BSECompany Update12 Aug 2026 · 12 Aug 2026, 12:30 pm

Investor Presentation Q1 FY 27

Marksans Pharma Ltd · 524404

✦ AI Summary▲ PositiveResults

Marksans Pharma Ltd has announced its Q1 FY 27 financial results, with revenue growing 35.6% YoY to ₹841 cr, EBITDA increasing 112.8% to ₹213 cr, and PAT rising 173.9% to ₹159.4 cr. The company has also reported an all-time high quarterly EBITDA of ₹213 crore and PAT of ₹159 crore. The UK & Europe segment delivered its highest-ever quarterly revenue of ₹356 crore, growing 74.7% YoY.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Marksans Pharma Ltd - 524404 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

f4d58726-b6a1-42c7-b3e2-906318cb06eb.pdf

pdf

Download →
View document text
Date: August 12, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relation Department Listing Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Bandra-Kurla Complex, Mumbai - 400001. Bandra (East), Mumbai - 400051. Scrip Code: 524404 Symbol: MARKSANS Sub: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 read with Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, kindly find enclosed herewith the investor presentation for Q1FY27. We request you to take the aforesaid on record. Thanking You. Yours faithfully, For Marksans Pharma Limited Harshavardhan Panigrahi Company Secretary Encl: As above Marksans Pharma Ltd. 11th Floor, "GRANDEUR", Opp. Gundecha Symphony, Veera Desai Extension Road, Oshiwara, Andheri (W), Mumbai - 400 053 Tel.: +91 22 4001 2000 E-mail: companysecretary@marksanspharma.com www.marksanspharma.com Earnings Presentation Q1 FY27 12th August 2026 BSE: 524404 | NSE: MARKSANS | ISIN: INE750C01026 ©2026 – Marksans Pharma Ltd., All Rights Reserved www.marksanspharma.com Safe Harbor This presentation has been prepared by Marksans Pharma Limited (the “Company”) solely for informational purposes. The information contained herein is not intended to be comprehensive and should not be relied upon as the sole basis for any investment or business decision. This presentation may contain forward-looking statements, including, but not limited to, statements regarding the Company’s business strategies, operations, financial condition, and future performance. These forward-looking statements are based on current expectations, assumptions, and estimates, and are subject to known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to differ materially from those expressed or implied. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. www.marksanspharma.com Page 2 Q1FY27 Financial Business Highlights 01 Q1FY27 Financial & Business Highlights 04 02 Q1FY27 Geographical Highlights 11 Marksans Pharma at a Glance 03 Marksans Pharma at a Glance 18 Table of Marksans’ Journey 04 Marksans’ Journey 24 Contents Strategic Initiatives 05 Strategic Initiatives 30 Sustainability at Marksans 06 Sustainability at Marksans 39 Annexure 07 Annexure 47 www.marksanspharma.com Page 3 Q1FY27 Financial & Business Highlights www.marksanspharma.com Page 4 Management Commentary “Q1FY27 has been a strong start to the year, with an all-time high quarterly EBITDA of ₹213 crore and PAT of ₹159 crore, reflecting the strength of our underlying business and our continued focus on profitable growth. Mark Saldanha UK & Europe delivered their highest-ever quarterly revenue of ₹356 crore, growing 74.7% YoY. More MANAGING DIRECTOR AND CEO importantly, Europe is emerging as a significant new growth engine for the Group, with the acquisition of QliniQ and the establishment of our front-end presence across the region. QliniQ contributed ₹44 crore in Q1FY27, marking an important first step in our European expansion. We also crossed ₹1,000 crore in cash balance for the first time, closing the quarter at ₹1,058 crore, despite the recent acquisitions of QliniQ and ABCnow. This provides us with the financial strength and flexibility to continue investing in organic growth while pursuing calibrated inorganic opportunities. Looking ahead, our focus is clear: to carry this momentum forward, scale our businesses across geographies, accelerate new launches and further strengthen our European platform. We believe the combination of broad-based growth, expanding margins and a strong balance sheet positions Marksans well for the next phase of sustainable growth.” Q1FY27 Key metrics Revenue EBITDA EBITDA Margin PAT ₹ 841 cr ₹ 213 cr 25.3% ₹ 159 cr Page 5 +35.6% +112.8% +919 bps +173.9% Q1FY26 ₹ 620cr Q1FY26 ₹ 100 cr Q1FY26 16.1% Q1FY26 ₹ 58 cr www.marksanspharma.com Page 5 Financial Highlights Q1FY27 – YoY Performance Q1FY27 Q1FY26 YoY Growth YoY Performance Revenue grew 35.6% YoY, with UK & Europe contributing Revenue ₹ 840.8 cr ₹ 620.0 cr 35.6% ₹152 cr, or 69% of the ₹221 cr increase. The US and ANZ contributed ₹50 cr and ₹31 cr, respectively, partly offset by a ₹12 cr decline in RoW. Excluding ₹44 cr contribution from QlinIQ, underlying revenue growth remained strong at 28.5% YoY Gross Profit ₹ 497.3 cr ₹ 358.2 cr 38.9% Gross profit rose ₹139 cr, up 38.9%, ahead of 35.6% Gross Margin 59.1% 57.8% revenue growth, with gross margin expanding 138 bps to 59.1% on product mix and lower-cost materials. EBITDA margin expanded 919 bps to 25.3%: 138 bps EBITDA ₹ 213.0 cr ₹ 100.1 cr 112.8% from gross margin and 781 bps from operating EBITDA Margin 25.3% 16.1% leverage, as costs below gross profit grew 10.2% against 35.6% revenue growth. PAT rose ₹101 cr to ₹159.4 cr, driven primarily by Net Profit ₹ 159.4 cr ₹ 58.2 cr EBITDA growth of ₹113 cr, with a lower effective tax rate 173.9% Net Margin 18.4% 9.3% of 22.8%. www.marksanspharma.com Note: Net Income Margin = Net profit / Total Income (Revenue from operations + Other Income) Page 6 Financial Highlights Q1FY27 – QoQ Performance Q1FY27 Q4FY26 QoQ Growth QoQ Performance • Revenue was broadly stable QoQ. Continued Revenue ₹ 840.8 cr ₹ 856.1 cr -1.8% momentum in the UK & Europe added ₹48 crore sequentially, which was offset by seasonal softness in Australia & New Zealand and the US regions. • Gross profit improved by ₹32 crore despite lower Gross Profit ₹ 497.3 cr ₹ 465.5 cr 6.8% revenue, supported by a stronger product mix and Gross Margin 59.1% 54.4% lower-cost materials, resulting in a 478 bps QoQ expansion in gross margin • EBITDA margin expanded by 251 bps QoQ to EBITDA ₹ 213.0 cr ₹ 195.4 cr 25.3%, driven by gross margin expansion, while 9.0% EBITDA Margin 25.3% 22.8% absorbing the Q1 cost step-up. • PAT increased by ₹10 crore QoQ, supported by Net Profit ₹ 159.4 cr ₹ 149.0 cr higher EBITDA and a lower tax rate, partly offset by 7.0% Net Margin 18.4% 16.7% lower other income. www.marksanspharma.com Note: Net Income Margin = Net profit / Total Income (Revenue from operations + Other Income) Page 7 Financial & Other Highlights – Q1FY27 US & North America UK & Europe Australia & New Zealand Rest of World Revenue by geography ₹377 cr ₹356 cr ₹88 cr ₹20 cr +15.1% YoY +74.7% YoY +53.7% YoY -36.8% YoY Strong cash generation ₹185 cr ₹33 cr Operating cash flow of and free cash Net capex of , with working capital cycle at ~132 flow of ₹152 cr days, improved from ~159 days in Q1FY26 Balance sheet strength to fund Cash balance of ₹1,058 cr growth up from ₹711 cr in Q1FY26 · net cash of ₹1,031 cr Europe front-end established Strategic progress in the quarter QliniQ B.V. and ABCnow GmbH acquisitions completed; India Ratings outlook revised to Positive; R&D at ₹23.2 cr, 2.8% of revenue www.marksanspharma.com Page 8 New Corporate Organogram MARKSANS PHARMA LIMITED India · BSE: 524404 | NSE: MARKSANS | Listed parent US UK EUROPE AUSTRALIA & NZ UAE CANADA NEW NEW Marksans Pharma Inc. Marksans Pharma UK Ltd Marksans Pharma (Europe) Ltd Nova Pharmaceuticals Australasia Access Healthcare for Medical Marksans (Canada) Inc. 100% · Intermediate holding 100% · Intermediate holding Ireland · 100% Pty Ltd Products L.L.C. Incorporated · 100% Acquired 2005 · 60% Acquired 2022 · 100% Marksans Pharma GmbH Time-Cap Laboratories Inc. Bell, Sons & Co. (Druggists) Germany · Incorporated · 100% Acquired 2015 · 100% Ltd Acquired 2008 · 100% NEW ABCnow GmbH [Marise Ann Inc Relonchem Ltd Germany · Acquired · 100% 100% Acquired 2008 · 100% QliniQ B.V. Netherlands · Acquired · 100% Marksans Pharma GmbH and Marksans Pharma (Europe) Ltd. — Marksans (Canada) Inc. — Canada QliniQ B.V. — Netherlands ABCnow GmbH — Germany Ireland New entity incorporated; product fili [Showing first 8,000 characters — download PDF for full document]