This week: track pharma exports with USFDA shipment data (see Marksans Pharma’s 69% YoY growth), review our instant analysis of Lenskart’s DRHP and stay ahead this earnings season with Thurro Conference Call Intelligence (CCI).

Thurro’s pharmaceutical shipments dataset, sourced from the USFDA, offers a clear window into India’s export performance to the US. It enables users to analyse company-level trends, track market shifts, and spot high-growth players in real time.

By studying this data, investors and industry watchers can uncover emerging opportunities and shifts in product demand within the US market.

Take Marksans Pharma as an example — a mid-sized player with revenues of ₹2,622 crore in FY25, of which 39.3% came from the US.

Thurro’s shipment data shows:
→ 69% YoY growth in US shipments over the past year
→ 38% average annual growth over the last five years

These figures highlight Marksans Pharma’s expanding US footprint  and demonstrate how Thurro’s data can help track company performance and sector momentum with precision.

Marksans Pharma, no. of shipments to US (Sep’ 20 – Sep ‘25), Thurro Alt Data

A closer look at the company’s US export portfolio shows that it is largely concentrated in pain management and anti-inflammatory medications, with Ibuprofen and Acetaminophen ranking among the top exported products after the ‘Others’ category.

Marksans Pharma product mix of US exports (Sep ‘24 – Sep ‘25), Thurro Alt Data

All our drugs and pharmaceuticals charts are available in the Alt Data section. Thurro Answers subscribers will also be able to set daily and weekly update alerts for all charts.

As the Lenskart IPO gets ready to open tomorrow, we ran a review of its 760-page DRHP on Thurro Answers in minutes. 

It was not just the 32.5% revenue CAGR that stood out, it was how that growth was achieved:

Key insights:
→Rapid store payback: New stores recovered costs in just 10.29 months (FY23–24 avg)
→High productivity: ₹23,492 revenue per sq. ft., leading among large organized retailers
→Growth + deleveraging: Borrowings down from ₹9.17B to ₹3.45B, while fixed assets doubled since FY23
→Concentration risk: Core operations clustered in Gurugram/Bhiwadi

This analysis was generated using our automated workflow tools, Thurro Tasks and Templates(using the DRHP analysis template).

Earnings season is in full swing.
We wanted to remind you that you have access to our Thurro CCI feature, perfect for tracking key calls.

With your CCI access, you can:
→ Join live calls directly 
→ Access audio, full transcripts, and AI summaries shortly after

Put it to use: Set 10-minute reminder alerts for today’s upcoming conference calls. Access the full list in Thurro Answers
(Tools → Conference Call Intelligence → Upcoming)

Should you have any questions or wish to schedule a brief demo of Thurro Answers, please reply to this email.

Best regards,
Team Thurro