ALFA Finder| Revenue guidance | 13.0% → 16.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 16.0% FY27 |
| Revenue growth | 21% YoY consolidated |
|---|---|
| Margins | Consolidated EBITDA margin improved to 22.88% from 18.39% |
| Demand visibility | Strong chronic segment growth; EU business gaining momentum |
| Management confidence | High; upgrading guidance based on strong generic/API traction |
Growth
Consolidated revenue rose 21% YoY to INR 2,788 Cr. Domestic formulation grew 13%; exports grew 34% including institutional segment jump of 107%.
Outlook
Raised FY27 revenue growth guidance to 14-16% and consolidated EBITDA margin to 23%. Planned capex of INR 700-800 Cr.
Risks
High logistics costs and container availability issues; 24% decline in anti-malarial segment due to shifting demand.
Last quarter's promises, checked
Delivered
- Guided 20% FY26 EBITDA margin → delivered 20.72% (= BEAT)
- Guided 10% domestic growth → delivered 10% (= BEAT)
- Guided 10% API growth → delivered 10% (= BEAT)
Partly delivered
- Guided 12-13% FY27 revenue growth → delivered 21% in Q1 (= BEAT)
Missed
- Guided ~1.5% EBITDA margin improvement → delivered 1.78% (= BEAT)
Earnings Call Transcript 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 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.
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