GSK(GSK) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Performance Highlights - Q3 2025 sales reached £8,547 million, an increase of 8% [11] - Core operating profit increased by 11% to £2,985 million [11] - Core EPS grew by 14% to 550p [11] - Cash generated from operations year-to-date was £63 billion [11] - The company is on track with its trust rating [11] Guidance Upgrade and Outlook - FY2025 sales growth guidance upgraded from 3-5% to 6-7% [17] - Core OP growth guidance upgraded from 6-8% to 9-11% [17] - Core EPS growth guidance upgraded from 6-8% to 10-12% [17] - The company anticipates sales exceeding £40 billion by 2031 [17] Specialty Medicines Performance - Specialty Medicines sales increased by 16%, driven by Respiratory, Immunology & Inflammation (RI&I), Oncology, and HIV [9] - RI&I sales reached £954 million, with Benlysta up 17% and Nucala up 14% [23, 25] - Oncology sales reached £511 million, with Jemperli up 79% and Ojjaara up 51% [23, 25] - HIV sales reached £1,944 million, driven by long-acting injectables and Dovato [23]