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葛兰素史克Glaxosmithkline(GSK)2025年第三季度投资者和分析师财报电话会议PPT「LSE」(英文版)(40页).pdf

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1、Q3 2025 ResultsQ3 2025 ResultsConference call and webcast for investors and analystsConference call and webcast for investors and analysts29 October 202529 October 20252AgendaAgendaQ3 2025 strong performance improves furtherQ3 2025 strong performance improves furtherEmma WalmsleyPerformance:growth d

2、riversPerformance:growth driversLuke Miels and Deborah WaterhouseQ3 2025 financial performanceQ3 2025 financial performanceJulie BrownSummary and Q&ASummary and Q&AEmma Walmsley,Luke Miels,Deborah Waterhouse,Julie Brown,Tony Wood and David RedfernThis presentation may contain forward-looking stateme

3、nts.Forward-looking statements give the Groups current expectations or forecasts of future events.An investor can identify these statements by the fact that they do not relate strictly to historical or current facts.They use words such as anticipate,estimate,expect,intend,will,project,plan,believe,t

4、arget and other words and terms of similar meaning in connection with any discussion of future operating or financial performance.In particular,these include statements relating to future actions,prospective products or product approvals,future performance or results of current and anticipated produ

5、cts,sales efforts,expenses,the outcome of contingencies such as legal proceedings,dividend payments and financial results.Other than in accordance with its legal or regulatory obligations(including under the Market Abuse Regulations,UK Listing Rules and the Disclosure Guidance and Transparency Rules

6、 of the Financial Conduct Authority),the Group undertakes no obligation to update any forward-looking statements,whether as a result of new information,future events or otherwise.Investors should,however,consult any additional disclosures that the Group may make in any documents which it publishes a

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根据报告的内容,以下是全文的主要内容和关键点: 1. GSK在2025年第三季度实现了强劲的业绩增长,销售额同比增长8%,核心营业利润增长11%,核心每股收益增长14%。 2. 2025年全年销售增长指引从3-5%上调至6-7%,核心营业利润增长指引从6-8%上调至9-11%,核心每股收益增长指引从6-8%上调至10-12%。 3. 2025年第三季度业绩增长主要得益于专科药品销售额增长16%,其中呼吸、免疫和炎症产品增长19%,肿瘤产品增长15%,HIV产品增长12%。 4. GSK计划在2025-2031年推出15个重磅产品,并持续投资创新药物研发,以支持长期增长。 5. GSK在2025年第三季度实现了强劲的现金流,经营活动产生的现金流量达到63亿英镑,自由现金流同比增长11亿英镑。 6. GSK将继续投资增长,并计划在2025年支付每股64便士的股息。
GSK 2025年第三季度业绩如何? GSK未来增长前景如何? GSK的研发管线进展如何?
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