Cipla Ltd

The stock has fallen 4.55% in two trading sessions since the announcement. On a consolidated basis, the drug major reported a 3.7% increase in net profit to Rs 1,353.37 crore on a 7.6% rise in total revenue from operations to Rs 7,589.44 crore in Q2 FY26 over Q2 FY25. Profit before tax (PBT) stood at Rs 1,853.53 crore in Q2 FY26, marking a 3.6% increase from Rs 1,789.06 crore reported in the same quarter last year. EBITDA rose 0.5% to Rs 1,895 crore in Q2 FY26, as against Rs 1,886 crore reported in Q2 FY25. The EBITDA margin stood at 25% in Q2 FY26. The company's One India Business reported a 7% year-on-year growth for the quarter. The overall chronic portfolio mix in the domestic market improved to 61.8%. In North America, Cipla reported quarterly revenue of $233 million, supported by traction in differentiated assets. The One Africa region continued its growth momentum, recording a 5% YoY increase in revenue (USD terms). Cipla's prescription business ranked No. 2 in the market. Emerging Markets and Europe also performed well, registering a healthy 15% YoY revenue growth in USD terms. The company's R&D investments stood at Rs 539 crore, accounting for 7.1% of sales, driven by product filings and development efforts. The company reported a strong net cash position of Rs 9,901 crore. The company's debt primarily comprises lease liabilities and working capital requirements. Umang Vohra, MD and Global CEO, Cipla, said, 'I am pleased to share that we continue to make considerable progress across our focused markets. In Q2FY26, we delivered our highest-ever quarterly revenue of INR 7,589 Cr, with a robust EBITDA margin of 25%. What makes this performance commendable is the breadth and balance of our growth, driven by contributions across all our focused markets. Our One-India business grew at 7% YoY. Key therapies in the branded prescription business continued to deliver strong market growth, and with the launch of Yurpeak (Tirzepatide), we mark a pivotal step into obesity care through our strategic partnership with Eli Lilly. Trade Generics recorded double-digit growth, and Anchor brands of the Consumer Health Business maintained their leadership position. With positive traction in our differentiated assets, the US business posted a revenue of $233 million during the quarter. In Q3 FY26, gRevlimid is expected to have a small contribution to the US revenue, with the base business expected to continue growing. Upcoming launches, subject to USFDA approvals, are expected to alleviate gRevlimid revenue decline over the next four quarters, though there may be a timing gap before the full benefit is realized. In One Africa, we achieved a healthy growth of 5% YoY in USD terms. Emerging Markets and Europe delivered a solid revenue growth of 15% YoY in USD terms on the back of a deep market focus strategy. Going ahead, the focus will be on growing our key markets, further building our flagship brands, and investing in the future pipeline, as well as focusing on resolutions on the regulatory front.' In addition to the results, Cipla announced that its MD and Global CEO, Umang Vohra, will not seek reappointment. The company further stated that Achin Gupta, its current Global COO, will take over as CEO for a five-year term starting 1 April 2026. Cipla is a global pharmaceutical company focused on agile and sustainable growth, complex generics, and deepening portfolios in our home markets of India, South Africa, North America, and key regulated and emerging markets.Powered by Capital Market - Live

Net profit of Cipla rose 3.73% to Rs 1351.17 crore in the quarter ended September 2025 as against Rs 1302.53 crore during the previous quarter ended September 2024. Sales rose 6.98% to Rs 7447.42 crore in the quarter ended September 2025 as against Rs 6961.22 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales7447.426961.22 7 OPM %25.4427.09 - PBDT2150.522060.80 4 PBT1853.531789.06 4 NP1351.171302.53 4 Powered by Capital Market - Live

'The introduction of a second brand of Tirzepatide in India through our commercial agreement with Cipla furthers Lilly's commitment to expanding access to innovative treatments for chronic conditions,' said Winselow Tucker, President and General Manager, Lilly India. 'Our mission'to make life better for people around the world'drives our commitment to accelerate the introduction of innovative medicines and expand access to hard-to-reach communities. With India facing a growing burden of type 2 diabetes and obesity, broader availability of Tirzepatide will ensure that more patients can benefit from this innovative therapy,' he added. Lilly will manufacture and supply Yurpeak to Cipla, while Cipla will distribute and promote the brand across India. The product will be priced the same as Mounjaro, Lilly's existing Tirzepatide brand. Tirzepatide is the first and only dual agonist of glucose-dependent insulinotropic polypeptide (GIP) and glucagon-like peptide-1 (GLP-1) receptors, prescribed as an adjunct to diet and exercise for type 2 diabetes and chronic weight management in adults with obesity (BMI ≥ 30) or overweight (BMI ≥ 27) with at least one weight-related comorbidity. Yurpeak will be available in the KwikPen presentation a multi-dose, single-patient-use prefilled pen with four fixed doses, administered once weekly. The pen will be offered in six dose strengths ' 2.5 mg, 5 mg, 7.5 mg, 10 mg, 12.5 mg, and 15 mg ' allowing healthcare professionals to tailor treatment plans for individual patient needs. Achin Gupta, global chief operating officer, Cipla, added, 'At Cipla, we remain steadfast in our commitment to advancing patient care by facilitating access to the best of global scientific innovation. With the introduction of Yurpeak (Tirzepatide), we are stepping into obesity care with the same commitment and scale that have defined our efforts in respiratory and chronic therapies.' Cipla is a global pharmaceutical company focused on agile and sustainable growth, complex generics, and deepening portfolios in our home markets of India, South Africa, North America, and key regulated and emerging markets. Cipla reported 10.18% increase in consolidated net profit to Rs 1,297.62 crore on a 3.93% rise in total revenue from operations to Rs 6,957.47 crore in Q1 FY26 over Q1 FY25. Shares of Cipla slipped 3.16% to currently trade at Rs 1,593.20 on the BSE. Powered by Capital Market - Live

Cipla will hold a meeting of the Board of Directors of the Company on 30 October 2025.Powered by Capital Market - Live

Cipla Ltd is up for a third straight session in a row. The stock is quoting at Rs 1566.2, up 2.93% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is up around 0.56% on the day, quoting at 24624.55. The Sensex is at 80559.71, up 0.4%. Cipla Ltd has risen around 5.54% in last one month. Meanwhile, Nifty Pharma index of which Cipla Ltd is a constituent, has risen around 1.12% in last one month and is currently quoting at 21753.5, up 1.87% on the day. The volume in the stock stood at 11.55 lakh shares today, compared to the daily average of 16.48 lakh shares in last one month. The benchmark August futures contract for the stock is quoting at Rs 1565.2, up 2.54% on the day. Cipla Ltd is up 0.15% in last one year as compared to a 1.99% spurt in NIFTY and a 0.67% spurt in the Nifty Pharma index.The PE of the stock is 23.78 based on TTM earnings ending June 25.Powered by Capital Market - Live

Cipla announced that SES ESG Research, a SEBI registered ESG Rating Provider (SES), has independently assigned the Environmental, Social, and Governance (ESG) Rating of 69.3 (Grade B) (Adjusted) from 70.2 (Grade B+) (Adjusted) to the Company.Powered by Capital Market - Live

The classification was communicated to the company via email on 4 August 2025. The inspection was conducted under the USFDA's current Good Manufacturing Practices (cGMP) framework from 26 May to 30 May 2025. In an earlier exchange filing dated May 30, Cipla had disclosed that the inspection concluded with one observation issued in Form 483. The company reiterated its commitment to compliance and stated that it will work closely with the USFDA to address the observation comprehensively within the stipulated timeframe. Cipla is a global pharmaceutical company focused on agile and sustainable growth, complex generics, and deepening portfolios in our home markets of India, South Africa, North America, and key regulated and emerging markets. Cipla reported 10.18% increase in consolidated net profit to Rs 1,297.62 crore on a 3.93% rise in total revenue from operations to Rs 6,957.47 crore in Q1 FY26 over Q1 FY25. The counter shed 1.42% to Rs 1,494 on the BSE Powered by Capital Market - Live

Cipla announced that the United States Food and Drug Administration has classified the current Good Manufacturing Practices inspection of the company's manufacturing facility in Bommasandra, Bengaluru as Voluntary Action Indicated (VAI).Powered by Capital Market - Live

Profit before tax (PBT) stood at Rs 1,769.93 crore in Q1 FY26, marking an 9.84% increase from Rs 1,611.36 crore reported in the same quarter last year. EBITDA rose 3.6% to Rs 1,778 crore in Q1 FY26, as against Rs 1,716 crore reported in Q1 FY25. The EBITDA margin remained stable at 25.6%. The company's One India Business delivered a growth of 6% YoY for the quarter, breaching the threshold of Rs 3,000 crore for the first time ever in the opening quarter of any financial year. In North America, Cipla reported quarterly revenue of $226 million, driven by strong traction in differentiated assets. Key launches during the quarter included Nano Paclitaxel vials (ANDA) and Nilotinib Capsules (NDA). The One Africa region continued its growth momentum, recording an 11% YoY increase in revenue (USD terms). Cipla's prescription business ranked No. 2 in the market. Emerging Markets and Europe also performed well, registering a healthy 8% YoY revenue growth in USD terms. The company's R&D investments stood at Rs 432 crore, accounting for 6.2% of sales. The expenditure was primarily directed toward product filings and development initiatives. The company reported a strong net cash position of Rs 10,379 crore. The company's debt primarily comprises lease liabilities and working capital requirements. Umang Vohra, MD and Global CEO, Cipla, said, 'I am pleased to share that we continue to make considerable progress across our focused markets. In Q1FY26, we delivered steady revenue of Rs 6,957 crore, with a healthy EBITDA margin of 25.6%. What makes this performance commendable is that it builds on a strong prior-year quarter, where we achieved our highest-ever US Generics revenue. Our One-India business grew at 6% YoY. Key therapies in the branded prescription business continued to outpace the market growth, trade generics recorded strong growth, and anchor brands of the consumer health business maintained their leadership position. With positive traction in our differentiated assets, the US business posted a revenue of $226 Mn. In One Africa, we achieved a solid growth of 11% YoY in USD terms. Emerging Markets and Europe delivered a healthy revenue growth of 8% YoY in USD terms on the back of a deep market focus strategy. Going ahead, the focus will be on growing our key markets, further building our flagship brands, investing in the future pipeline, as well as focusing on resolutions on the regulatory front. Cipla is a global pharmaceutical company focused on agile and sustainable growth, complex generics, and deepening portfolios in our home markets of India, South Africa, North America, and key regulated and emerging markets. Powered by Capital Market - Live

Net profit of Cipla rose 10.19% to Rs 1297.62 crore in the quarter ended June 2025 as against Rs 1177.64 crore during the previous quarter ended June 2024. Sales rose 3.20% to Rs 6837.04 crore in the quarter ended June 2025 as against Rs 6624.86 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales6837.046624.86 3 OPM %26.0125.90 - PBDT2022.651858.04 9 PBT1769.931611.36 10 NP1297.621177.64 10 Powered by Capital Market - Live