ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 35.6% YoY growth this quarter. |
|---|---|
| Margins | Record gross margins of 59.1%; expects 55-56% sustainability. |
| Order book | Order book remains strong across geographies. |
| Demand visibility | Strong order book; softer summer demand in North America noted. |
| Management confidence | High; visibility for doubling revenue within five years. |
Growth
Revenue grew 35.6% YoY to INR841 Cr. PAT surged 173.9% YoY to INR159.4 Cr. EBITDA margin expanded to 25.3%.
Outlook
Guided for FY27 revenue growth of 15-20% and 20-21% EBITDA margin. Target to double revenue in 5 years.
Risks
Geopolitical volatility, shipping hurdles in Middle East, and potential US duty changes are key monitorables.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue INR 3,000 Cr → delivered INR 2,951 Cr (= BEAT)
- Guided 15-20% Revenue growth → delivered 35.6% (= BEAT)
- Guided 20-21% EBITDA margin → delivered 25.3% (= BEAT)
Partly delivered
- Guided M&A activity in 2027 → delivered QliniQ/ABCnow acquisitions (= PARTIAL)
Investor Presentation filed with BSE, NSE: MARKSANS. Summary written with AI assistance from the document.
Marksans Pharma Ltd: key numbers
- Share price
- ₹308.30
- Market cap
- ₹13,973 Cr
- Revenue (annual)
- ₹2,951 Cr
- Net profit (annual)
- ₹417.9 Cr
- P/E (TTM)
- 25.0×Sector 43.8×
- 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.