{"id":133596,"date":"2022-08-30T10:16:19","date_gmt":"2022-08-30T14:16:19","guid":{"rendered":"https:\/\/44.250.171.167\/?p=133596"},"modified":"2022-10-06T04:44:11","modified_gmt":"2022-10-06T08:44:11","slug":"marksans-pharma-limited-q1-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/marksans-pharma-limited-q1-fy23-earnings-conference-call-insights\/","title":{"rendered":"Marksans Pharma Limited Q1 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Marksans Pharma Limited Q1 FY23 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/9PAJ7vTTG5E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Marksans Pharma Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/MARKSANS\/\">MARKSANS<\/a>) Q1 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>MARKSANS said it aims to increase its R&amp;D spend to 4-5% of sales over the coming years. The company also plans to expand its capacities over the next 12-18 months which would help expand margins in the near future.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Manoj Jacob asked if the increase in turnover YonY is due to the additional capacity in the Goa plant and what\u2019s the turnover outlook. Mark Saldanha MD replied that the increase in sales is proportionate to the capacity. Also, the company expects to maintain this trend for the current year. The company also has plans to increase capacity further in the next 12-18 months.<\/li>\n<\/ul>\n<ul>\n<li>Manoj Jacob also enquired when the company expects the API to come online. Mark Saldanha MD answered that API is expected a bit longer than initially planned. MARKSANS expects to file at least 2 DMFs in CY22 and 3 in FY23.<\/li>\n<\/ul>\n<ul>\n<li>Yokesh Tiwari of Arihant Capital asked about the pricing environment in the US currently. \u00a0Mark Saldanha MD answered that it\u2019s showing a bit of a moderation. Now with raw material prices tapering down, it won\u2019t go back to the old number two years back. However said, challenges remain in the US.<\/li>\n<\/ul>\n<ul>\n<li>Yokesh Tiwari of Arihant Capital enquired if any consolidation is happening in the oral solids in the US due to the challenging environment. Mark Saldanha MD said that consolidation is not happening from the company standpoint. However, consolidation is happening in the distribution channel that\u2019s impacting the demand and supply situation.<\/li>\n<\/ul>\n<ul>\n<li>Prerit Choudhary from Green Portfolio asked about the reason for fall in revenue QonQ in Australia and New Zeland. Jitendra Sharma CFO answered that last quarter, there was bit of incremental demand on pain management in Australia on account of COVID fair up. But from 1Q23, it\u2019s stabilizing.<\/li>\n<\/ul>\n<ul>\n<li>Prerit Choudhary from Green Portfolio asked about the current growth plans and timelines. Mark Saldanha MD replied that acquisition and M&amp;As are very unpredictable. MARKSANS is focusing on expanding geographies and footprints. Presently there is nothing much to say about acquisitions.<\/li>\n<\/ul>\n<ul>\n<li>Sachin Kasera\u00a0 with Svan Investment asked about the timeframe of increase in R&amp;D spend from 2% to 4-5%. Mark Saldanha MD answered that the spend is going to gradually increase in the next two years. MARKSANS is planning to invest into more complex molecules.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Marksans Pharma Limited (MARKSANS) Q1 FY23 Earnings Concall Management Update: MARKSANS said it aims to increase its R&amp;D spend to 4-5% of sales over the coming years. The company also plans to expand its capacities over the next 12-18 months which would help expand margins in the near future. Q&amp;A Highlights: Manoj [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"Marksans Pharma Limited Q1 FY23 Earnings Conference Call Insights #MARKSANS #Q1 #FY23 #Earnings","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5747],"tags":[1115],"class_list":["post-133596","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-healthcare-stocks","tag-pharmaceuticals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":138022,"url":"https:\/\/alphastreet.com\/india\/marksans-pharma-limited-q2-fy23-earnings-conference-call-insights\/","url_meta":{"origin":133596,"position":0},"title":"Marksans Pharma Limited Q2 FY23 Earnings Conference Call Insights","author":"Praveen","date":"November 25, 2022","format":false,"excerpt":"Key highlights from Marksans Pharma Limited (MARKSANS) Q2 FY23 Earnings Concall Q&A Highlights: [00:12:45] Madhav Shastri asked about the new acquisition made of Teva Pharma, and the expected capex on the facility. Mark Saldanha MD clarified that the amount the company plans to spend including the acquisition cost and capex\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130765,"url":"https:\/\/alphastreet.com\/india\/marksans-pharma-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":133596,"position":1},"title":"Marksans Pharma Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 23, 2022","format":false,"excerpt":"Key highlights from Marksans Pharma Limited (MARKSANS) Q4 FY22 Earnings Concall \u00a0 Q&A Highlights: Vijay Nahar - Individual Investor - Analyst Challenges affecting cost and what costs were passed on to the consumers? Mark Saldanha - Managing Director The challenge was China lockdown. Had cascading impact on all input cost\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":141872,"url":"https:\/\/alphastreet.com\/india\/marksans-pharma-limited-q3-fy23-earnings-conference-call-insights\/","url_meta":{"origin":133596,"position":2},"title":"Marksans Pharma Limited Q3 FY23 Earnings Conference Call Insights","author":"Praveen","date":"February 15, 2023","format":false,"excerpt":"Key highlights from Marksans Pharma Limited (MARKSANS) Q3 FY23 Earnings Concall Q&A Highlights: [00:08:54] Riddhesh Gandhi from Discovery Capital asked why there is revenue growth despite high single-digit price decreases. 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This is\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":156124,"url":"https:\/\/alphastreet.com\/india\/marksans-pharma-limited-q2-fy24-earnings-conference-call-insights\/","url_meta":{"origin":133596,"position":3},"title":"Marksans Pharma Limited Q2 FY24 Earnings Conference Call Insights","author":"Praveen","date":"November 13, 2023","format":false,"excerpt":"Key highlights from Marksans Pharma Limited (MARKSANS) Q2 FY24 Earnings Concall Financial Performance Revenues grew 17% year-on-year to INR531 crores in Q2 FY'24. 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