Cipla Limited — Investor Meet, 16-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cipla posted Q4 revenue of INR 6,730 Cr, up 9% YoY, with FY25 revenue at INR 27,548 Cr, growing 8%. EBITDA margin expanded 150 bps to 22.8% in Q4 and 25.9% for FY25. PAT for Q4 was INR 1,222 Cr (18.2% margin), and INR 5,273 Cr (19.1%) for the year. Growth was driven by branded chronic therapies in India, robust U.S. respiratory pipeline, and strong expansion in Africa and EMEU markets. Management highlighted supply normalization for Lanreotide and aims to accelerate U.S. launches, expand margins in South Africa/EMEU, and maintain 23.5–24.5% EBITDA margin guidance for FY26. Capex will focus on respiratory manufacturing capacity. Confidence remains strong on growth, driven by diversified markets and a solid R&D pipeline.