ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | FY26: 12.5%, Q4: 20.8% |
|---|---|
| Margins | FY26 EBITDA margin 20.4%; Q4 peaked at 22.8%. |
| Order book | Improved order flow in UK and EU markets. |
| Demand visibility | Strong momentum in US; recovery trajectory in UK market. |
| Management confidence | High; optimistic on hitting objective year-on-year growth. |
Growth
FY26 operating revenue grew 12.5% YoY to INR 2,951 Cr. Q4 FY26 revenue rose 20.8% to INR 856 Cr.
Outlook
Targeting INR 4,000 Cr revenue by FY28. Planning M&A activity for 2027 with INR 990 Cr cash reserves.
Risks
Inflationary pressure on raw materials in Q1 FY27; geopolitical supply chain disruptions; logistics costs around 2% of margins.
Last quarter's promises, checked
Delivered
- Guided INR 3,000 Cr revenue → delivered INR 3,000 Cr+ (= BEAT)
- Guided 15-20% revenue growth → delivered 20.8% in Q4 (= BEAT)
- Guided 20-21% EBITDA margin → delivered 20.4% FY26 / 22.8% Q4 (= BEAT)
Partly delivered
- Guided 50% Teva capacity utilization → delivered ~50% / 'shying away' (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: MARKSANS. Summary written with AI assistance from the document.
Marksans Pharma Ltd: key numbers
- Share price
- ₹318.50
- Market cap
- ₹14,435 Cr
- Revenue (annual)
- ₹2,951 Cr
- Net profit (annual)
- ₹417.9 Cr
- P/E (TTM)
- 25.8×Sector 43.7×
- Promoter holding
- 43.87%+0.00% QoQ
- FII holding
- 19.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Marksans Pharma Ltd
All →Marksans Pharma Earnings Call Transcript: Key Takeaways
Headline growth is strong: revenue up 30.5% to ₹940 Cr and EBITDA margin 22.8%, above the 21–22% guide. Sequentially, margin, gross margin and PAT all fell, and growth is partly acquired.
Marksans Pharma Employee Stock Options
Marksans Pharma allotted 56,250 equity shares to employee stock option grantees under its 2024 scheme. Shares were issued on exercise of vested options.
Marksans Pharma Results Update
Marksans Pharma reported Q2FY27 revenue of ₹940 crore and H1FY27 PAT of ₹303 crore. EBITDA grew 48% to a record ₹214 crore in the quarter.
Marksans Pharma Investor Presentation: Key Takeaways
Q2FY27 revenue ₹940cr (+30.5% YoY), EBITDA ₹214cr at 22.8% margin (+274bps), PAT ₹143.5cr (+44.8%). H1 PAT ₹303cr; net cash ₹1,095cr; Europe front-end being built.
Marksans Pharma Q2 FY27 Results: Net Profit ₹143.5 Cr, Up 44.8% YoY
Marksans Pharma Ltd reported revenue from operations of ₹940.2 Cr (+30.5% YoY) and net profit of ₹143.5 Cr (+44.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹143.5 Cr · +44.8% YoY
Marksans Pharma Board Meeting Date
Marksans Pharma scheduled its Board meeting for November 4, 2026, to approve Q1/H1 unaudited results. No material decision has been taken yet.