Mankind Pharma Confident GLP-1 Won't Dent Anti-Diabetic Portfolio Growth
Mankind Pharma Ltd. remains confident that the rise of GLP-1 therapies will not materially impact its anti-diabetic portfolio, highlighting continued strength across both acute and chronic segments.
Speaking during the company's earnings call, Chief Executive Officer and Whole-Time Director Sheetal Arora emphasised that chronic therapies maintained their momentum in the latest quarter, led by 1.5 times growth in both cardiology and anti-diabetes.
"So if you see the overall anti-diabetes space, there are different categories of ACVs where these molecules are still steady. So Mankind, as you know, has been strong in most of the specialties," Arora said, pointing to the company's solid positioning across therapy areas.
He added that even if shifts occur within the anti-diabetes segment such as therapies moving from the top to the bottom of the market pyramid, Mankind expects to remain stable at the base of the segment. "I don't think there will be a significant impact in terms of overall business volume in anti-diabetic," Arora noted.
Addressing concerns about the impact of GLP-1 generaliation on existing products, he reiterated that Mankind's mature brands continue to do well and retain their place in the market. "We have seen traditionally also that the old molecules don't go away... So even if suppose something comes up, we will be maintaining our position in the older segment," he said.
Overall, the company expects its established anti-diabetic therapies to continue contributing meaningfully to its performance despite the evolving market landscape.
Mankind Pharma Q1 FY26 Highlights (Consolidated, YoY)
Revenue up 24.5% to Rs 3,570 crore versus Rs 2,868 crore.
Net profit down 18.3% to Rs 438 crore versus Rs 536 crore.
Ebitda up 26.1% to Rs 847 crore versus Rs 671.56 crore.
Margin at 23.7% versus 23.4%.
The board of Mankind Pharma approved the payment of an interim dividend of Re 1 at a face value of Re 1 each for the fiscal 2026.
-
High US Salaries, No Green Card Certainty: The Financial Calculation Facing Indian H-1B Families
The suspension of PERM processing at eight technology employers does not cancel existing H-1B visas. What it does is force a question many Indian families have been avoiding: is the US salary worth tying your career and family plans to one employer?
-
Swiggy vs Eternal: Food Delivery's Two Rivals Are No Longer In The Same Race
Eternal is building a private AI assistant, dark.ai. Swiggy is still working out how to make Instamart pay, with an operating loss of Rs 895 crore in the July-September quarter while Blinkit stayed profitable.
-
Where You Live Shapes How You Get To Work | The Reason Why
Two-wheelers are the most popular way to get to work in India, accounting for nearly 43% of workplace commutes.
-
Unhedged Position: Can India See An Indonesia-Style Time Correction?
The Nifty is trading below levels it first clocked in 2024. Is there, then, as I have suggested in the headline, potential that the current time correction drags on painfully for the next three-five, even ten years?
-
Navigating Friction And Energy Realities: An Analysis Of Marco Rubio's October Visit To India
Occurring at a critical juncture marked by stalled trade negotiations and escalating geopolitical pressures over global energy supplies, the visit offers a profound window into modern US-India relations.
-
India Exports Capital. Why Not Export Trusteeship?
The big question, then, is whether India can build an institution that global borrowers, investors, banks, and lawyers can trust, even without an Indian connection.
-
France's Economy & Politics Are In Crisis | The Reason Why
Let's look at how the French economy and politics evolved under Nicolas Sarkozy, Franois Hollande and Emmanuel Macron.
-
You May Inherit The Business. You Must Earn Its Credibility.
Succession tests the founder's ability to share authority as much as it tests the next generation's readiness to assume it.
-
Signing Deals Is One Thing; Making Them Work Is Another | The Week In Whys
Sometimes, things don't turn out as planned. Indian companies have lost some bids to rivals, some projects won't produce until 2030.
-
FOMC Wall, PERM Suspension, Hospital Stocks | Talking Points This Week
A PERM suspension would directly affect green-card sponsorship rather than H-1B visas, so the near-term earnings impact could remain relatively limited. The key question is whether this marks a new phase in US scrutiny of Indian IT.
