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Cipla
Cipla (CIPLA) investor relations material
Cipla Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary23 Jan, 2026
Executive summary
Q3 FY26 revenue was INR 7,074 crore, flat year-over-year, with India business up 10% YoY and strong chronic therapy growth, while U.S. revenues were impacted by lower Lenalidomide and lanreotide sales.
Strategic launches included Afrezza and Mounjaro in India, exclusive marketing/distribution deals with Pfizer, and acquisitions of Inzpera Healthsciences and Esperer Onco Nutrition.
North America saw Albuterol maintain #1 market share, but lanreotide supply was disrupted due to FDA observations; resupply expected in H1 FY27.
Unaudited financial results for Q3 FY26 were approved, with financial statements reviewed and receiving an unmodified review conclusion.
Exceptional item of INR 276 crore recognized due to increased employee benefit liabilities from new labour codes.
Financial highlights
EBITDA margin was 17.7% for Q3 FY26, down due to lower generic revenues and product mix; EBITDA at INR 1,255 crore.
Gross margin after material costs was 62.8%, affected by Lenalidomide decline and R&D/API purchases.
PAT was INR 676 crore (9.6% of sales), down 57% YoY, impacted by a one-time labour code expense.
R&D spend was INR 419–494 crore (7% of revenue), up 37.4% YoY, focused on filings and pipeline development.
Net cash position at INR 10,229 crore; total debt at INR 489 crore as of Dec 31, 2025.
Outlook and guidance
FY26 EBITDA margin guidance revised to around 21% due to lower-than-expected lanreotide and Lenalidomide performance.
U.S. revenue guidance for FY27 will be revised downward due to lanreotide disruption, but new launches are expected to support growth.
R&D spend expected to normalize to 5-6% of revenue, with some lumpiness based on project timing.
Acquisition of perpetual rights to manufacture and market Galvus brands for INR 1,107 crore, effective Jan 2026, to strengthen diabetes portfolio.
Explain confidence in favorable NPPA outcome
New Labour Codes: Any future financial impact
Galvus rights: Expected ROI or strategic value
Exclusivity and market size of key US launches
Strategy to defend margins post REVLIMID exit
Lanreotide supply disruption remediation plan
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Next Cipla earnings date
Q4 25/2612 May, 2026
Cipla
Next Cipla earnings date
Q4 25/2612 May, 2026
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Frequently asked questions
Cipla Limited is an India-based pharmaceutical company engaged in the development, manufacturing, and distribution of generic and branded medicines. The company’s product range spans respiratory, cardiovascular, anti-infective, and other therapeutic areas. Cipla Limited is headquartered in Mumbai, India, and its shares are listed on the NSE.
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