Marksans Pharma Limited has informed the Exchange about Investor Presentation
MARKSANS · price
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Marksans Pharma reported FY25 operating revenue of ₹2,623 cr, up 20.5% YoY, with EBITDA of ₹529 cr (+15.3%) and PAT of ₹383 cr (+21.5%). Q4 FY25 revenue grew 26.5% YoY to ₹708 cr, though EBITDA margin contracted 183 bps to 17.8% due to higher employee, freight, and R&D costs. The US market was the key growth driver with 35% YoY revenue increase, and the OTC segment crossed ₹2,000 cr in revenue for the first time. The company has a strong cash position of ₹704 cr, generated ₹207 cr in cash from operations, and incurred ₹173 cr in capex. Management has guided to reach ₹3,000 cr revenue in the next 2 years, double US store-brand OTC revenue, and move to top 3 in the UK market.
Record-high revenue and PAT growth are positive, but the Q4 EBITDA margin compression of nearly 200 bps is a concern that could weigh on near-term sentiment. The strong cash balance, multi-year growth targets, and active M&A pipeline in Europe provide a supportive medium-term outlook for shareholders.