GLENMARK

What Glenmark Pharmaceuticals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 26 tracked 7 delivered 1 missed 18 open
  • RYALTRIS Global Sales delivered said Q3 FY25 Promised: $80 million for FY25 Q1 FY27: This promise for FY25/FY26 targets remains achieved. A separate promise tracks long-term growth.
  • Total Capex went quiet said Q4 FY26 Promised: Around INR 900 crores for FY27 onwards Q1 FY27: No specific update on capex spend provided in the Q1 FY27 call or materials.
  • EBITDA Margin revised down said Q4 FY25 Promised: 19% to 20% for FY26 Q1 FY27: The final verdict for the FY26 journey was a downward revision of future expectations, even though the interim target was met.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 26 tracked commitments for Glenmark Pharmaceuticals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens