ALFA Finder| Revenue growth | Guided 12-13% growth for FY27. |
|---|---|
| Margins | Consolidated EBITDA margins improved to 20.72% in FY26. |
| Demand visibility | Strong domestic demand; improved US order position for API. |
| Management confidence | Confident in achieving 1% to 1.25% margin expansion. |
Growth
Domestic business grew 10% in FY26; Generic exports rose 17%. US consolidated revenue grew 14% to ₹1,567cr.
Outlook
Guidance of 12-13% consolidated revenue growth and 22-22.3% EBITDA margins for FY27.
Risks
Rising raw material costs (10-12% expected) and elevated freight costs due to geopolitical conflicts.
Last quarter's promises, checked
Delivered
- Guided ~18% consolidated EBITDA margin → delivered 18.94% (= BEAT)
- Guided ~12% domestic growth → delivered 12% (= BEAT)
- Guided 10% branded formulation growth → delivered 10% (= BEAT)
Partly delivered
- Guided 8-10% FY26 revenue growth → delivered 8% (= PARTIAL)
Missed
- Guided ~18% Unichem revenue growth → delivered 8% (= MISS)
Earnings Call filed with BSE, NSE: IPCALAB. Summary written with AI assistance from the document.
Ipca Laboratories Ltd: key numbers
- Share price
- ₹1,938.40
- Market cap
- ₹49,178 Cr
- Revenue (annual)
- ₹9,646 Cr
- Net profit (annual)
- ₹1,141 Cr
- P/E (TTM)
- 35.1×Sector 43.8×
- Promoter holding
- 44.72%+0.00% QoQ
- FII holding
- 11.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ipca Laboratories Ltd
All →Ipca Laboratories Earnings Call Transcript: Key Takeaways
Consolidated sales rose about 14% to ₹2,910 Cr and EBITDA margin reached 22.97%, inside the 22-23% guided band. Management reiterated FY27 guidance without a raise.
Ipca Laboratories Q2 FY27 Results: Net Profit ₹389.3 Cr, Up 38.8% YoY
Ipca Laboratories Ltd reported revenue from operations of ₹2,910 Cr (+13.8% YoY) and net profit of ₹389.3 Cr (+38.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹389.3 Cr · +38.8% YoY
Ipca Laboratories Board Meeting Date
Ipca Laboratories board meeting set for 5 November 2026 to approve Q2 and H1 FY27 unaudited results. Insider trading window remains closed until two days after declaration.
Ipca Laboratories Other Announcement
Ipca Laboratories Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with Regulation 31(1)(b) of the SEBI Listing Regulations.
Ipca Laboratories Earnings Call Transcript: Key Takeaways
Ipca reported strong Q1FY27 with 21% consolidated revenue growth and EBITDA margins expanding 449bps to 22.88%. Management raised full-year growth and margin guidance based on robust generic and domestic performance.
- Call
- Guides 16% growth
Ipca Laboratories Annual General Meeting
Ipca Laboratories held its 76th Annual General Meeting, covering the adoption of financial statements, dividend declaration, and director appointments. No voting results were included.