CHENNAI: India's fourth largest drug maker by revenue Cipla Ltd posted a steady performance for the September quarter, reporting a 4 percent year-on-year rise in consolidated net profit to Rs 1,351 crore. The profit growth is mainly driven by strong demand in its India and North America businesses. Revenue increased 8 percent to Rs 7,589 crore, supported by robust sales in its key respiratory and chronic therapy segments.
The India business remained resilient, with healthy growth in branded prescriptions and trade generics. Flagship respiratory products such as Foracort and Albuterol continued to lead performance, reinforcing Cipla’s strong position in the domestic market, the company said.
In North America, the company maintained steady momentum, supported by stable market share in Albuterol and new product launches. Management said cost control measures and a better product mix helped offset pricing pressure and inflation in input costs.
Sequentially, Cipla’s performance was stable, reflecting disciplined expense management and consistent execution across key geographies. The South Africa and emerging markets divisions also contributed to growth, aided by a recovery in institutional business and favorable currency movements.
Operating margin stood at around 23 percent, slightly lower than the previous year due to higher R&D spending and freight expenses. The company, however, reaffirmed its commitment to investing in research and innovation, particularly in respiratory care and complex generics—areas that remain central to its long-term growth strategy.
Two market analysts commented for the report viewed the results as largely in line with expectations, noting that the company’s steady growth in core markets and resilient US business offset broader pricing headwinds in the generics space. Cipla’s strong balance sheet, expanding pipeline, and focus on high-value therapies are expected to support earnings stability in the coming quarters.
