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Investor Presentation

Mankind Pharma Investor Presentation: Key Takeaways

Mankind Pharma reported strong Q1 FY27 results with 12.9% revenue growth and 29.1% PAT growth. Strategy focuses on chronic segment expansion, BSV integration, and OTC growth.

Highlights
Revenue growth12.9% YoY for Q1 FY27
MarginsEBITDA margin improved 250 bps YoY to 26.3%.
Demand visibilityStrong recovery in acute; double-digit growth in Mankind and BSV businesses.
Management confidenceHigh, citing disciplined execution and strengthening business fundamentals.

Growth

Revenue reached INR 4,031 Cr (+12.9% YoY); EBITDA at INR 1,060 Cr (+24.7% YoY) with 26.3% margin.

Outlook

Focused on increasing chronic share (currently 39.6%) and integrating BSV specialty business for long-term sustainable growth.

Risks

Softness in consumer healthcare growth (4% YoY) due to discontinued cash and carry business base effect.

Last quarter's promises, checked

Delivered

  • Guided 25-26% EBITDA margin → delivered 26.3% (= BEAT)
  • Guided double-digit domestic growth → delivered 12.9% (= BEAT)
  • Guided high-teens/20% exports growth → delivered 29% (= BEAT)

Partly delivered

  • Guided 39% chronic share → delivered 39.6% (= PARTIAL)

Missed

  • Guided double-digit consumer growth → delivered 4% (= MISS)
Source

Investor Presentation filed with NSE, NSE: MANKIND. Summary written with AI assistance from the document.

Read the document ↗

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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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.

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Mankind Pharma Other Announcement

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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