CIPLABSECIPLA LTDMediumNeutral
Announced Mon, 27 Jul · 17:12 IST

Cipla Q1 FY27: Record INR7,100cr revenue, maintains US $1bn exit guidance

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Cipla posted highest ever Q1 revenue of INR7,119cr (+2% YoY, 4% adjusted). India business grew 12% with branded Rx up 15.4% per IQVIA. North America at $162M; US pipeline of 4 major launches (3 respiratory including generic Advair, 1 peptide) on track for $1bn FY27 exit rate. Generic Ventolin launched in US. EBITDA margin at 16.7% (below steady state), FY27 guidance of 18.5-20% maintained. Net cash INR9,494cr post INR1,050cr dividend. CFO transition from Ashish Adukia to Dinesh Jain.

Likely market impact

Record revenue and strong India growth support outlook. Margin recovery hinges on timely US launches. Watch Ventolin ramp-up and peptide approval.