ALFA Finder| Revenue growth | Highest Q1 revenue; Consolidated revenue grew 2.3% YoY. |
|---|---|
| Margins | EBITDA margin at 16.7%; PAT margin at 11.1%. |
| Demand visibility | Strong uptake in chronic therapies and U.S. respiratory market. |
Growth
One India revenue grew 12% YoY to INR 3,452 Cr. North America recorded $162 Mn revenue.
Outlook
Focus on chronic therapy expansion in India and ramping up gVentolin supply in the U.S. market.
Risks
EBITDA and PAT margins saw a YoY contraction from 25.6% to 16.7% and 18.7% to 11.1% respectively.
Last quarter's promises, checked
Delivered
- Guided 17 new launches in Trade Generics → Launched gVentolin, Yurpeak, and others (= BEAT)
- Guided India chronic mix at 60% → Delivered 60.4% (= BEAT)
- Guided US gVentolin launch in Q1 → Delivered Q1 launch (= BEAT)
Partly delivered
- Guided double-digit India growth → Delivered 12% (= PARTIAL)
Missed
- Guided FY27 EBITDA margin 18.5%-20% → Delivered 16.7% in Q1 (= MISS)
- Guided US revenue run-rate improvement → Delivered $162M vs $155M prev. quarter (= MISS)
Investor Presentation filed with BSE, NSE: CIPLA. Summary written with AI assistance from the document.
Cipla Ltd: key numbers
- Share price
- ₹1,391.80
- Market cap
- ₹1,12,442 Cr
- Revenue (annual)
- ₹28,163 Cr
- Net profit (annual)
- ₹3,879 Cr
- P/E (TTM)
- 38.8×Sector 43.7×
- Promoter holding
- 29.21%+0.00% QoQ
- FII holding
- 20.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Cipla reported Q2FY27 consolidated revenue of ₹7,404 Cr and PAT of ₹878 Cr. EBITDA margin expanded 200 bps QoQ to 18.7%, with One-India growing 12% YoY.