ALFA Finder| Revenue growth | Reported 2% Y-o-Y growth; adjusted for accounting change 4%. |
|---|---|
| Margins | Current EBITDA 16.7%; guided 18.5-20% for FY27. |
| Demand visibility | Strong traction in obesity and chronic segments. |
| Management confidence | High on U.S. pipeline and chronic therapy momentum. |
Growth
Revenue hit INR 7,119 Cr; One India grew 12% Y-o-Y; US sales at $162M; PAT at INR 789 Cr.
Outlook
EBITDA margin guidance maintained at 18.5%-20% for FY27; targeting $1 billion U.S. exit run-rate by year-end.
Risks
Loss of South African tenders; currency fluctuations; war-related costs impacting margins by 1-2%; inventory write-offs.
Last quarter's promises, checked
Delivered
- Launch generic Ventolin in coming months → Launched in Q1 FY27 (= BEAT)
- India double-digit growth → Delivered 12% Y-o-Y (= BEAT)
- US Albuterol share 19.5% to 20% → Maintained higher-than-proportionate share (= BEAT)
Partly delivered
- 4 US respiratory launches in FY27 → 1 launched, 3 pending (= PARTIAL)
- US $1B exit run-rate target → Current quarterly $162M ($648M annual) (= PARTIAL)
Missed
- EBITDA margin 18.5%-20% → Delivered 16.7% in Q1 (= MISS)
Earnings Call Transcript 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.
More from Cipla Ltd
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Cipla delivered record India revenue and margin expansion, masking high-stakes US product approval dependencies.
- Call
- Guides 20% growth
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Cipla Management Change
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Cipla Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue INR 7,404 Cr (-2.4% YoY), EBITDA INR 1,388 Cr (18.7% margin), PAT INR 878 Cr (11.9%). Record quarterly India revenue; licensing deals in oncology biosimilars and ADCs.
Cipla Results Update
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.