BSECompany Update13h ago · 27 Oct 2026, 05:14 pm
In continuation of our earlier intimation dated October 22, 2026 please find attached the Investor Presentation to be made during the said Analyst / Institutional Investors meet
Mankind Pharma Ltd · 543904
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Mankind Pharma Ltd has released an investor presentation for its Analyst / Institutional Investors meet, highlighting its growth trajectory, market leadership, commercial reach, R&D journey, manufacturing evolution, and transformation initiatives.
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Growth Catalyst6/10
Governance Concern2/10
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Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment6/10
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Mankind Pharma Ltd - 543904 - Announcement under Regulation 30 (LODR)-Investor Presentation
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October 27, 2026
BSE Limited National Stock Exchange of India Limited
P J Towers, Exchange Plaza, C-1, Block G,
Dalal Street, Bandra Kurla Complex,
Mumbai – 400 001 Bandra (E), Mumbai – 400 051
Scrip Code: 543904 Symbol: MANKIND
Dear Sir/ Madam,
Sub.: Investor Presentation
Ref.: Regulation 30 & 51 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015 (“Listing Regulations”)
Pursuant to Regulation 30 & 51 of the Listing Regulations and in continuation of our earlier intimation
dated October 22, 2026 under subject “Intimation of Schedule of Analyst / Institutional Investors’
Meet”, please find attached Investor Presentation to be made during the said Analyst / Institutional
Investors’ Meet.
You are requested to take the above information on record and disseminate the same on your respective
websites.
The above information is also available on the website of the Company at www.mankindpharma.com.
Thanking you
Yours Faithfully,
For Mankind Pharma Limited
Hitesh Kumar Jain
Company Secretary &
Compliance Officer
Encl.: A/a
A NA LYST / INVESTOR MEET
Mankind Pharma
October 2026
Our DNA | Evolution 1995 – 2026
1995–2002 2002–2005 2007 2020–2022 2023 2024–2026
FOUNDATION METROS & CHRONIC BRAND MANKIND SPECIALTY PUBLIC LISTING COMPLEX & GLOBAL
• Started from small • Metros and Tier-1 • Entered Consumer • Specialty divisions: • Listed on NSE & BSE • BSV acquisition
towns and GPs cities Healthcare cardio, diabetes, • In-licensing/ Products • In-licensing/ Products
• GPs to CPs • Expansion into South • Manforce, Prega respiratory, CNS acquired– Biocon acquired:
• Gradual launch, state India News • Super-specialty: AstraZeneca
by state • Stepped into chronic Panacea–onco& Novartis
(2004) transplant Roche
• Chronic became >30%
• In-licensing/ Products
acquired– Novartis
1995 2001 2007 2018 FY23 FY26
REVENUE
TRAJECTORY
₹5+ Cr ₹50+ Cr ₹500+ Cr ₹5k+ Cr ₹8.7k+ Cr ₹14.2k+ Cr
Mankind Today | FY26 at a glance
Youngest ₹14,278 Cr 18.1%
company in the IPM top 5 FY26 revenue Revenue CAGR, FY21–26
MARKET LEADERSHIP
#1 #4 4 22
Prescription rank for 9 IPM rank by value Consumer brands ranked Brand families > ₹100 Cr
years #1
COMMERCIAL REACH
5 lakh+ 18,500+ 17,600+ 84%
Doctors covered Field force Stockists nationwide Prescriber penetration
Source: IQVIA MAT Mar’26. 3
R&D | From Fixed-Dose Combination to novel molecules
R&D JOURNEY
2012 2018–19 2024 FY26
First R&D centre First in India Biologics platforms Towards innovation
IMT Manesar, Haryana Dydrogesterone developed in- BSV – recombinants Own NCE
house (Dydroboon) GPR-119 in Phase II
JAK inhibitor in Phase I
TODAY · FY26
7 740+ 58
R&D centres Scientists US ANDAs approved
Manufacturing | From third-party to ~75% in-house
MANUFACTURING EVOLUTION
1995–2001 Build-out Global quality Today · FY26
32 manufacturing
Asset-light start 7 plants ~75% in-house
facilities
100% third-party manufacturing in Built across USFDA-approved
Of manufacturing
the first 6–7 years Himachal Pradesh, EU GMP-certified Mankind-owned or controlled plants
Sikkim,
Rajasthan and more;
5,000+ manufacturing staff
KEY HIGHLIGHTS
2023 FY27–28
Backward integration Complex biologics
Udaipur Facility
Vadodara biologics plant under way
(EU GMP Certified)
India’s 1st fully integrated
Dydrogesteroneplant
FY24 – FY26 | Transformation
KEY INITIATIVES PORTFOLIO
Leadership & Re-energised Doctor BSV ACQUISITION · FY25
Technology
talent field force engagement
Development and acquisition New KRA & incentive Optimisedengagement Extensive use in the field • High-entry barrier portfolio
framework strategy& Medico Marketing
• Women’s health, fertility &
critical care
• Biological R&D platforms
GROWTH REVIVAL
Volume growth (−0.6%) → +6.2% Outperforming IPM
6.2% vs 5.2%
Volume growth vs IPM, Q2 FY27 IN-LICENSING/BRAND ACQUISITION · FY24–26
FY24 Q2 FY27
IPM Mankind
Growth Value Volume Value Volume Productivity2
ANNUAL
AstraZeneca Novartis
FY24 7.6% 0.7% 8.5% -0.6% 6.5
FY25 8.0% 1.4% 7.5% 0.5% 6.5
FY26 9.9% 2.7% 8.2% 2.3% 7.2
Rivotril
QUARTERLY
Q1 FY27 13.0%1 4.7% 12.7% 4.7% 7.3 Takeda Roche
Q2 FY27 14.2%1 5.2% 15.7% 6.2% 7.4
1. Ex-Tirzepatide(reported: Q1 FY27 13.5%, Q2 FY27 14.7%) 2. ₹ lakh per MR per month on TTM. Source: IQVIA; company data. Green = Mankind ahead of IPM. 6
OUTLOOK AHEAD | Outperform IPM
EIGHT PILLARS OF GROWTH
PILLAR 1 PILLAR 5
More brands above ₹50 /
Chronic & Specialty Chronic share ~39% → ~50% Good to Great Brands
₹100 / ₹200 Cr
• Cardio • GPDivision
PILLAR 2 PILLAR 6
• Gastro • Dental
New Divisions • Cosmetology Consumer Healthcare Transform
• Geriatric
PILLAR 3 PILLAR 7
Hospital Business Share of sales ~1.7% → ~5% BSV Scale branded specialty
PILLAR 4 PILLAR 8
Break into the top 3 rank in ACTx;
10 Focus States Innovative Bets
each state deleverage, then reinvest
Capital Allocation
Pillar 1 | Chronic & Specialty
CHRONIC SHARE OF SALES
From GPs -> CPs -> Super- Specialists
HOW WE STARTED WHAT WE ADDED
Cold & cough + Inhalers Combihale+ Symbicort–44%
YoY, 3x IPM
Oral anti-diabetic + Insulin Nobeglar–40% YoY growth
FY04 FY18 FY26 FY30E
Hypertension + Crenzlo (Inclisiran) 1 lac value
#1 Rx brand in its category
MARKET SHARE IN IPM (%)
Cardiac Anti-diabetic
OUTLOOK · PATH TO ~50% CHRONIC
5.5%
3.9% NewSpecialty New Products Good to great
4.5% divisions brands
Build insulinand Scale more
3.2% Chronic
inhaler franchises ₹50 Cr
FY20 FY21 FY22 FY23 FY24 FY25 FY26 Semi-chronic
₹100 Cr
₹ 200 Cr
Source: IQVIA MAT Mar’26 8
New Launches | Recent wins and the next wave
SUCCESSFUL RECENT LAUNCHES
Vonalong Nurokind HS PFS AdvaUD DynaDuo
Vonoprazan MecobalaminPre-filled syringe Nor-UrsodeoxycholicAcid Empagliflozin+ Linagliptin
IQVIA RANK MARKET SHARE IQVIA RANK MARKET SHARE IQVIA RANK MARKET SHARE IQVIA RANK MARKET SHARE
#1 12% #2 12% #2 36% #4 5%
UPCOMING BIG LAUNCHES
01 02 03 04 05
Resmetirom Insulin Aspart & Perfluoro-hexyloctane Latanoprostene bunod Ensifentrine
Degludec
NASH –fatty liver disease Diabetes –insulin franchise Dry eye disease Glaucoma COPD
Source: IQVIA MAT Sep’26, Period: H1 FY27 9
Pillar 5 | Big Brands Getting Bigger
BRAND FAMILIES BY SIZE ₹500 CR+ BRANDS (FY26)
Sales band FY21 FY26 Added CAGR FY21–26 Telmikind ₹783 Cr
FY26 growth
> ₹500 Cr 0 3 +3 14.4% Nurokind ₹667 Cr
FY26 growth
Manforce ₹647 Cr
> ₹200 Cr 7 13 +6 12.8%
FY26 growth
NEW ₹50 CR+ BRANDS IN FY26
> ₹100 Cr 15 22 +7 12.3%
Lactare D3 Must Statpure
> ₹50 Cr 36 54 +18 11.2%
Mahaflox Ossopan
Source: IQVIA MAT Mar’26, 10
Pillar 6 | Consumer Healthcare – From Sexual Wellness to Consumer Wellness
WHAT WE HAVE BUILT OUTLOOK · NEXT PHASE OF GROWTH
1 Leader in sexual wellness
Scale consumer healthcare
#1 Manforce Condoms –28% share; strengthened flavoured range in general trade led by consumer wellness and new-age channels
#1 Unwanted Emergency contraceptives –68% share
Modern trade, e-com & quick-commerce
2 Owned pregnancy care Accelerate presence in new-age channels
#1 Prega News Pregnancy test kits –83% share; extended into Ova News
Premium & unflavoured condoms
3 Moved into consumer wellness Scale Epic ThinX; premiumise Manforce
#2 Gas-O-Fast Antacid powder –11% share; Jeera variant widened appeal
New wellness categories
#1 Acne Star Medicated anti-acne –33% share; plus Health OK, Nimulid
Scale Ova News, Nimulid, Health OK
₹879 Cr 4 4% → 8% → 14%
Rx → OTx → OTC
FY26 revenue Brands ranked #1 in their categories E-com share, FY25 →FY26→ Q2 FY27 Switch proven Rx brands to consumer channels
Source: IQVIA Retail MAT Mar’26. 11
Pillar 7 | BSV – High-Barrier Specialty
#1 #1 / #2 ~37K ~88%
Gynaecology rank in India* In 9 key brand families Gynaecologists covered IVF centre coverage
HIGH-BARRIER BRANDS & PLATFORMS FUTURE OUTLOOK
Anti-D (recombinant) • Focus on high revenue growth
First novel biologic from India; 100% market share in India • Deeper penetration in Anti-D, infertility and bitesportfolio
• Good-to-great brands like Octaplex and Histoglob
Humog (high-purity HMG) • Geographical expansionof key products in emerging markets
Rank #
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