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Earnings Call Transcript

Mankind Pharma Earnings Call Transcript: Key Takeaways

Mankind Pharma's FY25 ESG report highlights a 73% carbon reduction since FY21 and 63% renewable energy mix. The company is focused on embedding sustainable practices across manufacturing and its value chain.

Highlights
MarginsInvesting in energy efficiency; 3.8 Cr capital investment for efficiency.
Management confidenceHigh regarding sustainability goals and decarbonization journey.

Growth

Achieved 73% reduction in carbon emissions vs FY21 base. Renewable energy share in total mix reached 63% in FY25.

Outlook

Targets carbon neutral operations by 2030 and 100% renewable power by 2030. Planned ESG risk screening for critical suppliers by FY2027.

Risks

Identified climate-related risks and water stress; 20% of freshwater requirement is sourced from water-stressed regions.

Last quarter's promises, checked

Delivered

  • Guided R&D 2.5-3% of sales → delivered 2.8% (= BEAT)
  • Guided EBITDA margin 25-26% → delivered 25.4% (= BEAT)
  • Guided capex ~5% of revenue → delivered 5.2% (= BEAT)

Partly delivered

  • Guided double-digit OTC growth → delivered 9% for FY26 (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: MANKIND. Summary written with AI assistance from the document.

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Mankind Pharma Ltd: key numbers

Share price
₹2,474.90
Market cap
₹1,02,225 Cr
Revenue (annual)
₹14,278 Cr
Net profit (annual)
₹1,913 Cr
P/E (TTM)
50.0×Sector 50.4×
Promoter holding
72.63%-0.03% QoQ
FII holding
9.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Mankind Pharma Annual General Meeting

Mankind Pharma announced the successful passing of a special resolution to appoint Mr. Anish Vanraj Bafna as a Non-Executive Independent Director. The Postal Ballot concluded with the required majority.

19:50 IST BSE
Other Announcement

Mankind Pharma Other Announcement

Mankind Pharma has been assigned an ESG rating of 68.21 ('Leader' category) by Niche99 ESG Ratings, based on publicly available data for FY 2025-26.

17:10 IST NSE
Merger & Restructuring

Mankind Pharma Merger & Restructuring

Mankind Pharma announced that members of its wholly-owned subsidiary, Bharat Serums and Vaccines Limited (BSVL), approved its voluntary liquidation in an EGM.

15:23 IST BSE
Financial Results

Mankind Pharma Q1 FY27 Results: Net Profit ₹574.1 Cr, Up 29.1% YoY

Mankind Pharma Ltd reported revenue from operations of ₹4,031 Cr (+12.9% YoY) and net profit of ₹574.1 Cr (+29.1% YoY) for Q1 FY27.

Key figure
Net profit ₹574.1 Cr · +29.1% YoY