| Revenue growth | -2.4% YoY (INR 7,404 Cr vs 7,589 Cr) |
|---|---|
| Margins | EBITDA 18.7% vs 25.0%; PAT 11.9% vs 17.8% |
| Demand visibility | Double-digit growth in chronic therapies; 18 new launches |
Growth
Consolidated revenue down 2.4% YoY; PAT down 35% YoY. One India up 12% YoY to a record INR 3,516 Cr.
Outlook
No explicit numeric guidance given. Pipeline: 46 ANDA/NDAs under approval; gAdvair approved; HER2 ADC and Keytruda biosimilar licensing.
Risks
EBITDA margin down 630bps YoY on higher employee and material costs; other income down 44%; management flags geopolitical uncertainty.
Last quarter's promises, checked
Delivered
- Advair generic approval expected 'any time' → gAdvair approved (= BEAT)
- Promised sequential margin improvement from 16.7% (Q1, excl. other income) → 18.7% Q2 EBITDA (= BEAT; bases unverified)
Partly delivered
- FY27 EBITDA margin 18.5%-20% → Q2 18.7%; full-year outcome not yet known (= PARTIAL)
Investor Presentation filed with NSE, NSE: CIPLA. Summary written with AI assistance from the document.
Cipla Ltd: key numbers
- Share price
- ₹1,365.60
- Market cap
- ₹1,10,323 Cr
- Revenue (annual)
- ₹28,163 Cr
- Net profit (annual)
- ₹3,879 Cr
- P/E (TTM)
- 38.1×Sector 46.5×
- 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
All →Cipla Earnings Call Transcript: Key Takeaways
Cipla delivered record India revenue and margin expansion, masking high-stakes US product approval dependencies.
- Call
- Guides 20% growth
Cipla Employee Stock Options
Cipla granted 8,679 stock options and 27,140 ESARs to employees under its 2013 and 2021 schemes. Exercise price is INR 2 per option with graded vesting.
Cipla Management Change
Cipla's Board appointed Ms. Rashmi Joshi as additional Independent Director for 5 years. This strengthens the board's governance and financial oversight capabilities.
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.
Cipla Q2 FY27 Results: Net Profit ₹851.5 Cr, Down 37.1% YoY
Cipla Ltd reported revenue from operations of ₹7,404 Cr (-2.4% YoY) and net profit of ₹851.5 Cr (-37.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹851.5 Cr · -37.1% YoY
Cipla Business Update
Cipla's subsidiary InvaGen received zero Form 483 observations in a routine USFDA cGMP inspection. The clean outcome confirms compliance at its US manufacturing facility.