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
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Cipla delivered record India revenue and margin expansion, masking high-stakes US product approval dependencies.
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 delivered record Q1 FY27 revenue of INR 7,119 Cr with 2% reported growth (4% adjusted). Strategy focuses on U.S. respiratory launches and 'One India' chronic therapies.
Cipla delivered record Q1 revenue of INR 7,119 Cr, driven by strong growth in India and the US. EBITDA margins stood at 16.7% with PAT at INR 789 Cr.
Cipla delivered highest-ever yearly revenue of ₹28,163 Cr in FY26, despite multiple headwinds. Strategy focuses on India growth, US pipeline expansion, and ESG goals.