Mankind Pharma Limited — PPTs, 06-11-2025: Investor Presentation

Here's a concise summary for retail investors:

**Business Performance & Key Financial Metrics:** Mankind Pharma posted 20.8% YoY revenue growth to 3,697 Cr in Q2FY26. Domestic sales climbed 14.5% to 3,184 Cr, driven by chronic segment outperformance (Cardiac +1.3x, Anti-diabetics +1.2x vs IPM) and BSV integration. Exports surged 82.6% to 513 Cr, boosted by BSV. Consumer Healthcare dipped 2.6% to 226 Cr, affected by GST and monsoon. EBITDA increased 8.7% to 924 Cr, but Profit After Tax dropped 21.3% with Diluted EPS also declining.

**Growth Drivers & Strategy:** Strategic focus includes expanding high-margin chronic and super specialty portfolios via BSV integration and in-licensing. OTC growth, increased metro penetration, R&D, and digital transformation are key priorities.

**Recent Developments:** BSV's super specialty portfolio integration shows double-digit sequential growth, while 3 new products launched in the US this quarter.

**Management Commentary / Outlook:** Management is confident in long-term growth from its strong base, fast-growing chronic & specialty segments, high-potential OTC, and BSV portfolio, anticipating H2 recovery for Consumer Healthcare.