Mankind Pharma Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Mankind Pharma posted solid Q1FY27. Revenue: INR4,031 Cr (+13% YoY). EBITDA: INR1,060 Cr (26.3% margin, +250bps YoY). PAT: INR574 Cr (+29.1%).

Domestic business grew 10.5% with strong chronic (up 15.8%) & recovering acute segments. International biz surged 29% to INR605 Cr. Management targets double-digit growth, outperforming IPM, by boosting chronic share to 50% & scaling hospital biz. BSV grew 21%.

Strategic caution on GLP-1 launches due to high competition, opting for a therapy approach. Operational efficiency, controlled attrition, and innovation (AI drug discovery) remain key. Confident outlook for sustained growth.