Investor Presentation for Q4 and FY 2025-26
CIPLA · price
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Cipla reported its highest-ever yearly revenue of INR 28,163 Cr for FY26, up 2.2% from INR 27,548 Cr in FY25. However, Q4FY26 showed significant margin compression with EBITDA margin dropping to 15.2% from 22.8% in Q4FY25, and PAT falling 55% YoY to INR 555 Cr. The company achieved the $400 million milestone in South Africa private business and received approval for the first AB-rated gVentolin with CGT from its U.S. facility. North America generated $483 million in FY26 revenue with Albuterol ranked No. 1 at 19.6% market share. Cipla maintains a strong net cash position exceeding $1 billion with INR 11,140 Cr in cash reserves.
The Q4FY26 margin decline despite record annual revenue signals near-term profitability pressure from headwinds like pricing and input costs. The strong cash position and new product approvals provide a foundation for recovery, but investors should expect continued margin volatility in the near term.