Gland Pharma Shares Jump 12% To 52-Week High On Strong Q1 FY 2026-27 Results: Do You Own This Stock?

Shares of Gland Pharma surged as much as 12% in early trade on Tuesday, August 11, hitting a fresh 52-week high of Rs2,987 on the NSE, as investors cheered a sharp beat on the company's April-June quarter numbers. The stock had closed at Rs2,667.30 in the previous session.

This marked the stock's biggest single-day gain since May 18, 2026, when it had risen 15.4%. The rally comes on the back of a strong show in the base business, a fresh CDMO contract win, and an upgrade to the company's growth guidance for the current financial year.

Gland Pharma Q1 FY 2026-27 Results at a Glance

Gland Pharma's consolidated net profit rose 47% year-on-year to Rs317 crore in the June quarter, from Rs215 crore in the corresponding period last year. Revenue from operations grew 19.5% to Rs1,800 crore, compared with Rs1,506 crore a year earlier.

EBITDA for the quarter came in at Rs490 crore, up 33% year-on-year, with margins expanding to 27.2% from 24.4% in the same quarter last year. The performance came in well ahead of expectations, led by the company's base business, which posted constant currency growth of 19-20% year-on-year.

Business Performance

The US market remained the standout performer, with sales climbing 32% year-on-year to Rs981 crore on the back of recent product launches. The European business grew 20% to Rs395 crore, while the India business rose 12% to Rs66.6 crore.

The CDMO segment, which now accounts for roughly half of the company's total revenue, grew 20% year-on-year to Rs891.5 crore. Gland Pharma also announced three major deal wins during the quarter, adding further visibility to growth beyond FY28. Among these, a new CDMO partnership was signed with a global pharma company, with annualised revenue potential pegged at $90 to $100 million once all products under the deal reach commercialisation.

Management Commentary And Guidance

Management raised its constant currency sales growth guidance for FY2027 to 15%, up from the earlier range of 12-13%, citing improved execution and the recent deal wins. There is potential for further upside if the company's RTU bag line receives regulatory approval in the third quarter.

The company also guided for a sales CAGR of around 20% over FY2026-30, an upgrade from its earlier medium-term target of 15% over the next four to five years, factoring in the new contract and other deals currently under discussion.

Kotak Neo Research, in a note on the results, said Gland Pharma's base business outlook remains promising, led by robust growth in the tech-transfer CDMO segment, which the research note expects to grow at a 22% CAGR over FY2026-29. The report has retained its ADD rating on the stock with a fair value of Rs3,050, factoring in a 27% EPS CAGR over FY2026-29. Low dividend yield was flagged as the one weak spot in an otherwise strong quarter.

Gland Pharma Share Price Today

After touching its intraday and 52-week high of Rs2,987, Gland Pharma shares eased off their peak and were trading at Rs2,851 as of 1:02 pm IST on August 11, up 6.89% or Rs183.70 on the day. The stock has gained 17% over the past one month and is up 67% on a year-to-date basis.

Should You Buy Gland Pharma Shares?

Kotak Neo Research has retained its ADD rating on Gland Pharma post results, with a fair value of Rs3,050, implying further upside from current levels. The report has based this on a projected 27% EPS CAGR over FY2026-29, improved execution, and the recent CDMO deal wins. Investors are advised to take their own professional advice before making any investment decisions.

Also Read - Milky Mist Dairy Food IPO Subscription Status Day 1: Retail Leads at 0.37x, Overall Subscription at 0.24x on Opening Day