Half Year 2026 Cipla Ltd Earnings Call Transcript

Oct 30, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Cipla Ltd (BOM:500087) achieved an all-time high quarterly revenue of 7,589 crores with a robust EBITDA margin of 25%.
The company experienced strong growth in its key therapies, with anti-diabetes growing by 10%, cardiac by 13%, urology by 17%, and dermatology by 18%.
Cipla Ltd (BOM:500087) expanded its portfolio with 6 new launches this quarter, addressing specific patient needs.
The North America segment delivered a quarterly revenue of $233 million, with Cipla Ltd (BOM:500087) emerging as the number one player in the US Albuterol MDI market.
The company launched its first biosimilar in the US market, signaling a strategic entry into high-potential segments.

Negative

The GST rate transition led to a brief disruption in sales trends, although it was mostly resolved within the quarter.
Cipla Ltd (BOM:500087) revised its full-year EBITDA margin guidance to 22.75% to 24%, down from the earlier guidance of 23.5% to 24.5%.
The company faced a slowdown in its branded business in India, attributed to respiratory seasonality and new team formations.
There was a decline in gross margin due to product mix and increased R&D material costs.
The contribution from the Revlimid generic is expected to be minimal in the next quarter, impacting revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CIPL.NS - Cipla Ltd
Half Year 2026 Cipla Ltd Earnings Call
Oct 30, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q2 F 526 earnings conference call of Supply Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, e-signal and operator by pressing start then 0 on a touchtone phone. Please note that this conference is being recorded.

We have with us from the management team Mr. Uma Gora, global MD and CEO, Mr. Rann Gupta, global COO, Mr. Ashish Adukya, global CFO, Ms. Diksha Maheshwari, head investor relations.

I now hand the conference over to Ms. Diksha Maheshwari.

Thank you and over to you, ma'am.

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