Cipla Limited has informed the Exchange about Transcript
CIPLA · price
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Cipla posted all-time high quarterly revenue of INR 7,589 crore, up 8% YoY, with EBITDA margin of 25%. One-India grew 7% with strong double-digit growth in key therapies (cardiac 13%, dermatology 18%, urology 17%). North America revenue stood at $233M, with Cipla becoming #1 in the U.S. albuterol MDI market at 22% share, and launched its first biosimilar filgrastim. EMEU delivered record $110M (15% YoY growth). The company announced an exclusive India partnership with Eli Lilly to launch tirzepatide under the brand Yurpeak, entering the obesity care segment. R&D spend rose to INR 539 crore (7.1% of revenue). Full-year FY26 EBITDA margin guidance was revised DOWN from 23.5%-24.5% to 22.75%-24%, citing accelerated R&D investments, Revlimid tail-off, and a softer Q4.
The downward revision of FY26 EBITDA margin guidance is a near-term negative for sentiment, though strong revenue momentum, leadership in U.S. albuterol, and the high-potential Eli Lilly tirzepatide partnership support the growth story. Investors should note leadership transition — Achin Gupta will take over as CEO from April 1, 2026.