| Revenue growth | Guided 12-13% growth for FY27. |
|---|---|
| Margins | Consolidated EBITDA margins improved to 20.72% in FY26. |
| Demand visibility | Strong domestic demand; improved US order position for API. |
| Management confidence | Confident in achieving 1% to 1.25% margin expansion. |
Growth
Domestic business grew 10% in FY26; Generic exports rose 17%. US consolidated revenue grew 14% to ₹1,567cr.
Outlook
Guidance of 12-13% consolidated revenue growth and 22-22.3% EBITDA margins for FY27.
Risks
Rising raw material costs (10-12% expected) and elevated freight costs due to geopolitical conflicts.
Last quarter's promises, checked
Delivered
- Guided ~18% consolidated EBITDA margin → delivered 18.94% (= BEAT)
- Guided ~12% domestic growth → delivered 12% (= BEAT)
- Guided 10% branded formulation growth → delivered 10% (= BEAT)
Partly delivered
- Guided 8-10% FY26 revenue growth → delivered 8% (= PARTIAL)
Missed
- Guided ~18% Unichem revenue growth → delivered 8% (= MISS)
Earnings Call filed with BSE, NSE: IPCALAB. Summary written with AI assistance from the document.
Ipca Laboratories Ltd: key numbers
- Share price
- ₹1,946.90
- Market cap
- ₹49,394 Cr
- Revenue (annual)
- ₹9,646 Cr
- Net profit (annual)
- ₹1,141 Cr
- P/E (TTM)
- 37.7×Sector 47.4×
- Promoter holding
- 44.72%+0.00% QoQ
- FII holding
- 10.72%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ipca Laboratories Ltd
All →Ipca Laboratories Earnings Call Transcript: Key Takeaways
Ipca reported strong Q1FY27 with 21% consolidated revenue growth and EBITDA margins expanding 449bps to 22.88%. Management raised full-year growth and margin guidance based on robust generic and domestic performance.
- Call
- Guides 16% growth
Ipca Laboratories Annual General Meeting
Ipca Laboratories held its 76th Annual General Meeting, covering the adoption of financial statements, dividend declaration, and director appointments. No voting results were included.
Ipca Laboratories Q1 FY27 Results: Net Profit ₹424.3 Cr, Up 82.2% YoY
Ipca Laboratories Ltd reported revenue from operations of ₹2,788 Cr (+20.8% YoY) and net profit of ₹424.3 Cr (+82.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹424.3 Cr · +82.2% YoY
Ipca Laboratories Board Meeting Date
Ipca Laboratories scheduled a Board meeting for August 13, 2026. The board will consider standalone and consolidated financial results for the first quarter.
Ipca Laboratories Dividend
Ipca Laboratories fixed August 7, 2026, as the record date for a Rs. 6 per share dividend. Payment will occur by September 10, 2026.
Ipca Laboratories Annual General Meeting
Ipca Laboratories will hold its 76th AGM on August 13, 2026, via video conferencing. The board recommended a Rs. 6 per share final dividend for shareholders.