Pharma major Cipla on Friday reported a 10 per cent year-on-year rise in its consolidated net profit to Rs 1,298 crore for the quarter ended June 2025 against Rs 1,177.64 crore same quarter previous year.
Total revenue from the operations stood at Rs 6,957.47 crore, up 3.94 per cent year-on-Year. EBITDA came in at Rs 1,778 crore, with a stable margin of 25.6 per cent.
India business crosses ₹3,000 crore milestone
Revenue from India, Cipla’s biggest market by sales, climbed 6 per cent and breached the ₹3,000 crore mark for the first time ever in an opening quarter. However, its North America revenue fell 7 per cent and delivered quarterly revenue of $ 226 Mn. The two regions account for three-fourths of the company’s total sales. Cipla said growth in India was led by demand for drugs in therapy areas such as respiratory, urology and anti-infectives.
Cipla shines amid Nifty 50 decline
The share price of Cipla surged nearly 3.5 per cent by 2:30 PM today, following the company’s Q1 results announcement. The stock rallied even as the Nifty 50 index witnessed a significant decline of nearly 1 per cent. In contrast, the Nifty Pharma index was trading in the green, up 0.56 per cent, with Cipla emerging as the top gainer in the sector.
US growth faces pressure from delays and pricing headwinds
Cipla’s growth in the United States has been under pressure due to delayed approvals for new drug applications and increased pricing challenges. According to a pre-earnings note by Macquarie, drug prices in the U.S. are expected to decline further as supply shortages ease and competition from new entrants rises.
Albuterol maintained its No. 1 position in the US MDI market with a 19.5 per cent share, while Lanreotide reached a 21 per cent market share during the quarter. The company also launched Nano Paclitaxel vials and Nilotinib Capsules, strengthening its presence in complex generics and oncology. Additionally, Cipla entered into a strategic agreement to launch its first biosimilar in the US, with commercialization expected in Q2 FY26.
Earlier this week, rival Dr Reddy’s missed quarterly profit estimates and flagged increased price erosion in certain key products, including lenalidomide in North America.