{"id":11345,"date":"2025-08-22T15:19:53","date_gmt":"2025-08-22T10:19:53","guid":{"rendered":"https:\/\/ksestocks.com\/blog\/?p=11345"},"modified":"2025-08-22T15:19:54","modified_gmt":"2025-08-22T10:19:54","slug":"what-to-expect-from-glaxo-in-2qcy25","status":"publish","type":"post","link":"https:\/\/ksestocks.com\/blog\/what-to-expect-from-glaxo-in-2qcy25\/","title":{"rendered":"What to Expect from GLAXO in 2QCY25"},"content":{"rendered":"\n<p><strong>GlaxoSmithKline (<a href=\"https:\/\/ksestocks.com\/blog\/tag\/glaxo\/\" data-type=\"post_tag\" data-id=\"198\" target=\"_blank\" rel=\"noreferrer noopener\">GLAXO<\/a>)<\/strong> is expected to post a very strong set of numbers for the second quarter of 2025. Analysts are projecting earnings per share (EPS) of around <strong>PKR 7.5<\/strong>, which would be <strong>12% higher than the last quarter<\/strong> and nearly <strong>double compared to the same period last year<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why such strong expectations?<\/h2>\n\n\n\n<p>There are two major reasons behind the optimism:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Deregulation of non-essential medicines<\/strong>: This has allowed GLAXO to increase prices for some of its products, boosting revenue and profitability.<\/li>\n\n\n\n<li><strong>Falling input costs<\/strong>: Prices of key raw materials, such as Amoxicillin, have dropped. This helps the company spend less while still selling at higher prices.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Margin expectations<\/h2>\n\n\n\n<p>With these factors, analysts believe GLAXO\u2019s margins will look much better this quarter:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Gross margin<\/strong> could rise to around <strong>36%<\/strong> (vs. 24% last year).<\/li>\n\n\n\n<li><strong>Operating margin<\/strong> might hit <strong>25%<\/strong> (vs. 13% last year).<\/li>\n\n\n\n<li><strong>Net margin<\/strong> is expected to be near <strong>15%<\/strong> (vs. 8% last year).<\/li>\n<\/ul>\n\n\n\n<p>This means GLAXO won\u2019t just be making more sales, but also keeping a bigger portion of those sales as profit.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dividend outlook<\/h2>\n\n\n\n<p>The company has not yet announced anything about dividends, but investors will be keeping an eye on whether the strong results could translate into better payouts later.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The big picture<\/h2>\n\n\n\n<p>If these expectations hold, GLAXO would stand out as one of the top performers in the pharma sector this quarter. Pricing freedom and cheaper raw materials have created a perfect setup for growth.<\/p>\n\n\n\n<p> <strong>GLAXO is entering 2QCY25 with strong tailwinds, and investors are watching closely to see if the earnings match the hype.<\/strong><\/p>\n\n\n\n<p><strong>Source: Optimus Capital Management <\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GlaxoSmithKline (GLAXO) is expected to post a very strong set of numbers for the second quarter of 2025. Analysts are projecting earnings per share (EPS) of around PKR 7.5, which would be 12% higher than the last quarter and nearly double compared to the same period last year.<\/p>\n","protected":false},"author":9252,"featured_media":6728,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[154,138],"tags":[198],"class_list":["post-11345","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","category-financials","tag-glaxo"],"featured_image_src":{"landsacpe":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/GLAXO-STOCK-PSX-1140x445.png",1140,445,true],"list":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/GLAXO-STOCK-PSX-463x348.png",463,348,true],"medium":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/GLAXO-STOCK-PSX-300x188.png",300,188,true],"full":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/GLAXO-STOCK-PSX.png",1920,1200,false]},"_links":{"self":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/users\/9252"}],"replies":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/comments?post=11345"}],"version-history":[{"count":1,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11345\/revisions"}],"predecessor-version":[{"id":11346,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11345\/revisions\/11346"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media\/6728"}],"wp:attachment":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media?parent=11345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/categories?post=11345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/tags?post=11345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}