BSECompany Update7h ago · 23 Jul 2026, 12:38 pm

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Cipla Ltd · 500087

✦ AI Summary▲ PositiveResults

Cipla Ltd has announced its Q1FY27 results, with revenue of INR 7,119 Cr, EBITDA of INR 1,192 Cr, and PAT of INR 789 Cr. The company has reported a 16.7% EBITDA margin and 11.1% PAT margin. Cipla has maintained its #2 rank in the overall chronic segment and has launched four new products in Q1FY27.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Cipla Ltd - 500087 - Announcement under Regulation 30 (LODR)-Investor Presentation

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23rd July, 2026 (1) BSE Ltd (2) National Stock Exchange of India Ltd Listing Department Listing Department Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Dalal Street, Plot no. C/1, G Block, Mumbai 400 001 Bandra Kurla Complex, Scrip Code: 500087 Bandra (East), Mumbai - 400 051 Scrip Symbol: CIPLA (3) SOCIETE DE LA BOURSE DE LUXEMBOURG Societe Anonyme 35A Boulevard Joseph II, L-1840 Luxembourg Sub: Investor Presentation Dear Sir / Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the Investor Presentation dated 23rd July, 2026. Kindly take the above information on record. Thanking you, Yours faithfully, For Cipla Limited Rajendra Chopra Company Secretary Encl: As above Prepared by: Simona Dsouza Cipla Ltd. Regd. Office - Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai-400 013, India P +91 22 41916000 W www.cipla.com E-mail contactus@cipla.com Corporate Identity Number L24239MH1935PLC002380 Investor Presentation Q1FY27 23-07-2026 DISCLAIMER Except for the historical information contained herein, statements in this presentation and the subsequent discussions may constitute "forward-looking statements". These forward-looking statements involve a number of risks, uncertainties, pandemic and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, our ability to obtain regulatory approvals, technological changes, fluctuation in earnings, foreign exchange rates, our ability to manage international operations and exports, our exposure to market risks as well as other risks. The investor presentation is not intended to endorse, advertise, promote or recommend the use of any products listed in it which are for representation purpose only, some of which are reference listed drugs of which the Company has approved, under approval or under development generic equivalents. The prefixes “g” and “generic” used interchangeably indicate the generic versions of the named brand drugs. Information relating to any medical products or medical devices contained herein is provided by Cipla for general information purposes only. Information on any of the medical products or medical devices may vary from country-to-country. A reference to a medical product or a medical device does not imply that such medical product or medical device is available in your country. The commercial availability of the medical products or medical devices listed herein in your country is dependent on the validity and status of existing patents and/or marketing authorizations related to each. An independent enquiry regarding the availability of each medical products or medical device should be made for each individual country. The product information contained herein is not intended to provide complete medical information, and is not intended to be used as an alternative to consulting with qualified doctors or health care professionals. Nothing contained herein should be construed as giving of advice or the making of a recommendation and it should not be relied on as the basis for any decision or action. It is important to only rely on the advice of a health care professional. Delivered the Highest Q1 Revenue Revenue EBITDA PAT 16.7% 11.1% Q1FY27 INR 7,119 Cr INR 1,192 Cr INR 789 Cr Margin Margin Business Performance Snapshot Emerging Markets & One India North America One Africa Europe 12% 1% 5% INR 3,452 Cr $ 162 Mn $ 103 Mn $ 106 Mn (YoY) (YoY) (YoY) Q1FY27 Highest-ever quarterly Launched first AB-rated SA private growing faster Continued growth trajectory revenue gVentolin with CGT than the market1 1. Market data as per IQVIA MAT May’26 Financial Performance : Q1FY27 Revenues INR 7,119 Cr EBITDA 1,192 Cr Revenue1 Break-up Q1FY27 (Consolidated) API and Q1FY27 Q1FY26 Others, 2% (INR Cr) (INR Cr) Emerging Total Revenue from markets and 7,119 6,957 Operations Europe, 14% EBITDA 1,192 1,778 EBITDA % 16.7% 25.6% One Africa, One India, 48% PAT 789 1,298 PAT % 11.1% 18.7% R&D2 INR 486 Cr | 6.8% of revenue North America, 22% 1. One India includes Rx + Gx + CHL; One Africa includes South Africa, North Africa, Sub-Saharan Africa (SSA) and Cipla Global Access (CGA) |2. Opex including depreciation 4 One India1 : Building a Sustainable Legacy for Enduring Growth Highest-ever quarterly revenue of INR 3,452 Cr Branded Prescription Trade Generics Consumer Health ❖ Cipla maintained #2 rank in ❖ Posted steady growth supported ❖ Anchor and transitioned brands overall chronic with chronic mix2 by robust performance across key continuing to grow bigger improved to 60.4% categories ❖ Sustained EBITDA margin trajectory ❖ Continued portfolio expansion with ❖ 4 Brands with TTM revenue of > the launch of Yurpeak, Duolin INR 100 Cr and 3 Brands with TTM ❖ Nicotex, Omnigel and Cipladine Syncrobreathe, Doloneuron, and revenue of INR 50 Cr to INR 100 Cr maintained their leadership Nasowash positions in the market ❖ 3 new launches in Q1FY27 ❖ Double-digit growth2 in chronic therapies like Respiratory, Urology, Anti-diabetes and Cardiac 1. One India includes Rx, Gx and CHL| 2. Market data as per IQVIA MAT June’26 India Rx : Strengthening Our Journey with Strategic Therapeutic Focus Steady Uptake in Key Therapies1 Growth (%) Rank Largest pharma company by volume Respiratory 13% 1st (units) in market1 Urology 10% 2nd Our in-house brand franchise, Dytor1, has scaled to over INR 700 Cr+ Anti-diabetic 26% 11th Delivered market2 growth of 15.4%, 183 Cardiac 14% 7th bps higher than IPM Dermatology 11% 11th Key Market Highlights 1000+ Cr Foracort 23 Brands 33 Brands 7 Therapies Biggest Respiratory IPM1 Brands in Top IPM1 Brands with With IPM1 Top 5 ranks Brand in IPM1 300 ranks revenue > INR 100 Cr 1. Market data as per IQVIA MAT June’26 |2. Market data as per IQVIA, Quarter ended June 2026 6 Recent Launches Demonstrate Strong Early Momentum Across Priority Therapies Neuro-pain brand with an Supportive care brand with a Breath-actuated metered-dose extended-release offering aimed at differentiated combination of Oral JAK inhibitor for chronic inhaler used to manage and treat improving adherence in chronic Hyaluronic Acid and N-Acetyl L- inflammatory and autoimmune symptoms of COPD & Asthma pain management Cysteine conditions Upper-respiratory care brand with a saline-based nasal hygiene solution for congestion & dryness Anti-allergy respiratory portfolio Neuro-supportive nutrition with a Anti-diabetic brand in Type 2 with Bilastine + Montelukast for differentiated combination of PEA, diabetes, targeting improved allergic rhinitis and associated Acetyl L-Carnitine, Boscurin and glycaemic control nasal symptoms Uridine Monophosphate Q1 FY27 : Global Consumer Wellness Franchise One India One Africa Consumer Brands in One India Revenue : INR 481 Cr Cold and Cold and Hydration Pain Relief Cough Cough Consumer Brands in Smoking Respi OTC Cold and Flu Skin Infection South Africa Cessation Revenue : ZAR 405 Mn Respi OTC Cold and Cough Note:- Above numbers exclude sales of wellness brands through prescription channel 8 North America : Adapting to Evolving Business Dynamics Key Business Highlights ▪ gProventil ranked No. 1 with total market1 share at 21% (50 million+ inhaler units supplied to the U.S. market cumulatively) ▪ Launched gVentolin in the U.S. market during the quarter, with initial shipments executed and supply ramp-up planned over the coming quarters Recent New Launches gVentolin Nintedanib Dapagliflozin Liraglutide 1. Market data as per IQVIA week ending 26th June’26 (No. 1 rank in overall U.S. Albuterol MDI market) 9 ANDA & NDA Portfolio & Pipeline (As on 30th June 2026) 103 2 2 Approved Tentatively Under Approval ANDAs & NDAs Approved ANDAs & NDAs ANDAs & NDAs Cipla Ltd PEPFAR Invagen [Showing first 8,000 characters — download PDF for full document]