| Revenue guidance | 13.0% → 16.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 16.0% FY27 |
| Revenue growth | 21% YoY consolidated |
|---|---|
| Margins | Consolidated EBITDA margin improved to 22.88% from 18.39% |
| Demand visibility | Strong chronic segment growth; EU business gaining momentum |
| Management confidence | High; upgrading guidance based on strong generic/API traction |
Growth
Consolidated revenue rose 21% YoY to INR 2,788 Cr. Domestic formulation grew 13%; exports grew 34% including institutional segment jump of 107%.
Outlook
Raised FY27 revenue growth guidance to 14-16% and consolidated EBITDA margin to 23%. Planned capex of INR 700-800 Cr.
Risks
High logistics costs and container availability issues; 24% decline in anti-malarial segment due to shifting demand.
Last quarter's promises, checked
Delivered
- Guided 20% FY26 EBITDA margin → delivered 20.72% (= BEAT)
- Guided 10% domestic growth → delivered 10% (= BEAT)
- Guided 10% API growth → delivered 10% (= BEAT)
Partly delivered
- Guided 12-13% FY27 revenue growth → delivered 21% in Q1 (= BEAT)
Missed
- Guided ~1.5% EBITDA margin improvement → delivered 1.78% (= BEAT)
Earnings Call Transcript filed with BSE, NSE: IPCALAB. Summary written with AI assistance from the document.
Ipca Laboratories Ltd: key numbers
- Share price
- ₹1,929.00
- Market cap
- ₹48,940 Cr
- Revenue (annual)
- ₹9,646 Cr
- Net profit (annual)
- ₹1,141 Cr
- P/E (TTM)
- 37.4×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.
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