Cipla Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Cipla reported its highest ever Q1 revenue of INR7,119 crores, up 2% year-on-year as reported, with growth adjusted for an accounting presentation change at around 4%. The One India business grew 12% year-on-year with chronic portfolio strength, while North America delivered quarterly revenue of $162 million with the launch of generic Ventolin during the quarter. EBITDA margin excluding other income stood at 16.7%, and management attributed the compression to launch-related investments, one-time inventory charges, and war-related cost impact.
Cipla reported Q4 FY26 revenue of Rs 6,541 crore and full year revenue of Rs 28,163 crore, with EBITDA margin at 15.2% for the quarter and 21% for the year. One India crossed Rs 12,500 crore in annual revenue growing 15% year-on-year in the quarter, North America reported quarterly revenue of $155 million and annual revenue of $780 million, and management received U.S. FDA approval for a generic Ventolin product from its U.S. facility. Management guided FY27 EBITDA margins to a range of 18.5% to 20%, excluding any contribution from Lanreotide.