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IPCA Laboratories Limited Q1 FY26 earnings call summary

NSE: IPCALAB · BSE: 524494

Earnings call of 12 Aug 2025, summarised by AI from the filing.

Ipca Q1 FY26 standalone net profit ₹262 cr, up 26%; FY26 consolidated EBITDA margin guidance trimmed to 75 bps increase.

Key takeaways

  1. Change Consolidated EBITDA margin guidance lowered by 25 bps due to lower Unichem margins.
  2. Risk Unichem margin decline from product mix and one-time provisions; UK market competitive.

Original filing on BSE

IPCA Laboratories Limited Q1 FY27 results

As filed: Revenue ₹2,788 cr (+21% year on year), EBITDA ₹670 cr (+61% year on year), PAT ₹424 cr (+82% year on year), EBITDA margin 24.0% (+595 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 ₹2,388 cr (+6% year on year), EBITDA ₹484 cr (+13% year on year), PAT ₹307 cr (+35% year on year), EBITDA margin 20.3% (+117 bps). Score 37 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit before exceptional items growth was in line with it. EBITDA margin rose 117 bps year on year. Revenue rose ₹141 cr on a year ago, against ₹214 cr the year before. Share price after the results: +2.9% in 27 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹2,393 cr (+7% year on year), EBITDA ₹533 cr (+15% year on year), PAT ₹364 cr (+32% year on year), EBITDA margin 22.3% (+167 bps). Score 42 of 100, In line with trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was in line with it. EBITDA margin rose 167 bps year on year. Revenue fell 6% from last quarter. Profit rose ₹87.7 cr on a year ago, more than the ₹55.0 cr it added the year before. Share price after the results: +6.0% in 28 days (Nifty 500: −9.6%).
  • Q2 FY26: Revenue ₹2,557 cr (+9% year on year), EBITDA ₹545 cr (+23% year on year), PAT ₹281 cr (+30% year on year), EBITDA margin 21.3% (+255 bps). Score 41 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin rose 255 bps year on year. Revenue rose ₹202 cr on a year ago, against ₹321 cr the year before. Share price after the results: +12.6% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹2,309 cr (+10% year on year), EBITDA ₹417 cr (+6% year on year), PAT ₹233 cr (+17% year on year), EBITDA margin 18.1% (−67 bps). Score 28 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 67 bps year on year. Profit rose ₹34.0 cr on a year ago, against ₹35.0 cr the year before. Share price after the results: −5.3% in 30 days (Nifty 500: +2.8%).
  • Q4 FY25: Revenue ₹2,247 cr (+11% year on year), EBITDA ₹429 cr (+33% year on year), PAT ₹64.0 cr (+56% year on year), EBITDA margin 19.1% (+325 bps). Score 35 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it; profit before exceptional items growth was above it. EBITDA margin rose 325 bps year on year. Tax rate 48%. Consolidated profit +6300% but standalone -200%. Profit fell 10% from last quarter. Revenue rose ₹214 cr on a year ago, against ₹521 cr the year before. Share price after the results: −10.9% in 29 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹2,245 cr (+9% year on year), EBITDA ₹463 cr (+39% year on year), PAT ₹276 cr (+25% year on year), EBITDA margin 20.6% (+445 bps). Score 46 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin rose 445 bps year on year. Revenue fell 5% from last quarter. Revenue rose ₹192 cr on a year ago, against ₹507 cr the year before.
  • Q2 FY25: Revenue ₹2,355 cr (+16% year on year), EBITDA ₹442 cr (+38% year on year), PAT ₹246 cr (+81% year on year), EBITDA margin 18.8% (+304 bps). Score 81 of 100, Above trend. EBITDA margin rose 304 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.

IPCA Laboratories Limited earnings call, investor presentation and press release summaries

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