MANKIND IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| POLYCABPolycab India Ltd. | UNSTATED | 12,850 | 8,395–12,850 | 90.0% | — | FY26 | EST | 75% |
| “Mr. Ostwal also serves as an Independent Director on the boards of Polycab India Limited, Karamtara Engineering Limited, and others M C C Mr. Vivek Kalra Indep…” AR · +1 DOC | ||||||||
| Business | REV SHARE | 10,986 | 10,986–10,986 | 90.0% | — | FY25 | DISC | 90% |
| “Products/services 16) Details of business activities (accounting for 90% of the turnover): S. No. Description of Main activity Description of Business Activity…” AR · +1 DOC | ||||||||
| BANKBARODABank of Baroda | UNSTATED | 2,250 | 1,470–2,250 | 15.8% | — | FY26 | EST | 75% |
| “Land at Paonta Sahib, Himachal Pradesh, was sold by Bank of Baroda in favour of Mankind Life Sciences Private Limited (subsidiary company) amounting to INR 4.6…” AR · +1 DOC | ||||||||
| FY27 | REV SHARE | — | — | 7.0% | CAPEX | FY27 | DISC | 80% |
| “The CAPEX as a percentage of revenue is 4.9% of the total revenue, which is lower than our guidance of 6% to 7% of revenue for FY27.” CONCALL p.8 · 31-OCT-26 · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “However, over the past few years, production, exports and consumption have picked up in middle-income countries such as India, China and Brazil;” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Source: World Health Organisation Indian pharmaceutical exports (% contribution) 47% 19% 34% United States Europe Others USD 30 Bn” AR · +1 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “None of the contracts or arrangement or transactions with any of the Related Parties were in conflict with the interest of your Company.” AR · +1 DOC | ||||||||
| BANKBARODABank of Baroda | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Sirmour, Himachal pradesh 4.63 Jaimurthy Minerals and Chemicals Private Limited No January 01, 2022 The said property was sold by Bank of Baroda in favour of t…” AR DOC | ||||||||
| DRREDDYDr. Reddy's Laboratories Ltd. | UNSTATED | — | — | — | R&D | FY25 | EST | 75% |
| “Takeda – Vonoprazan Partnered with Innovent Biologics to commercialise Sintilimab in India Acquired brands of Panacea Biotec Pharma Limited enabling entry into…” AR DOC | ||||||||
| CHALETChalet Hotels Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “sold its entire stake in Mahananda Spa and Resorts Private Limited (“Mahananda”), a wholly owned subsidiary, to Chalet Hotels Limited.” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The Register of Directors and Key Managerial Personnel of the Company and their shareholding maintained under Section 170 of the Act, the Register of Contracts…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Break up of financial liabilities carried at amortised cost: Particulars As at March 31, 2026 As at March 31, 2025 Borrowings (non current) 2,470.56 5,024.70 L…” AR DOC | ||||||||
| Appointed Date | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Furthermore, pursuant to the Scheme of Arrangement (“Scheme”) for amalgamation of Shree Jee Laboratory Private Limited, JPR Labs Private Limited and Jaspack In…” AR DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “The Hon’ble National Company Law Tribunal, Mumbai Bench vide its order dated 28th March, 2025 has approved the Scheme of Amalgamation under Sections 230 to 232…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “24 Other liabilities Particulars As at March 31, 2025 As at March 31, 2024 Non-current Deferred government grant (refer note 37) 7.18 11.21 7.18 11.21 Current …” AR DOC | ||||||||
| United States | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “(w.e.f. 23.10.2024) Trading of pharmaceutical and health care products Bharat Serums and Vaccines Limited Malaysia 100.00% - 36 BSV Bioscience Gmbh (w.e.f. 23.…” AR DOC | ||||||||
| Joint Commissioner | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Mankind Pharma Limited Annual Report 2024-25 454 455Financial statementsStatutory reportsCorporate overview Notes to the Consolidated Financial Statements for …” AR DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 65% |
| “Revenue from the domestic business, excluding Consumer Healthcare, increased by 11% year- on-year to INR3,180 crores quarter 1 FY27, led by double-digit growth…” CONCALL DOC | ||||||||
| Commissioner | UNSTATED | — | — | — | — | 2026-10 | EST | 65% |
| “As far as the tax demand is concerned, so, we are pleased to inform you that we have received a favorable order from the Commissioner of Appeals.” CONCALL p.11 · 31-OCT-26 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| POLYCABPolycab India Ltd. | UNSTATED | 10,653 | 10,653–10,653 | 100.0% | — | FY26 | EST | 75% |
| “He served as an Independent Director at Oberoi Realty and Intas Pharmaceuticals and serves as an Independent Director on the Board of Mankind Pharma and Karamt…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “Building on partnerships for Insulin Degludec, Insulin Aspart, and Sintilimab, we remain focussed on expanding our in-licensing pipeline from China.” AR DOC | ||||||||
| BIOCONBiocon Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “It has also secured an exclusive distribution agreement to sell Symbicort, one of the most advanced inhalers for asthma in-licensed from AstraZeneca in India, …” AR DOC | ||||||||
| Himachal Pradesh | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “USD) 1,270.90 1,319.26 Energy intensity in terms of physical output (GJ/Million no of Tablets) *** 46.77 47.91# Energy intensity in terms of physical output (G…” AR DOC | ||||||||
| MFSLMax Financial Services Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Mr. Anand serves as an Independent Director at several leading corporates such as Mankind Pharma Limited, Bharat Serums and Vaccines Limited, JK Paper Limited,…” AR p.18 · 31-MAR-26 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “With such major contributions and growing China plus one strategy among large pharmaceutical markets, India is cementing its position as a key global pharmaceu…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “For the year ended March 31, 2024 Opening balance Recognised/ (reversed) in statement of profit and loss for continuing operations Recognised/ (reversed) in ot…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 11-NOV-26 |
| RATINGS | 1/7 | 14% | 14-NOV-26 |
| SCREENER | 1/1 | 100% | 11-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | Polycab India Ltd. share 100% |
| CUST MOM 1M | -3.7% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · Polycab India Ltd. -3.7% w 1 · Bank of Baroda +20.1% w 0 · Dr. Reddy's Laboratories Ltd. +13.2% w 0 · Chalet Hotels Ltd. -2.1% w 0 |
| SUPP MOM 1M | -3.7% | 14-NOV-26 | from 15-OCT-26 · Polycab India Ltd. -3.7% w 1 · Biocon Ltd. +3.4% w 0 · Max Financial Services Ltd. +9.7% w 0 |