MANKINDBSEMankind Pharma LtdHighNeutral
Announced Tue, 19 May · 20:06 IST

Press Release for Q4FY26 & FY26

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

MANKIND · price

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AI summary

Mankind Pharma reported Q4FY26 revenue of INR 3,443 Cr, up 11.8% YoY, with adjusted EBITDA margin at 27.1% — a 400 bps improvement YoY. PAT margin expanded to 16.2% and diluted EPS jumped 30.3% to INR 13.4. For the full year FY26, revenue grew 17% to INR 14,278 Cr, though adjusted EBITDA margin contracted 50 bps to 25.4% and diluted EPS fell 5.7% to INR 46.3 due to one-time labour code and non-recurring costs. Domestic business (ex-CH) grew ~13%, with cardiac up 14.7% and anti-diabetes up 11.6%. Consumer healthcare grew 20%, while exports grew 34.5% for FY26. BSV specialty brands showed strong growth across Foligraf, HMG, and Ossopan.

Likely market impact

Q4 showed strong margin recovery and profitability gains, but full-year EPS declined. The mixed margin picture (400 bps expansion in Q4 vs 50 bps contraction for FY26) suggests cost normalization challenges. Revenue momentum remains robust across domestic chronic therapies and consumer health.