Cipla Limited — Investor Meet, 27-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Cipla posted Q1 FY27 revenue of INR7,119 crore, up 2% YoY, with India business growing 12% and chronic portfolio at 60.4%. North America contributed $162 million, launching generic Ventolin. Management aims for a $1 billion U.S. exit rate for FY27, banking on three significant respiratory launches (including generic Advair) and a key peptide. Q1 EBITDA margin of 16.7% reflects pre-launch investments and temporary costs, with FY27 guidance of 18.5-20% unchanged. The company expects sequential margin improvement as new products scale up.