Cipla Limited — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Cipla posted Q4 FY26 revenue of INR 6,541 crore and full-year revenue of INR 28,163 crore, with annual EBITDA margins at 21%. The India business reported robust 15% YoY Q4 growth, crossing INR 12,500 crore annually, targeting market-beating double-digit growth ahead. North America delivered $780 million annually, aiming for a $1 billion run rate by FY27 end, fueled by complex generics like Ventolin (approved, 6-month exclusivity). Cipla is accelerating R&D in respiratory, peptides, and biosimilars, alongside an AI transformation. Management projects FY27 EBITDA margins of 18.5-20%, expecting sequential improvement and targeting over 20% in FY28.