Glenmark Pharmaceuticals makes branded and generic specialty drugs, with a dermatology franchise and a respiratory business that includes inhaled products sold across the US, Europe and emerging markets. The gross margin of 71.9% points to a mix weighted toward specialty and differentiated products rather than commodity generics, which is the part of the business worth understanding before anything else. Revenue growth of 23.1% is the number that matters most here, and the question for a deeper look is how much of it is durable launch-driven growth versus one-off licensing or patent-cycle timing. At 22.7x forward earnings against a trailing 34.5x, the market is pricing in a sharp earnings recovery, so the margin path from a 15.7% operating base is the variable to test.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹2225 | first publication | ₹2199 |
Answered from Glenmark Pharmaceuticals Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| GLENMARK.NS Glenmark Pharmaceuticals Limited | ₹2166.60 | - | - | 34.5x | - | 87 | 69 |
| ALKEM.NS Alkem Laboratories Limited | ₹5013.50 | - | - | 27.4x | - | 91 | 53 |
| ABBOTINDIA.NS Abbott India Limited | ₹25360.00 | - | - | 32.9x | - | 95 | 54 |
| 4506.T Sumitomo Pharma Co., Ltd. | ¥1904.00 | - | - | 7.6x | 38.5% | 84 | 73 |
| IPCALAB.NS Ipca Laboratories Limited | ₹1903.50 | - | - | 36.9x | - | 91 | 78 |
| 4151.T Kyowa Kirin Co., Ltd. | ¥2413.50 | - | - | 15.5x | 9.3% | 68 | 70 |
| 4523.T Eisai Co., Ltd. | ¥5055.00 | - | - | 37.0x | 5.0% | 63 | 60 |
Where GLENMARK.NS ranks against its sector peers on each metric.