Cipla Limited reported a solid performance in Q1 FY '25, driven by growth in its branded prescription business and record revenue in North America. The company continues to strengthen its market position across various segments while maintaining healthy profitability.

Strong performance with consistent growth across key markets.

Management Tone: Optimistic

Performance Overview

Business Progress

Future Outlook

Financial Highlights
EBITDA Margin: 25.6% (+154 bps YoY)
Profit After Tax: INR 1,178 crores (17.6% of sales)
Quarterly Revenue: INR 6,694 crores (+7% YoY)

Operational Excellence
Branded prescription business grew by 10% YoY.
North America achieved record quarterly revenue of $250 million.
Strong performance in chronic therapies, with respiratory growth at 9%.

Key Achievements
Transition of India trade generic business to a new distribution model completed.
Launched generic version of Lanreotide injection, enhancing portfolio.

Strategic Updates
Increased direct touch points with distributors to deepen market connections.
Focus on expanding the Consumer Health franchise with new product investments.

Future Guidance
Expect EBITDA margins to trend between 24.5% to 25.5% for the year.
Focus on commercial execution and expediting product launches in North America.

Strategic Priorities
Strengthening growth levers in branded prescription and wellness portfolios.
Maximizing top-line growth in South Africa while sustaining margins.

Risk Factors
Regulatory challenges in U.S. facilities.
Market volatility affecting pricing and demand.