achha chal raha tha, tabhi Glenmark Pharma ne bataya ki GST department ne unke Mumbai offices par search aur seizure operation kiya tha. Ye 27 January se 31 January 2026 tak chala. Company keh rahi hai ki unhone poori tarah se support kiya hai aur unke according, isse business ya finances par koi khaas fark nahi padne wala. Abhi tak unhe koi official findings nahi mili hai.

Is growth ka main reason India aur North America ka business raha. India mein formulations 22% badhe aur North America mein 24% (licensing income chhod dein toh 4.1%). Ye sab aise time pe ho raha hai jab India ka pharma sector waise bhi double-digit growth dikha raha hai, khaas kar cardiac, oncology aur antidiabetic medicines mein. Waise, pharma sector mein GST rate inversion ka issue bhi chal raha hai, jisse working capital pe pressure aa sakta hai.

Competition ki baat karein toh Sun Pharma ne bhi achha kiya, unka profit 16% aur revenue 13% badha. Dr. Reddy's aur Cipla bhi growth dikha rahe hain, haalanki US market mein kuch challenges hain. Glenmark ka P/E ratio abhi 55.52x ke aas paas hai aur market cap lagbhag ₹56,889 crore hai. Future ke liye, company apne innovative products jaise Ryaltris aur Winlevi par focus kar rahi hai.

Dekho, Glenmark ko pehle bhi USFDA se kuch issues aaye the, par haal hi mein unki Monroe facility ko USFDA se positive report mili hai, jisse wahan manufacturing phir se start ho sakti hai. Ye sab cheezein unke global presence ko aur strong bana rahi hain.

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