IPCA Laboratories Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ipca Labs Q1 FY27 results show strong performance. Consolidated revenue grew 21% year-on-year to INR2,788 crores, with EBITDA margins expanding significantly to 22.88% (up 4.49 percentage points). Domestic formulations rose 13%, exports 34%, and API business 30%. Management increased FY27 growth outlook to 14-16% and consolidated EBITDA margin guidance to 23%. Key drivers include Europe generics surging 70% and Unichem's US business up 27%. The company plans INR700-800 crores in capex for capacity and biotech R&D, with 7 biosimilar candidates in the pipeline. Debt has been substantially reduced.