Marksans Pharma Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Marksans Pharma Q1 FY26: Revenue up 5% YoY to INR 620 Cr, with US business growing 30.6% on new launches. PAT declined 34.7% to INR 58.2 Cr, impacted by one-time provisions and forex loss. Gross margin improved to 57.8% due to lower input costs. The UK market experienced high single-digit price erosion and seasonal softness. Management anticipates demand recovery, with new high-margin UK products aiding profitability. The Goa facility nears readiness, and the US order book is strong at $220 million. The company is confident in its long-term strategy despite market uncertainties.