Marksans Pharma Limited — PPTs, 12-08-2025: Investor Presentation

**Financial Highlights:**

Q1FY26 revenue reached ₹620 Cr (+5% YoY) on new US product launches. Gross margin improved to 57.8%. However, EBITDA (₹100.1 Cr, 16.1% margin) and PAT (₹58.2 Cr) declined due to transient costs like higher employee expenses, a one-time credit loss provision, and forex impacts. Cash balance remains strong at ₹711 Cr.

**Strategic Initiatives & Growth Drivers:**

Marksans plans to double India manufacturing capacity to 16bn units. Focus remains on the high-growth OTC segment, fueled by a robust 100+ product pipeline. Strategic EU front-end acquisitions are also being explored.

**Business Developments:**

New product rollouts in US gastrointestinal, pain, and digestive health segments boosted Q1 revenue. Goa facility integration is nearing completion; US shipments were front-loaded ahead of anticipated tariffs.

**Market Position & Competitive Advantage:**

Marksans is a leading OTC store brand supplier in the US (aiming for top-tier private label) and a top 5 Indian pharma in the UK. Its competitive edge stems from successful acquisitions, strong R&D, and scalable manufacturing.

**Investor Implications:**

Despite Q1's seasonal slowdown and temporary margin pressures, demand recovery is expected in Q2. Management targets ₹3,000 Cr revenue in two years, indicating positive growth potential from capacity expansion and market penetration.