Marksans Pharma , a prominent player in the Indian pharmaceutical sector, has recently outlined an ambitious growth strategy, setting its sights on significant expansion in both the US market and overall revenue.

Strategic Targets

The management of Marksans Pharma has revealed a series of strategic growth objectives:

US Market Focus

The company's emphasis on the US market is evident from its target of achieving a $300.00 million order book within the next couple of years. This ambitious goal underscores Marksans Pharma's commitment to expanding its presence in one of the world's largest pharmaceutical markets.

Long-term Revenue Aspirations

Looking beyond the immediate future, Marksans Pharma has set a long-term revenue target of INR 5,000.00 crores, to be achieved over the next 5-7 years. This goal represents a significant scaling up of the company's operations and market reach.

Profitability Expectations

The management expects to see improvements in profitability, with EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) margins projected to reach 19-20% or higher by Fiscal Year 2026. This target suggests confidence in the company's ability to enhance operational efficiency and maintain strong profit margins.

UK Business Outlook

The company anticipates an improvement in its UK business performance in Q3 FY26 compared to Q2 FY26. This projection indicates ongoing efforts to strengthen its position in the UK pharmaceutical market.

These strategic targets reflect Marksans Pharma's ambitious vision for growth and expansion in key global markets. As the company works towards these goals, investors and industry observers will likely keep a close watch on its progress and performance in the coming years.

Marksans Pharma , a leading pharmaceutical company, has released its financial results for the second quarter ended September 2025, showcasing a mixed performance with revenue growth but margin pressure.

Key Financial Highlights

• Revenue Growth: The company reported a 12% year-on-year increase in revenue, reaching ₹720.00 crore for Q2FY26.
• Profit: Net profit stood at ₹98.20 crore, up 1.5% compared to the same quarter last year.
• EBITDA: The company faced some headwinds as EBITDA declined by 1.7% year-on-year.
• Margin Pressure: Operating margin contracted to 20% from 23% in the previous year.
• Market Reaction: Following the results announcement, Marksans Pharma's shares fell by 4.88%.

Segment-wise Performance

Marksans Pharma's performance varied across different geographical segments:

Management Commentary

Mark Saldanha, Managing Director of Marksans Pharma, commented on the results: "Q2FY26 has been a strong quarter for us, with revenues growing 16% sequentially, driven by robust demand across our key markets. The US region recorded solid growth, demonstrating resilience amid macro challenges, supported by stabilizing tariff conditions, timely order book execution, and meaningful traction from new product launches."

He added, "Our EBITDA and PAT grew 44% and 70% quarter-on-quarter, reflecting the benefits of operating leverage. Looking ahead, we remain optimistic about sustaining this momentum into the second half of the year."

Future Outlook

Despite the margin pressure, Marksans Pharma remains optimistic about its future prospects. The company's strategic focus on the OTC (Over-The-Counter) segment and its strong product pipeline are expected to drive growth. With 79 products in the pipeline for the US market and 128 products awaiting approval in ROW markets, Marksans is well-positioned to capitalize on future opportunities.

The company's recent acquisition of a manufacturing unit in Goa from Teva Pharma is expected to expand its manufacturing capacity, potentially contributing to future growth.

Investors and analysts will be closely watching how Marksans Pharma navigates the challenges of margin pressure while capitalizing on its revenue growth and expansion strategies in the coming quarters.