Q1 Beats Expectations, Tariff Plan in Place
GSK reported Q1 turnover of £7.52 billion and core EPS of 44.9 pence, narrowly topping consensus. Shares jumped 3.8% in London as CEO Emma Walmsley highlighted the group’s readiness to absorb any U.S. pharma levies without derailing 2025 targets.
AI-Driven Efficiency and Supply-Chain Resilience
Walmsley noted GSK has already “reset” its global supply chain for regional resilience during the Haleon demerger. Moving forward, the company plans to lean on AI tools to optimize production costs and pinpoint efficiencies—measures designed to offset the impact of any “major” pharmaceutical tariff that President Trump may impose.
Financial Flexibility Underpins the Strategy
Even before new levies, GSK’s profitability metrics look solid. According to FMP’s Ratios TTM Statement Analysis API, the group has maintained a 42% gross margin and a 19% EBITDA margin over the past twelve months—ample buffer for tariff-driven cost pressures.
New-Product Launches to Drive Growth
To counter patent expirations in its HIV portfolio and slowing legacy lines, GSK is accelerating infectious-disease vaccines and specialty therapies. These higher-margin products should enhance overall revenue mix, giving the company further headroom to swap out any increased costs without eroding shareholder returns.