| 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
- ₹1,970.80
- Market cap
- ₹50,000 Cr
- Revenue (annual)
- ₹9,646 Cr
- Net profit (annual)
- ₹1,141 Cr
- P/E (TTM)
- 38.2×Sector 50.4×
- Promoter holding
- 44.72%+0.00% QoQ
- FII holding
- 10.72%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
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 Q1 FY27 Results: Net Profit ₹424.3 Cr, Up 82.2% YoY
Ipca Laboratories Ltd reported revenue from operations of ₹2,788 Cr (+20.8% YoY) and net profit of ₹424.3 Cr (+82.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹424.3 Cr · +82.2% YoY
Ipca Laboratories Q4 FY26 Results: Net Profit ₹306.7 Cr, Up 379.2% YoY
Ipca Laboratories Ltd reported revenue from operations of ₹2,388 Cr (+6.3% YoY) and net profit of ₹306.7 Cr (+379.2% YoY) for Q4 FY26.
- Key figure
- Net profit ₹306.7 Cr · +379.2% YoY