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Cipla Limited Q2 FY26 earnings call summary

NSE: CIPLA · BSE: 500087

Earnings call of 30 Oct 2025, summarised by AI from the filing.

FY26 EBITDA margin guidance cut to about 22.75% to 24% from 23.5% to 24.5%, excluding the Yurpeak business plan.

Key takeaways

  1. Guidance FY26 EBITDA margin guidance cut to about 22.75% to 24% from 23.5% to 24.5%, excluding the Yurpeak business plan.
  2. Change Generic Revlimid, which helped H1, is expected to contribute very little in Q3 FY26.
  3. Driver Yurpeak (tirzepatide) launch with Eli Lilly, with nationwide distribution rights and a dedicated field force.
  4. Risk Margin guidance cut on higher R&D and absence of Revlimid benefit in H2.

Original filing on BSE

Cipla Limited Q1 FY27 results

As filed: Revenue ₹7,119 cr (+2% year on year), EBITDA ₹1,192 cr (−33% year on year), PAT ₹786 cr (−39% year on year), EBITDA margin 16.8% (−881 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹6,541 cr (−3% year on year), EBITDA ₹955 cr (−38% year on year), PAT ₹543 cr (−55% year on year), EBITDA margin 14.6% (−825 bps). Score 13 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 825 bps year on year. Revenue fell 8% from last quarter. Share price after the results: +7.5% in 30 days (Nifty 500: +1.3%).
  • Q3 FY26: Revenue ₹7,074 cr (0% year on year), EBITDA ₹1,255 cr (−37% year on year), PAT ₹674 cr (−39% year on year), EBITDA margin 17.7% (−1,000 bps). Score 7 of 100, Below trend. Revenue, EBITDA and profit before exceptional items growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 7% from last quarter. Share price after the results: −2.1% in 28 days (Nifty 500: +1.7%).
  • Q2 FY26: Revenue ₹7,589 cr (+8% year on year), EBITDA ₹1,895 cr (+1% year on year), PAT ₹1,353 cr (+4% year on year), EBITDA margin 25.0% (−176 bps). Score 27 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 176 bps year on year. Share price after the results: −3.1% in 29 days (Nifty 500: −0.1%).
  • Q1 FY26: Revenue ₹6,957 cr (+4% year on year), EBITDA ₹1,778 cr (+4% year on year), PAT ₹1,292 cr (+10% year on year), EBITDA margin 25.6% (−8 bps). Score 26 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin was flat year on year. Profit rose ₹117 cr on a year ago, against ₹177 cr the year before. Share price after the results: +7.1% in 28 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹6,730 cr (+9% year on year), EBITDA ₹1,538 cr (+17% year on year), PAT ₹1,214 cr (+30% year on year), EBITDA margin 22.9% (+150 bps). Score 57 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 150 bps year on year. Revenue fell 5% from last quarter. Share price after the results: −0.6% in 30 days (Nifty 500: +2.4%).
  • Q3 FY25: Revenue ₹7,073 cr (+7% year on year), EBITDA ₹1,989 cr (+14% year on year), PAT ₹1,575 cr (+47% year on year), EBITDA margin 28.1% (+167 bps). Score 57 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 167 bps year on year. Profit rose ₹507 cr on a year ago, more than the ₹260 cr it added the year before.
  • Q2 FY25: Revenue ₹7,051 cr (+6% year on year), EBITDA ₹1,885 cr (+9% year on year), PAT ₹1,305 cr (+13% year on year), EBITDA margin 26.7% (+77 bps). Score 47 of 100, In line with trend. EBITDA margin rose 77 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Cipla Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.