| 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
- ₹325.00
- Market cap
- ₹14,728 Cr
- Revenue (annual)
- ₹2,951 Cr
- Net profit (annual)
- ₹417.9 Cr
- P/E (TTM)
- 28.5×Sector 47.4×
- 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.
More from Marksans Pharma Ltd
All →Marksans Pharma Promoter Selling (Off-Market)
Director Sandra Saldanha gifted 2,28,273 shares of Marksans Pharma Ltd to her daughters in an off-market transaction. This internal transfer reallocates promoter-group equity holdings.
Marksans Pharma Other Announcement
Marksans Pharma intimated shareholders about SEBI's extended special window (Feb 2026–Feb 2027) for re-lodgement of pre-April-2019 physical share transfer deeds. No new business, capital, or operational event is disclosed.
Marksans Pharma Annual General Meeting
Marksans Pharma Limited conducted its 34th Annual General Meeting on August 27, 2026. Shareholders considered the adoption of FY2025-26 financial statements and a dividend of Rs. 0.90 per share.
Marksans Pharma Other Announcement
Marksans Pharma Ltd. has received an ESG score of 56 from Crisil ESG Ratings & Analytics Ltd for Fiscal 2026.
Marksans Pharma Investor Presentation: Key Takeaways
Strong Q1FY27 performance driven by European growth and acquisitions. Marksans achieved highest-ever quarterly EBITDA and PAT, while crossing INR1,000 Cr cash balance.
- Call
- Guides 20% growth
Marksans Pharma Q1 FY27 Results: Net Profit ₹159.4 Cr, Up 173.9% YoY
Marksans Pharma Ltd reported revenue from operations of ₹840.8 Cr (+35.6% YoY) and net profit of ₹159.4 Cr (+173.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹159.4 Cr · +173.9% YoY