Q1 2026 Marksans Pharma Ltd Earnings Call Transcript
Key Points
- Marksans Pharma Ltd (BOM:524404) reported a 5% year-on-year increase in operating revenues, reaching INR620 crore.
- Revenue from the US and North America markets grew by 30.6% year-on-year, driven by new product launches in the digestives and pain management segments.
- The company successfully launched four high-margin liquid products in the UK, aiming to strengthen its portfolio against pricing pressures.
- Marksans Pharma Ltd (BOM:524404) received three regulatory approvals from the US FDA and UK MHRA, enhancing its product pipeline.
- The new facility in Goa is structurally near ready, focusing on enhancing operational efficiencies and scaling capacity for multi-dosage manufacturing.
- The quarter was seasonally soft, with a significant impact from higher single-digit price erosion in the UK market.
- Profitability was affected by nonrecurring factors such as integration-related expenses, a one-time provision in the emerging market division, and foreign exchange volatility.
- The working capital cycle was impacted, standing at 159 days due to accelerated shipments to the US ahead of anticipated tariff implications.
- EBITDA margin decreased by 560 basis points to 16.1% due to increased employee expenses and a one-time expected credit loss provision.
- Profit after tax decreased by 34.7% year-on-year, influenced by EBITDA impact and a mark-to-market forex loss.
Ladies and gentlemen, good day, and welcome to the Marksans Pharma Q1 FY26 earnings conference call hosted by DAM Capital Advisors Limited. (Operator Instructions) Please note this conference is being recorded.
I now hand the conference over to Mr. Nitin Agarwal from DAM Capital Advisors Limited. Thank you, and over to you, sir.
Alright thank you. Good afternoon everyone, and a very warm welcome to Markson's Pharma Q1 F 26 earnings call hosted by Dam Capital Advisors Limited.
On the call today, we have representing Markson's farmer management, Mr. Mark Saldana, founder, Chairman and managing director, and Mr. Jitendra Sharma, Chief Financial Officer. I'll hand over the call to the management team to make the opening comments and they'll open the floor for questions. Please go ahead, Mark.
Thank you, Nathan. Welcome, everyone, and thank you for joining us for our
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