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Earnings Call

Marksans Pharma Earnings Call: Key Takeaways

Marksans Pharma achieved milestone FY26 performance with total income of ₹3,033 cr and record PAT of ₹420 cr. Strategy focuses on global OTC leadership and Rx expansion in Australia.

Why this was an Alfa AlertNot a filter event. Performance was 'in line' with guidance as stated in management commentary.
Highlights
Revenue growthFY26 grew 12.8% YoY; US/North America up 24%.
MarginsEBITDA margin improved to 22.8% in Q4FY26.
Order bookStrong order book execution; momentum expected to continue.
Demand visibilitySustained momentum in US; peak-season demand in Australia.
Management confidenceHigh, successfully delivered on guidance for FY26.

Growth

FY26 revenue grew 12.8% YoY; PAT up 9.8%. Q4FY26 revenue grew 20.8% YoY with EBITDA margin expanding to 22.8%.

Outlook

Major capex cycle nearly complete. Plans to launch 20-25 new products annually; 200+ products in 4-year filing pipeline.

Risks

Monitoring emerging input cost pressures and ongoing geopolitical tensions affecting global logistics and RoW market demand.

Source

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

Read the document ↗

Marksans Pharma Ltd: key numbers

Share price
₹336.95
Market cap
₹15,269 Cr
Revenue (annual)
₹2,951 Cr
Net profit (annual)
₹417.9 Cr
P/E (TTM)
29.6×Sector 50.4×
Promoter holding
43.87%+0.00% QoQ
FII holding
17.47%Current quarter

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

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