Marksans Pharma Limited Press Release on Q4 FY26 Results
MARKSANS · price
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Marksans Pharma reported its highest-ever financial performance in FY26 with total income of ₹3,033 crore (up 12.8% YoY), EBITDA of ₹601 crore (20.4% margin), and PAT of ₹420 crore. The company successfully delivered on its ₹3,000 crore revenue guidance. Q4 showed particularly strong momentum with revenue up 23.1% YoY to ₹891 crore and PAT jumping 64.3% to ₹149 crore. US business remains the largest segment at ₹1,533 crore (52% of revenue), growing 2.4x from FY22 with 112 new SKUs launched. UK delivered its highest-ever quarterly revenue in Q4, recovering from earlier weakness. Australia/New Zealand more than doubled sequentially with new Rx branded launches. The company ended FY26 with ₹990 crore cash, is net cash positive, and the major capex cycle is nearly complete. Management flagged monitoring 'emerging input cost pressures' for the year ahead.
Strong all-round execution with record revenue and profitability. Net margin declined 38 bps YoY to 13.8% despite EBITDA margin improvement, suggesting cost pressures. The healthy cash position and near-complete capex cycle provide flexibility for growth investments or shareholder returns. The flagged input cost monitoring could weigh on near-term margin expectations.