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GLENMARK: Improving Margins And Trial Expansion Will Drive Shares Higher

Branded Portfolio Expansion Will Drive Global Emerging Market Access

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GLENMARK
AnalystConsensusTarget
Not Invested
Published 10 Dec 2024

Update shared on 18 Nov 2025

Fair value Decreased 5.25%
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Glenmark Pharmaceuticals: Analyst Price Target Update

Analysts have revised Glenmark Pharmaceuticals' fair value estimate downward from ₹2,246.45 to ₹2,128.58. This revision is due to slower projected revenue growth, which is partially offset by improved profit margins and a lower future price-to-earnings ratio.

What's in the News

  • A board meeting is scheduled for November 14, 2025, to consider and approve the unaudited financial results for the second quarter and half year ended September 30, 2025, as well as other matters (Company announcement).
  • The appointment of M/s. Walker Chandiok & Co. LLP as Statutory Auditors was approved at the Annual General Meeting on September 26, 2025 (Company announcement).
  • A board meeting held on September 26, 2025, included consideration of an interim dividend payment for the 2025-26 financial year (Company announcement).
  • The initiation of a multi-country Phase 3 clinical trial for Envafolimab, a subcutaneous PD-L1 inhibitor, in patients with resectable Stage III Non-Small Cell Lung Cancer has begun, with regulatory approvals and trial expansion in India, Russia, Brazil, and Mexico (Company announcement).

Valuation Changes

  • Consensus Analyst Price Target has fallen moderately from ₹2,246.45 to ₹2,128.58 per share.
  • Discount Rate has risen slightly from 12.73% to 12.76%.
  • Revenue Growth forecast has decreased significantly from 12.17% to 4.16%.
  • Net Profit Margin is projected to improve from 16.29% to 18.57%.
  • The assumption for the Future P/E Ratio has fallen from 35.88x to 25.39x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.