Cipla Eyes $1 Bn US Run-Rate by FY27 End Despite Weak Q4
Shares of Cipla Ltd touched a day’s high of Rs 1,432.55 on the BSE on 14 May, surging as much as 7.94% from the previous close of Rs 1,327.15, even as the company reported a sharp 55% fall in Q4 FY26 net profit. The rally came after management laid out... The post Cipla Eyes $1 Bn US Run-Rate by FY27 End Despite Weak Q4 appeared first on Equitypandit.
Shares of Cipla Ltd touched a day’s high of Rs 1,432.55 on the BSE on 14 May, surging as much as 7.94% from the previous close of Rs 1,327.15, even as the company reported a sharp 55% fall in Q4 FY26 net profit. The rally came after management laid out a concrete FY27 roadmap centred on US pipeline ramp-ups and margin recovery.
In an exchange filing, Cipla revealed consolidated net profit for the March quarter fell to Rs 554.6 crore from Rs 1,221.8 crore a year earlier. Revenue from operations slipped 2.8% to Rs 6,541.2 crore.
The pharma firm attributed the decline to lower contribution from key US products Lenalidomide and Lanreotide, elevated R&D spending, costs tied to scaling up its US manufacturing facilities, and the initial impact of geopolitical disruptions in West Asia. Net margin compressed sharply, from 22.8% in Q4 FY25 to 14.6%.
What lifted sentiment was the forward outlook. Achin Gupta said Cipla is preparing for multiple respiratory launches in FY27 alongside peptide and complex generic launches, with a ramp-up from its newly operational Fall River facility in the US.
The company recently secured approval for the first AB-rated generic Ventolin from its US site, with commercialisation expected in the coming months.
Management expects to cross a $1 billion annualised US revenue run-rate by the end of FY27 and guided for EBITDA margins of 18.5-20%, with sequential improvement as complex generics scale up.
For the full year FY26, revenue rose 2% to Rs 28,163 crore while PAT declined 26% to Rs 3,879 crore. The board recommended a final dividend of Rs 13 per equity share of face value Rs 2 for the year ended March 2026.
At 10:48 am on 14 May, shares were trading at Rs 1,414.40 on the BSE, up 6.57% on the day. The stock’s 52-week high stands at Rs 1,672.20, while its 52-week low is Rs 1,165.55.
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The post Cipla Eyes $1 Bn US Run-Rate by FY27 End Despite Weak Q4 appeared first on Equitypandit.
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