Umang Vohra
Managing Director and Global CEO
Notable Quotes
If you take out Lenalidomide, and if you take the next top 2 or 3 products of the company that we sell, including lanreotide, this is ballpark in that top 2 or top 3 product type of a profile.
This quarter, we delivered an all-time high quarterly revenue of INR 7,589 crores, supported by a robust EBITDA margin of 25%.
In the overall U.S. albuterol MDI market, Cipla emerged as the number one player, with our market share rising to 22%.
We are entering the obesity care segment with the launch of Yurpeak, which is tirzepatide. This is a significant milestone in our partnership with Eli Lilly.
What makes this performance commendable is that it builds on a strong prior year-on-year quarter where we achieved the highest-ever US generic revenue.
We are adjusting to the older, larger products substituting themselves due to price erosion. What is balancing these in is the new launches that are helping us sustain momentum.
Our One India business surpassed the landmark of INR 11,000 crore revenues, reflecting our strength in the domestic market.
Our leading inhalation brand became the first brand in the history of IPM to cross INR 9,000,000,000 crore reaffirming its position as a market leader.
We believe that if we were to add a fuller basis of Abraxane and a fuller basis of Advair and a fuller basis of the partnered inhalation asset, we believe that this is quite meaningful in the ability to offset share of the generic Revlimid reduction.
I don't think Cipla can do 28% margins, EBITDA margins. And that is what I had mentioned because the question was with respect to quarter, whether you'd be able to do 28% EBITDA consistently. And I had said, 'No, that's not a sustainable margin profile for us.'
This quarter, we yet again delivered a strong profitability. The reported EBITDA margin stood at 26.7% for the quarter, which is the highest ever quarterly EBITDA margin that's reported by Cipla.
In lanreotide, we are in the process of resolving our supply issues. Our trade generics business, the model change has been successfully implemented, and we now have a better control on the channel.
Earnings Appearances
Cipla · Q3 FY26
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Cipla · Q2 FY26
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Cipla · Q1 FY26
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Cipla · Q4 FY25
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Cipla · Q3 FY25
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Cipla · Q2 FY25
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Cipla · Q1 FY25
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Cipla · Q4 FY24
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Cipla · Q3 FY24
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Cipla · Q2 FY24
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Cipla · Q1 FY24
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