Cipla Ltd has reported a growth of 3.7% in net profit for the quarter ended September 30, 2025, at Rs. 1,353.07 crore as compared to Rs. 1,305.01 crore during the same period of previous fiscal year. Total revenue from operations grew 7.6% to Rs. 7,589.44 crore, as against Rs. 7,051.02 crore during the corresponding quarter of last fiscal year.
India business of the company during the quarter grew around 7% at Rs. 3,146 crore as against Rs. 2,948 crore on a year-over-year (YoY) basis. North American business grew around 3% to Rs. 2,039 crore compared to Rs 1,986 crore. Business in African market grew 10% to Rs. 1,178 crore, with South Africa clocking in 13% growth at Rs. 901 crore. Emerging markets and Europe sales grew around 20% to Rs. 967 crore, while active pharmaceutical ingredients (API) business witnessed a decline of 7% at Rs. 148 crore.
EBITDA grew 0.5% to Rs. 1,895 crore during the quarter on a YoY basis. R&D investments stood at Rs. 539 crore or 7.1% of sales, driven by product filings and development efforts.
Umang Vohra, MD and global CEO, Cipla Ltd said, “In Q2FY26, we delivered our highest-ever quarterly revenue of Rs. 7,589 crore, 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".
Key therapies in branded prescription business continued to deliver strong market growth and with the launch of Yurpeak (tirzepatide), the company is envisaged to have a pivotal step into obesity care through its strategic partnership with Eli Lilly. Trade generics recorded a double-digit growth and Anchor brands of Consumer Health Business maintained leadership position, he said.
"With a 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 US FDA 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," said Vohra.
"Going ahead, the focus will be on growing our key markets, further building our flagship brands, investing in future pipeline as well as focusing on resolutions on the regulatory front," he averred.
The company announced appointment of Achin Gupta as the managing director & global chief executive officer of the company with effect from April 1, 2026 for a term 5 years up to March 31, 2031.
Achin Gupta has been serving as the global chief operating officer of the company since February 2025. He joined Cipla in 2021 as the CEO of the One India business and has been an integral member of the Management Council.
|