BSECompany Update1d ago · 30 Jul 2026, 03:48 pm
Please find attached investor presentation for Q1FY27
Mankind Pharma Ltd · 543904
✦ AI Summary▲ PositiveResults
Mankind Pharma Ltd has announced its Q1FY27 investor presentation, showcasing a 12.9% YoY growth in revenue from operations, with domestic business (ex-CH) growing 10.5% YoY and exports business growing 29% YoY. The company has also reported a 16.5% YoY growth in gross profit and a 24.7% YoY growth in EBITDA. The presentation highlights the company's steady growth trajectory, expansion in specialty and super specialty segments, and strong performance in key focused brands.
Analysis Scores
Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk6/10
Liquidity Impact9/10
Market Sentiment9/10
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Full Announcement
Mankind Pharma Ltd - 543904 - Announcement under Regulation 30 (LODR)-Investor Presentation
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July 30, 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,
Subject: Investor Presentation
Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015
Please find enclosed herewith the investor presentation on financial results of the Company for the
quarter ended on June 30, 2026.
The presentation is also being uploaded on the website of the company i.e. www.mankindpharma.com.
You are requested to kindly take the above information on your records.
Thanking You,
Yours Faithfully,
For Mankind Pharma Limited
Hitesh Kumar Jain
Company Secretary &
Compliance Officer
Encl.: A/a
Q1 FY27
July 2026
Index
03 Additional Information
• Mankind Pharma at a Glance (FY26)
• Key Milestones
• Expansion in Specialty and Super Specialty
Segments
01 Financial Performance
• Financials - Steady Growth Trajectory
• Key Financials – Q1 FY27 • Shareholding Pattern
• P & L Highlights – Q1 FY27 • Annexures
• Key Financial Metrics – Q1 FY27 • Q1 FY27 Earnings Call Details
02 Business Updates – Q1 FY27
• Domestic Business (ex-CH)
• Consumer Healthcare Business (CH)
• Export Business
Mr. Rajeev Juneja
Vice Chairman & Managing Director
Segmental Revenue Break - Up
• Revenue grew~13%YoY with EBITDA margins improving by 250 bps to 26.3%
• Overalldomestic business (ex CH) grewby 11.0% led by:
Double digit growth in Mankind domestic business with 15.8% growth in
15% 7%
Chronic – 19.4% in cardiacand 12.7% in anti-diabetes
Outperformance in Gastro, VMN, Gynaec led to growth recoveryin acute
Strong double digit growth in BSV domestic specialty business
3,426
4,031 • OTCsegment grewby ~4%; while International business grew29%
• Our disciplined execution and strengthening business fundamentals, resulted
Domestic Business (Ex CH) in improvements across key operating and financial metrics in Q1FY27, laying
the foundation to deliver long-term sustainable growth
Consumer Healthcare (CH)
Domestic Exports
1. On TTM Basis, Adj. ROCE excludes BSV Acquisition || 2. Calculated on TTM EBITDA adjusted with one time impact of labourcode regulations and other non-recurring cost 4
INR Cr Q1 FY27 Q1FY26 YoY Growth Q4FY26 QoQ Growth
Revenue from Operations (A=B+C) 4,031 3,570 12.9% 3,443 17.1%
Domestic Business (B) 3,426 3,101 10.5% 2,886 18.7%
i. Domestic Business (ex CH) 3,180 2,864 11.0% 2,673 19.0%
ii. Consumer Healthcare (CH) 246 237 3.9% 213 15.5%
Exports Business (C) 605 469 29.0% 557 8.5%
Gross Profit 2,932 2,517 16.5% 2,485 18.0%
EBITDA 1,060 850 24.7% 910 16.5%
Profit After Tax 574 445 29.1% 559 2.6%
Diluted EPS1 (INR) 13.7 10.6 29.6% 13.4 2.5%
Cash EPS1 (INR) 19.2 15.9 20.8% 19.1 0.4%
Gross Margins % 72.8% 70.5% 230 bps 72.2% 60 bps
EBITDA Margins % 26.3% 23.8% 250 bps 26.4% 10 bps
Adjusted EBITDA Margins % 26.3% 23.8% 250 bps 27.1%2 80 bps
PAT Margins % 14.2% 12.5% 170 bps 16.2% 200 bps
1. Diluted EPS and Cash EPS not annualised|| 2. Adjusted with one time impact of labourcode regulations 5
Cash Flow from Operations (INR Cr) CAPEX (INR Cr) ROCE2
EC BF IO TD to A 80% 89% 99% 77% CA oP fE RX e a vs % 4.3% 5.2% 3.6% 4.9%
With BSV With BSV With BSV With BSV
Acquisition Acquisition Acquisition Acquisition
723 263 40% 41% 42% 43%
814 761 187
460 91
593 128 163
840 840 817 198
546 125 127 127 11%* 12% 11%* 13%
FY25 FY26 Q1FY26 Q1FY27 FY25 FY26 Q1FY26 Q1FY27
Mar31, Mar31, Jun30, Jun30,
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2025 2026 2025 2026
Net Cash / (Net Debt) (INR Cr) Net Operating Working Capital Days2
Net-Debt
1.6x 1.4x 1.3x 1.1x 0.9x With BSV With BSV With BSV With BSV
to EBITDA3 Acquisition Acquisition Acquisition Acquisition
50* 52 52
45 43 44 44
(3,377)
(3,932)
(4,294)
(4,791)
(5,249)
Mar31, Mar31, Jun30, Jun30,
Jun30, Sep30, Dec31, Mar31 Jun30,
2025 2026 2025 2026
2025 2025 2025 2026 2026
1.Above FY25 P&L items are for continuing operations only || 2. On TTM Basis || 3. calculated on Adj. EBITDA basis | *Includes BSV from 23-Oct-2024 || Refer Annexure for Formulas 6
Strong Growth in Domestic (ex-CH) Revenue1,2
INR Cr
11,338
9,866
8,741
7,761
2,864 3,180
FY23 FY24 FY25 FY26 Q1FY26 Q1FY27
Domestic revenue (ex- CH) increased 11.0% YoY driven by double digit growth in Mankind business, supported by strong growth in BSV specialty
business
Secondary sales3 growth of 12.7% vs 13.0% IPM4 in Q1FY27 – primarily due to
strong performance3 in chronic growth supported by 19.4% in Cardiac and 12.7% in Anti-Diabetes
outperformance3 in Gastro (1.2x), VMN (1.2x), Gynaec (1.05x) led to growth recovery in acute, also recovery seen in anti-infectives (3.6% in Q1FY27
vs -1.1% in Q4FY26)
Strong growth in key focused brands:
outperformance in key acute brands3 like Cefakind-CV (1.2x), Nurokind-LC (1.1x), Pantakind (1.8x), Dydroboon (1.5x) etc in Q1FY27
21% growth in Telmikind family; 30%/31% in Lipirose / Statpure in cardiac during Q1FY273
Glizid brand family grew 29%YoY in Q1FY273
Healthy growth in BSVs key brands3 - Foligraf (39%), Humog (39%) and Anti-D (23%)
Consistently maintained #1 rank over last 9 years with prescription share of 15.2%3
1.FY24 and FY25 P&L items are for continuing operations only and hence FY23 numbers are strictly not comparable || 2. Denotes Reported Number including BSV w.e.f23-Oct-2024 || 3.As per IQVIA Jun 2026 || 4. Ex-Trizepatide
Consistent focus to increase chronic contribution
Overall Chronic Growth
1.4x 1.2x 1.1x2 1.4x2 1.0x2
41.2
40.4
40.0
39.6
38.3 39.0 38.5 38.8 14.7 16.8 15.8
13.5 13.6 13.4
11.9
36.6 10.7
9.7 9.8
35.2
FY24 FY25 FY26 Q1FY26 Q1FY27 FY24 FY25 FY26 Q1FY26 Q1FY27
IPM Chronic Share % Mankind Chronic Share %
IPM Chronic Growth % Mankind Chronic Growth %
Mankind Consolidated Chronic Share
1.1x outperformance to IPM both in Cardiac and Anti-Diabetic2
respectively in Q1FY27
1.3x outperformance to IPM in Respiratory Chronic in Q1FY27
38.3 39.0 40.4 37.0 40.0 36.8 41.2 38.0
34.0 35.4 Consistent outperformance across key portfolio supported by
key strategic launches
23% combined YoY growth in inhaler (Combihale &
Symbicort)
45% YoY growth in Nobeglar (Insulin Glargine)
FY24 FY25 FY26 Q1FY26 Q1FY27
IPM Chronic Share % Mankind Chronic Share %
As per IQVIA JUN-26 || 1. Mankind excluding BSV || 2. Ex-Trizepatide 9
High Ranks across Acute and Chronic Areas FY26 - Sales Mix representing Diversified Therapy Presence
Rank in CVM MS% FY 21-26 CAGR
Key Therapy Areas
(FY26) (FY26)
Mankind1 IPM 2%
Chronic therapies 3 4.3% 14.3% 11.4% Cardiovascular Anti-Infectives
Cardiovascular 4 5.5% 17.3% 11.1% 4% Gynaecology Gastro Intestinal
Anti Diabetic 4 4.5% 12.1% 8.2% 4% Anti Diabetic VMN
Acute therapies 2 5.0% 11.4% 9.6% 11% Respiratory Urology
Anti-Infectives 5 6.0% 12.2% 10.3%
Dermatology Pain / Analgesics
Gynaecology 1 10.3% 23.2% 10.1%
6% Neuro / CNS Others
Gastro Int 6 4.3% 8.7% 10.5% 11%
Respiratory 6 4.5% 13.9% 12.7%
VMN 2 5.1% 7.8% 9.1%
Overall 2 4.7% 12.4% 10.3%
Q1FY27 – Key Therapies Performance
19.4% 19.3%
16.9% 17.3% 16.3%
13.5% 12.7% 12.1% 12.7% 11.1% 13.6% 12.7% 11.3% 10.6%
13.0%2 8.5%
11.1%2
3.6%
Overall Cardio Anti Gynae Gastro Int Anti VMN Respiratory
vascular Infectives Diabetic
IPM Growth Rate % Mankind Growth Rate %
As per IQVIA Jun-26 || 1. Includes BSV from Oct-2024 || 2. Ex-Trizepatide 10
Consumer Healthcare Segment Revenue (INR Cr)
EBITDA % 19.9% 19.0% 18.7%1 18.0% 18.6%
692 706
237 246
FY23 FY24 FY25 FY26 Q1FY26 Q1FY27
Revenue growth of 4% YoY in Q1FY27 partly impacted by base effect of discontinued cash and carry business
Despite softer growth, we gained market share2 in key Brands – Manforce, Preganews and Gas-o-fast
MT & E-Com share increased to 15% in Q1FY27 as compared to 11% in Q1FY26 supported by 38% growth
Healthy growth in secondary sales2 for Gas-o-fast and Ova news of 10% and 36% YoY respectively in Q1FY27
1. Denotes EBITDA adjusted with one time labour code impact, reporte
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