| EBITDA Margin: guided vs achieved | 22.80% achieved Guided 20.00%–21.00%, 8.6% above the top of the range; confirmed by management |
|---|
| Revenue growth | Q2 +30.5% YoY; ~25% ex-QliniQ per management. |
|---|---|
| Margins | Q2 22.8% (+274bps YoY) vs Q1 25.3%; gross margin 58.5%. |
| Order book | US order book described as strong; not quantified. |
| Demand visibility | US order book described as strong despite softer consumer. |
| Management confidence | High: 'strongest-ever performance', 'confident in growth trajectory'. |
Growth
H1FY27 revenue ₹1,781cr (+32.9%), EBITDA ₹427cr (+74.7%), PAT ₹303cr (+92.5%). Excluding QliniQ, Q2 revenue growth ~25%.
Outlook
FY27 EBITDA margin guided 20–21%; Q2 beat it. Europe front-end scaling; 24 UK products awaiting approval; selective M&A intent.
Risks
Q2 PAT down 10% QoQ: higher D&A, lower other income, 25.8% tax rate. RoW revenue down 47% YoY.
Last quarter's promises, checked
Delivered
- FY27 EBITDA margin 20–21% → Q2 22.8% (= BEAT)
- Gross margin sustainable 55–56% → Q2 58.5% (= BEAT)
- Q2 revenue > Q1 (₹841cr) → ₹940cr (= BEAT)
Partly delivered
- FY27 revenue growth 15–20% → H1 +32.9%; full year pending (= PARTIAL)
Missed
- US momentum to strengthen → US growth 15.1% → 8.7% YoY (= MISS)
Investor Presentation filed with NSE, NSE: MARKSANS. Summary written with AI assistance from the document.
Marksans Pharma Ltd: key numbers
- Share price
- ₹326.75
- Market cap
- ₹14,807 Cr
- Revenue (annual)
- ₹2,951 Cr
- Net profit (annual)
- ₹417.9 Cr
- P/E (TTM)
- 28.6×Sector 41.3×
- 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 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 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.
Marksans Pharma Other Announcement
Periodic quarterly shareholding pattern filing for Marksans Pharma Ltd. This document provides the latest breakdown of shareholder categories as mandated by SEBI.
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.