Latest news with #MarksansPharmaLtd
Business Upturn
2 days ago
- Business
- Business Upturn
Marksans Pharma shares jump 3% after large block deal worth Rs 257 crore
By Aditya Bhagchandani Published on June 11, 2025, 09:28 IST Shares of Marksans Pharma Ltd climbed 2.92% to ₹257.25 in early trade on Wednesday, June 11, following a significant block deal executed in Tuesday's session. According to exchange data, around 1.02 crore shares changed hands at an average price of ₹249.95 per share, amounting to a transaction value of approximately ₹257 crore. Marksans Pharma Block Deal: Over 1 crore shares worth Rs 257 crore change hands at Rs 249.95 per share While the names of the buyers and sellers remain undisclosed, CNBC-TV18 had earlier reported that global healthcare investment firm OrbiMed Asia IV Mauritius FVCI Ltd was planning to offload up to 2.27% stake in the company via block deals. The anticipated deal size was estimated at ₹256.8 crore. OrbiMed held a 10.88% stake in Marksans Pharma as per the March 2025 quarter shareholding pattern. The stock is drawing attention from market participants following the development, with trading volumes above average. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Aditya Bhagchandani serves as the Senior Editor and Writer at Business Upturn, where he leads coverage across the Business, Finance, Corporate, and Stock Market segments. With a keen eye for detail and a commitment to journalistic integrity, he not only contributes insightful articles but also oversees editorial direction for the reporting team.
Yahoo
21-05-2025
- Business
- Yahoo
Marksans Pharma Ltd (BOM:524404) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic ...
Release Date: May 20, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Marksans Pharma Ltd (BOM:524404) achieved an all-time high in both revenue and profit, with operating revenue increasing by approximately 21% year on year. The US market was a significant growth driver, experiencing a 35% increase in revenue year on year. The OTC segment reached a record high revenue, crossing the 2000 crore mark, demonstrating successful expansion of the OTC product pipeline. The company commercialized 58 SKUs and has about 79 more products in the pipeline, indicating strong future growth potential. Marksans Pharma Ltd (BOM:524404) remains debt-free, with a cash balance of INR7,004 crore as of March 31, 2025, enhancing its financial stability. The fourth quarter experienced a slower cough and cold season, impacting RX product sales. There was a decline in EBITDA margin by 183 basis points due to increased employee and R&D expenses. The company faced high freight costs in the first two quarters, which affected overall profitability. Working capital days increased, leading to lower operating cash generation. Uncertainty around US tariffs poses a potential risk to future profitability and market dynamics. Warning! GuruFocus has detected 2 Warning Signs with BOM:524404. Q: What is the current utilization of the PR facility, and how do you see it trending in FY26? Also, is peak hiring behind us? A: We are close to peak hiring, with only marginal additional hiring expected. The facility is currently trending at 400 crores, which is half of the targeted 800 crores. We expect to reach 50-60% capacity utilization in the next six months. (Respondent: CEO) Q: Can you provide guidance on R&D costs, and how do you see them normalizing in the future? A: R&D spending should be viewed annually rather than quarterly. Last year, R&D expenses were 2.21% of revenue. We expect future R&D expenditure to remain between 1.9% to 2% annually. (Respondent: CFO) Q: How do you see the impact of US tariffs on your business, and is there any pre-buying in anticipation of tariffs? A: There is no pre-buying in Q1. The impact of US tariffs is uncertain, but we expect any tariffs to be nominal. If tariffs are implemented, costs will likely be passed on to consumers. (Respondent: CEO) Q: Are you on track to achieve the target of 3,000 crore revenue in FY26? A: Yes, we are optimistic and on track to achieve the 3,000 crore revenue target, with a projected growth rate of 17% for FY26. (Respondent: CEO) Q: What is the expected CapEx for FY26, and how will it be utilized? A: CapEx for FY26 is expected to be between $8 to $10 million, which will be used for nominal expansions and de-bottlenecking to optimize capacity. (Respondent: CFO) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
