|
08 Sep 2025 |
Gland Pharma
|
Consensus Share Price Target
|
1878.10 |
1862.83 |
- |
-0.81 |
hold
|
|
|
|
|
06 Aug 2025
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
2340.00
|
1957.50
(-4.06%)
|
24.59 |
Buy
|
|
|
Gland Pharma (GLAND) posted revenue in line with our estimate in 1QFY26. However, EBITDA/PAT exceeded our estimates (13%/16% beat).
|
|
06 Aug 2025
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1950.00
|
1964.70
(-4.41%)
|
Target met |
Hold
|
|
|
We maintain our HOLD rating on the stock with a target price of Rs 1,950/share.
|
|
04 Feb 2025
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1580.00
|
1458.55
(28.76%)
|
Target met |
Hold
|
|
|
We maintain our HOLD rating with a target price of Rs 1,580, implying an upside potential of 4%, valuing the company at a PE of 20x for FY27.
|
|
03 Feb 2025
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
1840.00
|
1513.95
(24.05%)
|
Target met |
Buy
|
|
|
Gland Pharma (Gland) delivered a better-than-expected operating performance for the quarter. While revenue came in line, product mix and a higher share of milestone income led to better-than-expected margins in the base business.
|
|
05 Nov 2024
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1760.00
|
1832.85
(2.47%)
|
Target met |
Hold
|
|
|
we maintain our HOLD rating with a target price of 1,760, implying an upside potential of ~9.4%, valuing the company at a PE of 26x for FY26.
|
|
07 Aug 2024
|
Gland Pharma
|
Axis Direct
|
1878.10
|
2000.00
|
2027.90
(-7.39%)
|
Target met |
Hold
|
|
|
We have Hold on the stock
|
|
06 Aug 2024
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
2440.00
|
2106.95
(-10.86%)
|
|
Buy
|
|
|
Gland Pharma (GLAND) reported a miss on its 1QFY25 earnings, largely due to lower milestone income for the quarter. Further, postponement of the off-take of products by European customers hit 1QFY25 performance.
|
|
23 May 2024
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1950.00
|
1881.85
(-0.20%)
|
Target met |
Hold
|
|
|
Investing in capacity expansion through Capex reflects the company's commitment to meeting future demand and capturing new opportunities in the market. We have Hold on the stock
|
|
15 Feb 2024
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1825.00
|
1897.10
(-1.00%)
|
Target met |
Hold
|
|
|
China remains a key geographic focus area for the company. Gland has received and launched one product this year. Recommendation: HOLD
|
|
08 Nov 2023
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1700.00
|
1653.15
(13.61%)
|
Target met |
Hold
|
|
|
Stability in the Base Business; Maintain HOLD
|
|
06 Nov 2023
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
1920.00
|
1574.85
(19.26%)
|
Target met |
Buy
|
|
|
|
|
09 Aug 2023
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1620.00
|
1671.65
(12.35%)
|
Target met |
Hold
|
|
|
Injectable companies (HIKMA, HOSIPORA, and Aurobindo) in the US market reported sales growth of ~4% YoY. We expect similar growth for GLAND in the core markets over a longer period and high single-digit growth in India and RoW over a long-term.
|
|
07 Aug 2023
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
1560.00
|
1342.55
(39.89%)
|
Target met |
Buy
|
|
|
|
|
19 May 2023
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1400.00
|
1065.60
(76.25%)
|
Target met |
Hold
|
|
|
Company Outlook & Guidance: Injectable companies (HIKMA, HOSIPORA, and Aurobindo) in the US market sales grew by ~4% YoY. We expect similar growth for GLAND in the core markets over a longer period and high single-digit growth in India and RoW over a long-term outlook.
|
|
25 Jan 2023
|
Gland Pharma
|
Axis Direct
|
1878.10
|
1500.00
|
1342.35
(39.91%)
|
Target met |
Hold
|
|
|
We recommend a HOLD rating on the stock with a TP of Rs 1,500/share.
|
|
23 Jan 2023
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
1700.00
|
1375.65
(36.52%)
|
Target met |
Buy
|
|
|
|
|
30 Oct 2022
|
Gland Pharma
|
Axis Direct
|
1878.10
|
2100.00
|
1871.75
(0.34%)
|
|
Hold
|
|
|
We expect similar growth for GLAND in core markets over a longer period and high double digits growth in India &RoW. FY23 seems to be flat revenue growth due to increased competition and moderation demand for GLAND, therefore we recommend HOLD with TP of Rs 2,100.
|
|
25 Jun 2022
|
Gland Pharma
|
Motilal Oswal
|
1878.10
|
3700.00
|
2659.05
(-29.37%)
|
|
Buy
|
|
|
|
|
21 May 2022
|
Gland Pharma
|
Sharekhan
|
1878.10
|
3770.00
|
2905.85
(-35.37%)
|
|
Buy
|
|
|
|
|
20 May 2022
|
Gland Pharma
|
Axis Direct
|
1878.10
|
3300.00
|
3065.70
(-38.74%)
|
|
Hold
|
|
|
We believe stock trades at rich valuations of PE of 36.2x and 30.4x for FY23E and FY24E respectively. We, therefore, recommend a HOLD rating on the stock with a target price of Rs 3,300/share.
|