| 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
- ₹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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- Key figure
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