GlaxoSmithKline Pharmaceuticals Limited (GSK India) has reported a competitive performance for the second quarter of fiscal year 2025-26, with a strategic focus on strengthening its vaccine and oncology portfolios. The company's financial results, released on November 6, 2025, highlight its efforts to expand adult immunization and launch next-generation respiratory and oncology therapies.

Financial Highlights

For Q2 FY26, GSK India reported:

The company's revenue growth was impacted by supply constraints and transitory effects of GST changes. However, GSK India demonstrated strong profitability with sustained leadership in anti-infectives, dermatology, and vaccines.

Strategic Focus Areas

GSK India is concentrating on three key areas to drive growth:

1. Focus on Growth: Implementing sharper strategies for key brands to gain market share in General Medicines and Established Vaccines.

2. Innovation: Scaling the Oncology division as the next frontier of innovation, driving access through cutting-edge therapies and enhancing patient experience.

3. Agility: Creating adult immunization as a category for Shingles vaccines.

Portfolio Performance

• General Medicines: Key brands delivered competitive performance, with many outperforming their represented markets and gaining share.
• Vaccines: The Pediatric Vaccines portfolio saw 13% growth, led by brands such as Boostrix, Varilrix, Infanrix, Havrix, and Fluarix.
• Shingrix: The adult vaccine showed strong performance, driven by partnerships with healthcare professionals and organizations, and leveraging digital initiatives.
• Oncology: GSK's entry into the Oncology segment with the launch of specialized therapies Jemperli (Dostarlimab) and Zejula (Niraparib) has been well-received by healthcare professionals.

Market Position

GSK India maintains a strong market position:

• The company's key promoted brands hold a 27.6% market share in their represented markets.
• GSK continues to lead the overall vaccine market with established products.

Innovation and Digital Engagement

GSK India is focusing on innovation-led brand equity and digital medical engagement:

• Approximately 400,000 unique healthcare professionals were reached through face-to-face and digital interactions.
• The company recorded about 5 million touchpoints (face-to-face and digital) with healthcare professionals.

Oncology Portfolio Expansion

GSK's oncology portfolio is showing promising early results:

• Jemperli is indicated for second-line monotherapy in patients with dMMR/MSI-H Endometrial Cancer.
• Zejula is used as maintenance monotherapy for patients with advanced or recurrent Ovarian Cancer.
• These products address critical unmet needs in gynecological cancers in India.

Outlook

Bhushan Akshikar, Managing Director of GSK India, stated, "Within two months of launch, our Oncology portfolio is impacting patients by addressing a critical unmet need in gynaecological cancers in India. Together, these assets represent meaningful progress in women's cancer care. Moving ahead, we remain focused on ensuring that cutting-edge innovative treatments are both available and accessible to those who need them the most, supported by our comprehensive patient support and financing initiatives."

GSK India continues to evolve its culture to ensure its people develop, thrive, and do the right thing. The company's focus on innovation, agility, and strategic growth in key areas positions it well for future challenges in the competitive pharmaceutical landscape.

Additional Developments

The Board of Directors has approved an investment of ₹1.74 crore for a Solar Power project at the company's Nashik plant under the Group Captive mechanism. This move aligns with GSK's commitment to sustainability and optimizing energy costs.

As GSK India navigates the evolving healthcare landscape, its strategic initiatives in oncology, vaccines, and digital engagement are expected to play crucial roles in shaping its future growth trajectory.

GlaxoSmithKline Pharmaceuticals Limited (GSK Pharma) has reported a mixed set of financial results for the second quarter ended September 30, with a decline in revenue but an increase in profitability.

Financial Highlights

Revenue Performance

GSK Pharma experienced a decline in revenue from operations, which decreased to ₹97,994.00 lakhs from ₹101,077.00 lakhs in the same quarter last year, representing a 3.05% year-over-year decrease. For the six-month period, revenue dropped to ₹178,511.00 lakhs from ₹182,542.00 lakhs year-over-year.

Profitability Improvements

Despite the revenue decline, the company managed to improve its profitability:

• Net Profit: Increased to ₹25,500.00 lakhs from ₹23,640.00 lakhs, showing a 7.87% year-over-year growth.

Earnings Per Share

Basic and diluted earnings per share for the quarter stood at ₹18.06 compared to ₹27.14 in the corresponding quarter last year, marking a decrease of 33.46%.

Solar Power Investment

The company's Board has approved an investment of ₹1.74 crores for a Solar Power project at its Nashik plant under the Group Captive mechanism. This investment involves:

• Acquiring a 26% shareholding in CleanMax Galapagos Private Limited, a special purpose vehicle.
• The SPV will supply 4.95 MWp capacity renewable energy.

This move aligns with the growing trend of pharmaceutical companies investing in sustainable energy solutions to reduce their carbon footprint and operational costs.

Exceptional Items

GSK Pharma reported exceptional items credit of ₹264.00 lakhs from profit on sale of surplus residential properties.

Conclusion

GlaxoSmithKline Pharmaceuticals' Q2 results present a mixed picture. While the company faces challenges in revenue growth, it has managed to improve its bottom line. The investment in solar power demonstrates a commitment to sustainability and potentially long-term cost reduction. As the pharmaceutical landscape continues to evolve, GSK Pharma's ability to maintain profitability while addressing revenue challenges will be crucial for its future performance.