India's Cipla rises as recovery expectations soften Q4 miss

Cipla

14/05/2026 04:57

** Drugmaker Cipla CIPL.NS shares rise 7.7% to 1,362 rupees after reporting Q4 results

** Co reports Q4 consolidated net profit of 5.55 bln rupees ($57.98 million), compared to avg analysts' estimate of 7.05 bln rupees, according to data compiled by LSEG

** Posts total revenue from operations of 65.41 billion rupees, below estimate of 67.49 billion rupees

** "While Cipla's 4QFY26 EBITDA margin performance was weaker than street/our expectations, the silver lining was the meaningful beat in gross margin," analysts at Emkay Capital say

** Analysts at Ambit Capital believe revenue and profitability have largely bottomed out, and gradual sequential improvement should be visible through FY27

** Jefferies analysts say Cipla is likely to face near-term earnings pressure, as new launches in FY27 may not offset the sales loss from two major products, generic Revlimid and Lanreotide

** YTD, stock down 12.2%

($1 = 95.7200 Indian rupees)

 (Reporting by Abhinav Parmar in Bengaluru)

 ((Abhinav.Parmar@thomsonreuters.com;))