CIPLA LTD

Cipla Limited reported its highest-ever Q1 revenue of INR 7,100 crores for the quarter ended June 2026, reflecting a 12% year-on-year growth in its One India business. Management highlighted strong performance across key therapies, particularly in the branded prescription segment, which grew by 15.4%. The company launched several new products, including in the respiratory and obesity segments, and maintained its leadership in the U.S. Albuterol MDI market with a 21% market share. Financially, Cipla reported a 2% year-on-year revenue growth, with an EBITDA margin of 16.7%. Management noted that operating expenses increased due to planned investments in product launches. The company aims to sustain growth in its chronic therapies and maintain a strong presence in North America and South Africa, despite challenges in the tender business. The earnings call concluded with a Q&A session addressing various operational and financial queries.

Management emphasized strong revenue growth and successful product launches.