Cipla Limited
QUARTERLY REVENUE: INR
Quarterly revenue: INR 6,694 crores (+7% YoY)
EBITDA MARGIN: 25.6%
EBITDA margin: 25.6% (+154 bps YoY)
NORTH AMERICA REVENUE:
North America revenue: $250 million (+13% YoY)
INDIA BRANDED PRESCRIPTION
India branded prescription growth: 10% YoY
stockrabit simplifies the management commentary to help you better understand the industry and sentiments
Financial Performance
We reported a quarterly revenue of INR6,694 crores, with a growth of 7%, driven by our core businesses of India, North America and South Africa.
This revenue growth reflects the company's strong performance across key markets despite challenges.
Our EBITDA margins, excluding other income, stood at impressive 25.6% for the quarter, increasing by 154 basis points.
The increase in EBITDA margins indicates improved operational efficiency and profitability.
Business Operations
Our branded prescription business grew by 10% year-on-year, over a high base of last year with chronic share, further improving by 106 basis points year-on-year to about 61.5%.
This growth in the branded prescription business highlights the company's strong position in chronic therapies.
North America reached all-time high quarterly revenue of $250 million.
This milestone reflects the company's successful strategy in the North American market.
Growth Initiatives
We also launched the generic version of Lanreotide injection during this quarter.
The launch of this significant product is expected to strengthen the company's portfolio in the peptide segment.
Through the transition of distribution model in the trade generic business, we have increased the direct touch points with the distributors.
This strategic shift aims to deepen channel connections and enhance operational efficiencies.
Market Dynamics
We continue to outpace market growth in key chronic therapies.
This trend indicates the company's competitive advantage in the chronic therapy segment.
Future Outlook
As guided, our EBITDA for the year is trending in the range of 24.5% to 25.5% and ROIC is well over 30%.
This guidance reflects management's confidence in maintaining strong profitability and returns on invested capital.
Resolution of regulatory issues remains our top priority.
Addressing regulatory challenges is critical for maintaining operational continuity and market access.