MARKSANS.NSE

Marksans Pharma Ltd .

In this briefing: IZOZF: Initiating Coverage: Breakthrough Technology for Breast Cancer Screening Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential GENOVA (9341 JP): 1H FY03/26 flash update 1. IZOZF: Initiating Coverage: Breakthrough Technology for Breast Cancer Screening Izotropic is a medical device company that has developed an innovative machine that will allow for women to have more accurate and comfortable screenings for breast cancer. For years, women with dense breasts have had cancers missed or have had to undergo additional, expensive tests. With the Izotropic machine, costs for insurance companies will go down, accuracy will be greatly increased, and comfort will improve. 2. Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Strong Revenue Growth Driven by Hospitals Segment: The Fortis Hospitals segment posted revenue of Rs 2,331 Cr, up 17.3% YoY and 7.6% QoQ, driven by the Hospital segment, which has reported 19.3% YoY growth, along with moderate growth in the Diagnostic Arm.

In this briefing: Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential GENOVA (9341 JP): 1H FY03/26 flash update Pfizer and Novo Nordisk’s $10bn battle over weight-loss drugs 1. Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Strong Revenue Growth Driven by Hospitals Segment: The Fortis Hospitals segment posted revenue of Rs 2,331 Cr, up 17.3% YoY and 7.6% QoQ, driven by the Hospital segment, which has reported 19.3% YoY growth, along with moderate growth in the Diagnostic Arm. Stable ARPOB and Occupancy: ARPOB stood at Rs 68,800, marking a 5.9% YoY increase, while occupancy rose to 71% (up 100 bps QoQ), supported by a 13% YoY growth in occupied bed days. EBITDA margin expanded to 23.9%, up 200 bps YoY and 120 bps QoQ. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: RITES Ltd - Strong Orderbook to Drive Growth Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth Telecom Industry Snapshot- September 2025: Jio and Airtel Drive Data-Led Growth UPI’s Next Act: How Credit Lines Could Reshape India’s Retail Lending Landscape The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential 1. RITES Ltd - Strong Orderbook to Drive Growth Strong Order Book: In Q2FY26, the company secured over 150 new orders worth Rs 851 Cr, taking the total order book to Rs 9,090 Cr and ensuring strong revenue visibility for the next 2–2.5 years. Notably, 34% of the order book comprises the high-margin consultancy segment, underscoring its profitability profile. Backed by a robust pipeline and increasing opportunities across the infrastructure space, the company remains well-positioned to deliver sustainable long-term growth. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: BMP [BUY +20.3%] - 2026F Earnings to Hit New Record High on Weak Input Costs GAS [BUY +25.0%] - Strong Volume Recovery to Boost 2026 Core NPAT KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential 1. BMP [BUY +20.3%] - 2026F Earnings to Hit New Record High on Weak Input Costs We upgrade our rating for BMP to BUY from OUTPERFORM and raise our target price (TP) by 24% to VND192,500/share. The share price has risen 14% over the past two months. Our higher TP is due to (1) rolling our TP forward to end-2026 and (2) raising our 2026-30F NPAT-MI forecasts by ~20% each year. The higher earnings forecast is mainly driven by our higher GPM forecasts of ~3.5 percentage points each year during this period, respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.