Marksans Pharma Limited — PPTs, 13-11-2025: Investor Presentation

Marksans Pharma reported a strong Q2FY26, with revenue jumping 16.2% quarter-on-quarter (QoQ) to ₹ 720 Cr. Profit (PAT) surged 70.3% QoQ to ₹ 99.1 Cr, and EBITDA grew 44.3% QoQ to ₹ 144.5 Cr, benefiting from operating leverage. The US market was a key driver, with revenue up 27% year-on-year (YoY) to ₹ 387.3 Cr, boosted by new product launches, while the UK market remained stable. For H1FY26, revenue increased 8.8% YoY to ₹ 1,340.4 Cr, though PAT declined 15.8% YoY to ₹ 157.3 Cr.

The company is strategically focused on expanding its high-growth OTC segment, which has shown a 21% CAGR from FY17-FY25, and strengthening its product pipeline with over 100 new products from R&D. Recent developments include new marketing authorizations in the UK for products like Metformin Hydrochloride and Exemestane.

Management is optimistic, expecting momentum to continue in the second half, aiming for ₹ 3,000 Cr revenue within a year. They plan to double US revenue and target becoming a top 3 Indian pharma player in the UK, with strategic M&A to support European expansion.