GlaxoSmithKline Pharmaceuticals Limited CC-Mar25.pdf · 2025-05-13
Yes, hi, this is Deepak from Carnelian. So thanks for taking my question. So my first question is, so next year, you said that you intend to deliver growth more than the IPM growth, which is around 8%, 9%. So in this, how do you see the pricing growth, especially in the portfolio, which is under the NLEM and in the rest of the portfolio? Because last year, I believe that pricing was an issue where we were not growing. Volume growth was very healthy. So next year, so how do you see the pricing growth in your overall portfolio?
Thanks. So here, if I see the comparison, like many of the Indian companies which are like quite big in the domestic pharma, like T orrent and the other companies. S o there I see their volume growth is hardly 1% or 2%, 3% and like 7%, 8% kind of price increase they take. But here GSK like even in the 60% of the portfolio, we have not seen much of the price increase. So any reason that we refrain from taking price increases for the portfolio under the NLEM, I can understand, but even in the rest of the portfolio, there's hardly any price increases over the last 2 years. And going forward also, we are not that keen. So any reason for that?