Mankind Pharma Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Mankind Pharma reported Q1 FY27 revenue of Rs 4,031 crore, up 13% year-on-year, with EBITDA margin expanding 250 basis points to 26.3%. Domestic business excluding Consumer Healthcare grew 11% year-on-year, led by chronic and BSV specialty portfolios, while international business grew 29% and Consumer Healthcare revenue was Rs 246 crore, partly impacted by a discontinued cash and carry business. Management discussed gross margin drivers, working capital trends, GLP-1 launch strategy, and provided updates on BSV, acute and chronic therapy performance across the quarter.
Mankind Pharma reported Q4 FY26 revenue growth of 11.8% year-on-year to Rs 3,443 crores with an adjusted EBITDA margin of 27.1%, while full-year FY26 revenue grew 17.0% to Rs 14,278 crores with a 25.4% adjusted EBITDA margin. Management attributed the quarter's performance to domestic growth of 13.4%, driven by chronic therapy momentum and BSV specialty business traction, while export revenue grew 4% year-on-year due to geopolitical headwinds. Management also detailed cost trends including gross margin expansion, employee cost normalization, and provided commentary on GLP-1 launch strategy and debt repayment plans.