Cipla Limited — PPTs, 30-10-2025: Investor Presentation

**Business Performance:** Cipla hit a new high with quarterly revenue of INR 7,589 Cr, up 8% YoY. Profit (PAT) surged 15% YoY to INR 1,351 Cr, while EBITDA rose 5% to INR 1,895 Cr. Emerging Markets & Europe was the star performer (+25% YoY), with One India also showing solid growth (+7% YoY).

**Growth Drivers or Strategy:** A major strategic step is the Cipla-Eli Lilly partnership to promote Yurpeak (Tirzepatide) in India for Type 2 Diabetes and chronic weight management, boosting market reach. Cipla is also pushing its Antimicrobial Resistance (AMR) fight with new launches like Huena, Zemdri, and Cipenmet.

**Recent Developments:** In North America, Cipla launched Filgrastim, its first US biosimilar, and secured USFDA 'Voluntary Action Indicated' (VAI) status for its Bommasandra facility. The company also announced Glucagon for Injection USP approval.

**Key Financial Metrics:** Revenue from operations was INR 7,589 Cr, with robust EBITDA at 25.0% and PAT at 17.8%. R&D investments stood at 7.1% of revenue. Cipla maintains a strong balance sheet with INR 9,901 Cr in Net Cash.

**Management Commentary / Outlook:** Cipla projects launching 4 major Respiratory assets (including gAdvair) and 3 peptide assets (like Liraglutide) in North America by Calendar Year 2026, signaling a strong future pipeline.