Q2-FY26 · Mark Nova
The uncertainty has diluted to a great level because the current administration has made it clear that pharma tariffs are not going to come on pharmaceutical products.
MARKSANS / language trends
Read confidence between the lines.
Marksans Pharma · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · Mark Nova
We are still targeting 300 million order book in a couple of years... as in by FY28. Yeah, we hope.
Q2-FY26 · Mark Nova
It's a very reasonable and fair assumption [EBITDA margins] may be slightly better but north of 20%... from a safe point of view 19 to 20% is very reasonable.
Q3-FY26 · Mark Salunke
Our next milestone is 4,000 crores so we are working towards that and then once we cross that then we can talk about the next 5,000 odd crores so we are we are on track where that is concerned and that should be ideally two to three years.
Q3-FY26 · Mark Salunke
These gross margins... obviously they've just launched a couple of them right now so it has to take shape... the profitability and the margins are much better on the products that we are launching. It is not so much from a value topline point of view. It's more from a bottom line point of view.
Q3-FY26 · Mark Salunke
2026 will be a turning point where that is concerned. We are quite hopeful that 2026 we may see couple of M&As happening out there in Europe.
Q4-FY26 · Mark Saldanha
We crossed 3,000 crores in net income for the first time and delivered our highest ever profitability. More importantly, we strengthen the quality of business through geographical diversification, portfolio expansion, improved margins and strong cash generation.
Q4-FY26 · Jagdish Kumar
EBITDA for the period was rupees 601 crores with the EBITDA margin at 20.4%. Profit after tax was at rupees 420 crores. EPS for FY26 was rupees 9.22.
Q4-FY26 · Mark Saldanha
We are witnessing raw materials which directly or indirectly have petroleum related ingredients involved in that. So we are seeing a price escalation of 20 to 30% on these raw materials.