Mankind Pharma Limited — Q1FY27 Earnings Call Summary

MANKIND · Q1FY27 · Filed 04 Aug 2026

Key Takeaways

• Net debt reduced to INR3,377 Cr; net debt/EBITDA at 0.9x; capex at 4.9% of revenue
• Domestic revenue ex-Consumer Healthcare up 11% y-y; chronic share rose to 40%, targeting 50% medium term
• Management cautious on GLP-1 launch due to hypercompetition and price war; focusing on therapy approach
• Consumer Healthcare growth soft at 3.8% due to cash and carry business discontinuation; expecting high single-digit to double-digit growth from Q2
• Q1FY27 revenue increased 13% y-y to INR4,031 Cr; EBITDA margin improved 250 bps to 26.3%
• Gross margin expanded 230 bps y-y to 72.8%; EBITDA margin gain driven by margin expansion and operating leverage
• Chronic portfolio grew 15.8% y-y; acute portfolio recovered to 10.9% growth
• International business grew 29% y-y; BSV segment grew 21% with domestic at 17% and international at 25%
• Effective tax rate rose to 25.4% due to new tax regime; PAT grew 29.1% y-y to INR574 Cr
• Attrition and vacancies normalized after reorganization; prescription leadership sustained at 15.2% share

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.