Cipla（500087）株式概要シプラ社は、その子会社とともに、インド、米国、南アフリカ、および国際的な医薬品の製造、開発、販売、流通に従事している。 詳細500087 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率（ 29.1 x）は、 Pharmaceuticals業界平均（ 29.3 x）を下回っています。収益は年間13.67%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析0.93%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る500087 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.40k9.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0455b2016201920222025202620282031Revenue ₹455.1bEarnings ₹63.7bAdvancedSet Fair ValueView all narrativesCipla Limited 競合他社Dr. Reddy's LaboratoriesSymbol: BSE:500124Market cap: ₹1.1tZydus LifesciencesSymbol: NSEI:ZYDUSLIFEMarket cap: ₹1.0tLupinSymbol: BSE:500257Market cap: ₹1.0tTorrent PharmaceuticalsSymbol: BSE:500420Market cap: ₹1.5t価格と性能株価の高値、安値、推移の概要Cipla過去の株価現在の株価₹1,398.9552週高値₹1,672.2052週安値₹1,165.55ベータ0.0931ヶ月の変化13.28%3ヶ月変化4.29%1年変化-5.77%3年間の変化47.10%5年間の変化49.70%IPOからの変化1,557.52%最新ニュースNew Risk • May 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹48.03 (down from ₹65.29 in FY 2025). Revenue: ₹277.1b (up 1.6% from FY 2025). Net income: ₹38.8b (down 26% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 14Cipla Limited announces Annual dividendCipla Limited announced Annual dividend of INR 13.0000 per share, ex-date on June 05, 2026 and record date on June 05, 2026.お知らせ • May 13Cipla Limited, Annual General Meeting, Jun 25, 2026Cipla Limited, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 30Pfizer Inc. Enters into Settlement Agreements with Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd for VYNDAMAXPfizer Inc. announced that it has entered into settlement agreements with generic drug manufacturers Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd, regarding lawsuits filed in the U.S. District Court for the District of Delaware for infringement of patents relating to VYNDAMAX (tafamidis), a treatment for cardiomyopathy transthyretin-mediated amyloidosis (ATTR-CM). These settlements extend the effective U.S. patent expiry date for VYNDAMAX to June 1, 2031, subject to the outcome of other litigation. Pfizer had previously anticipated a significant decline in U.S. revenues for VYNDAMAX beginning in 2029 upon patent expiry. As a result of this settlement, revenues are now expected to remain relatively stable from 2028 through mid-2031. VYNDAMAX remains the market leader with 75% of prescription volume within the overall ATTR-CM market. As the only once-daily capsule approved for ATTR-CM with statistically significant reductions in both all-cause mortality and cardiovascular-related hospitalizations with a demonstrated safety profile comparable to placebo, VYNDAMAX is backed by over seven years of market leadership and data from more than 7,000 patients across clinical trials and the largest ATTR-CM registry to date. As of December 31, 2025, Pfizer discontinued the supply of VYNDAQEL in the United States with VYNDAMAX remaining available for eligible patients. The decision followed consultation with clinical experts and patient advocates who agreed that a single-capsule taken once daily enhances patient-centered care and convenience, particularly for those with concomitant conditions requiring multiple oral medications.お知らせ • Apr 23Cipla Limited Announces U.S. Fda Approval for First Ab-Rated Generic of Ventolin HfaCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced that it has received final approval for its Abbreviated New Drug Application (ANDA) for Albuterol Sulfate Inhalation Aerosol, 90 mcg per actuation from the United States Food and Drug Administration (USFDA). It is the first AB–rated generic therapeutic equivalent of Ventolin HFA, marketed by GlaxoSmithKline. Albuterol Sulfate Inhalation Aerosol is indicated for the treatment or prevention of bronchospasm in adult and pediatric patients aged four years and older with reversible obstructive airway disease, as well as for the prevention of exercise–induced bronchospasm in patients aged four years and older. According to IQVIA, the total U.S. albuterol market is valued at approximately $1,500 million. This approval enhances Cipla's U.S. respiratory portfolio and reinforces its leadership in the albuterol inhalation category, with approved generics for both Ventolin HFA and Proventil HFA. The product is backed by Cipla's vertically integrated inhalation platform, reflecting the company's continued investment in U.S.-based manufacturing for complex respiratory therapies. The product will be manufactured at Cipla's newly constructed, dedicated inhalation facility in Fall River, Massachusetts, reinforcing both supply resilience and domestic manufacturing footprint.最新情報をもっと見るRecent updatesNew Risk • May 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹48.03 (down from ₹65.29 in FY 2025). Revenue: ₹277.1b (up 1.6% from FY 2025). Net income: ₹38.8b (down 26% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 14Cipla Limited announces Annual dividendCipla Limited announced Annual dividend of INR 13.0000 per share, ex-date on June 05, 2026 and record date on June 05, 2026.お知らせ • May 13Cipla Limited, Annual General Meeting, Jun 25, 2026Cipla Limited, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 30Pfizer Inc. Enters into Settlement Agreements with Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd for VYNDAMAXPfizer Inc. announced that it has entered into settlement agreements with generic drug manufacturers Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd, regarding lawsuits filed in the U.S. District Court for the District of Delaware for infringement of patents relating to VYNDAMAX (tafamidis), a treatment for cardiomyopathy transthyretin-mediated amyloidosis (ATTR-CM). These settlements extend the effective U.S. patent expiry date for VYNDAMAX to June 1, 2031, subject to the outcome of other litigation. Pfizer had previously anticipated a significant decline in U.S. revenues for VYNDAMAX beginning in 2029 upon patent expiry. As a result of this settlement, revenues are now expected to remain relatively stable from 2028 through mid-2031. VYNDAMAX remains the market leader with 75% of prescription volume within the overall ATTR-CM market. As the only once-daily capsule approved for ATTR-CM with statistically significant reductions in both all-cause mortality and cardiovascular-related hospitalizations with a demonstrated safety profile comparable to placebo, VYNDAMAX is backed by over seven years of market leadership and data from more than 7,000 patients across clinical trials and the largest ATTR-CM registry to date. As of December 31, 2025, Pfizer discontinued the supply of VYNDAQEL in the United States with VYNDAMAX remaining available for eligible patients. The decision followed consultation with clinical experts and patient advocates who agreed that a single-capsule taken once daily enhances patient-centered care and convenience, particularly for those with concomitant conditions requiring multiple oral medications.お知らせ • Apr 23Cipla Limited Announces U.S. Fda Approval for First Ab-Rated Generic of Ventolin HfaCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced that it has received final approval for its Abbreviated New Drug Application (ANDA) for Albuterol Sulfate Inhalation Aerosol, 90 mcg per actuation from the United States Food and Drug Administration (USFDA). It is the first AB–rated generic therapeutic equivalent of Ventolin HFA, marketed by GlaxoSmithKline. Albuterol Sulfate Inhalation Aerosol is indicated for the treatment or prevention of bronchospasm in adult and pediatric patients aged four years and older with reversible obstructive airway disease, as well as for the prevention of exercise–induced bronchospasm in patients aged four years and older. According to IQVIA, the total U.S. albuterol market is valued at approximately $1,500 million. This approval enhances Cipla's U.S. respiratory portfolio and reinforces its leadership in the albuterol inhalation category, with approved generics for both Ventolin HFA and Proventil HFA. The product is backed by Cipla's vertically integrated inhalation platform, reflecting the company's continued investment in U.S.-based manufacturing for complex respiratory therapies. The product will be manufactured at Cipla's newly constructed, dedicated inhalation facility in Fall River, Massachusetts, reinforcing both supply resilience and domestic manufacturing footprint.お知らせ • Apr 11Cipla Limited to Report Q4, 2026 Results on May 13, 2026Cipla Limited announced that they will report Q4, 2026 results on May 13, 2026お知らせ • Mar 17Fennec Pharmaceuticals Inc. Settles Patent Litigation with Cipla Limited and Cipla Usa, Inc. Regarding PedmarkFennec Pharmaceuticals Inc. had entered into an agreement with Cipla Limited and Cipla USA Inc. to settle the litigation between them regarding Cipla’s application to FDA for approval to market a generic version of Fennec’s PEDMARK (sodium thiosulfate injection) product. Under the terms of the agreement, the lawsuit will be dismissed with each party bearing their own costs, and Cipla will not enter the market with its generic sodium thiosulfate product until September 1, 2033, or earlier under certain circumstances.お知らせ • Feb 25+ 1 more updateCipla Appoints Achin Gupta as Global Chief Executive Officer, Effective 1 April 2026Cipla Limited announced on 23 February 2026 that Achin Gupta, currently global chief operating officer, will step up as global chief executive officer from 1 April 2026. He succeeds the outgoing leadership team and will steer Cipla's worldwide operations, market expansion, operational efficiency, and innovation pipeline across its broad portfolio of generics, specialty drugs, and consumer healthcare treatments. Gupta brings more than 20 years of pharmaceutical industry experience to the corner office. Before rejoining Cipla, he spent over eight years at Glenmark Pharmaceuticals in senior roles, having also worked there earlier between 2004 and 2012. His career path also includes key stints at Abbott Laboratories and management consulting firm A.T. Kearney, giving him a well-rounded view of global pharma strategy, operations, and growth. In his current COO role, Gupta has already been deeply involved in streamlining Cipla's supply chain, boosting manufacturing agility, and driving digital transformation moves that positioned the company strongly amid post-pandemic supply challenges and rising competition. As MD and Global CEO, he'll now have full accountability for executing Cipla's long-term vision, from deepening presence in key markets like the US, Europe, and emerging regions to accelerating R&D in complex generics and biosimilars. The appointment comes at a pivotal time for Cipla, as the industry navigates pricing pressures, regulatory shifts, and the push for affordable innovation in chronic therapies. Gupta's track record of scaling operations and delivering consistent performance makes him a logical internal choice to keep the momentum going.Price Target Changed • Jan 27Price target decreased by 8.3% to ₹1,521Down from ₹1,658, the current price target is an average from 36 analysts. New target price is 16% above last closing price of ₹1,315. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of ₹52.43 for next year compared to ₹65.29 last year.Reported Earnings • Jan 24Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹8.37 (down from ₹19.45 in 3Q 2025). Revenue: ₹69.6b (flat on 3Q 2025). Net income: ₹6.76b (down 57% from 3Q 2025). Profit margin: 9.7% (down from 23% in 3Q 2025). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 23Cipla Limited to Report Q3, 2026 Results on Jan 23, 2026Cipla Limited announced that they will report Q3, 2026 results on Jan 23, 2026お知らせ • Oct 31+ 1 more updateCipla Ltd Announces Resignation of Umang Vohra as Chief Executive Officer, Effective March 31, 2026Cipla Ltd. announced a series of key leadership changes as part of its structured succession planning. Umang Vohra, Managing Director and Global Chief Executive Officer (MD & GCEO), has expressed his intention not to seek re-appointment upon the completion of his current term on March 31, 2026.Reported Earnings • Oct 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹16.73 (up from ₹16.13 in 2Q 2025). Revenue: ₹74.5b (up 7.0% from 2Q 2025). Net income: ₹13.5b (up 3.7% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 24Cipla Limited to Report Q2, 2026 Results on Oct 30, 2025Cipla Limited announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 26First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₹16.07 (up from ₹14.58 in 1Q 2025). Revenue: ₹68.4b (up 3.2% from 1Q 2025). Net income: ₹13.0b (up 10% from 1Q 2025). Profit margin: 19% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.3%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 02Cipla Limited to Report Q1, 2026 Results on Jul 25, 2025Cipla Limited announced that they will report Q1, 2026 results on Jul 25, 2025Reported Earnings • Jun 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹65.29 (up from ₹51.05 in FY 2024). Revenue: ₹272.7b (up 6.8% from FY 2024). Net income: ₹52.7b (up 28% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Post-clinical trial products Pre-registration: 13 Approved (during full year): 14 Launched (during full year): 133 Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 20Upcoming dividend of ₹16.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.8%).お知らせ • May 15Cipla Limited Recommends Special Dividend for the financial year ended March 31, 2025The Board of Directors of the Cipla Limited recommended special dividend of INR 3 per equity share on the occasion of completing 90 years of the Company, taking the total dividend to INR 16 per equity share (face value INR 2 each) for the financial year ended 31st March, 2025. The dividend, upon approval by the shareholders, will be paid to shareholders within 30 days from the date of the Annual General Meeting. The record date for the purpose of payment of final dividend, if declared, shall be 27th June, 2025.お知らせ • May 14Cipla Limited announces Annual dividend, payable on August 15, 2025Cipla Limited announced Annual dividend of INR 13.0000 per share payable on August 15, 2025, ex-date on June 27, 2025 and record date on June 27, 2025.Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹65.29 (up from ₹51.05 in FY 2024). Revenue: ₹271.5b (up 6.3% from FY 2024). Net income: ₹52.7b (up 28% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Cipla Limited, Annual General Meeting, Jul 16, 2025Cipla Limited, Annual General Meeting, Jul 16, 2025.お知らせ • Apr 08Cipla Limited to Report Q4, 2025 Results on May 13, 2025Cipla Limited announced that they will report Q4, 2025 results on May 13, 2025お知らせ • Feb 21Cipla Limited Receives Final Approval from United States Food and Drug Administration for New Drug Application Submit for Nilotinib Capsules 50, 150 and 200 MgCipla Limited announced that it has received final approval from the United States Food and Drug Administration (USFDA) for the New Drug Application (NDA) submitted for Nilotinib Capsules 50, 150 and 200 mg on 19 February 2025. Nilotinib is an oncology category product in capsule form for oral consumption and is used for treatment of philadelphia chromosome positive chronic myeloid leukemia (CML). The product is expected to be launched in the financial year 2025-2026 in the United States of America.Reported Earnings • Jan 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹19.45 (up from ₹13.08 in 3Q 2024). Revenue: ₹69.6b (up 7.0% from 3Q 2024). Net income: ₹15.7b (up 49% from 3Q 2024). Profit margin: 23% (up from 16% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Cipla Limited Approves the Elevation of Achin Gupta as Global Chief Operating Officer, Effective 1 February 2025Cipla Limited announced that at its board meeting held on 28 January 2025 has approved the elevation of Mr. Achin Gupta, Chief Executive Officer One India Business (SMP) as the Global Chief Operating Officer (GCOO) of the company with effect from 1 February 2025. Terms of appointment: Full-time employment. Achin Gupta joined Cipla in 2021 as CEO One India business and has been a part of the Management Council. He has led successful growth and transformation of One India business with market beating, double digit growth in revenue & strong growth in profitability, thereby consolidating Cipla's position as the #1 ranked company by volumes. This has been driven by deepening presence in chronic therapies, expansion into Tier 2-6 geographies, establishing category leadership in Wellness brands & building a future-fit trade generics business with direct customer reach. He has also driven strategic partnerships with MNCs positioning Cipla as the preferred partner for in-licensing deals and Innovation portfolio. Achin has reinforced Cipla as a highly patient centric, purpose-driven organization with innovation, execution excellence and digital transformation as the core strengths through launch of Cipla Digital Health, Retail Task Force & multiple consumer centric initiatives which have been recognized in prestigious forums. Achin holds a M Tech degree from IIT Delhi, specializing in Biochemical Engineering and Biotechnology and an MBA from IIM, Ahmedabad. In over two decades of his career, Achin has built a strong track record as an entrepreneurial leader, establishing new businesses across markets in India, Europe and emerging markets.お知らせ • Jan 23Cipla Limited Announces Resignation of Rajeev Kumar Sinha as Global Chief Manufacturing Officer, Effective April 2, 2025Cipla Limited announced that Mr. Rajeev Kumar Sinha, Global Chief Manufacturing Officer and Senior Management Personnel of the Company has resigned due to personal reasons. His last working day will be 2nd April 2025.お知らせ • Jan 06Cipla Limited to Report Q3, 2025 Results on Jan 28, 2025Cipla Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 28, 2025お知らせ • Dec 02Cipla Promoters Reportedly May Sell 1.72% Stake Worth INR 20,000 Million via Block DealPromoters of Cipla Limited (NSEI:CIPLA) are expected to sell shares worth INR 20,000 million through a block deal, according to sources cited in a CNBC-TV18 report. Samina Hamied and Rumana Hamied – daughters of MK Hamied, Vice-Chair and Non-Executive Director on the Cipla board – are planning to sell a 1.72% stake in the company. The floor price for the sale has been set at INR 1,442 per share, reflecting a 6% discount to the current market price. Kotak Securities is likely to serve as the broker for the transaction. The block deal is described as a clean-out trade, indicating that the promoters intend to completely exit their holdings. Earlier in May, the promoters of Cipla had sold a 2.53% stake for INR 27,510 million in a block deal on the NSE. According to the NSE block deal data, Shirin Hamied, wife of MK Hamied, and her two daughters, and Okasa Pharma Private Ltd, all categorised as the promoter group, had then sold 20.4 million shares at INR 1,345 apiece.Reported Earnings • Oct 30Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ₹16.13 (up from ₹14.01 in 2Q 2024). Revenue: ₹69.6b (up 5.6% from 2Q 2024). Net income: ₹13.0b (up 15% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 16Cipla, Alkem Laboratories Reportedly in Final Lap to Buy SMTCipla Limited (NSEI:CIPLA) and Alkem Laboratories Limited (NSEI:ALKEM) have emerged as the frontrunners to acquire a controlling stake in Sahajanand Medical Technologies Limited (SMT), India's largest cardiac stent maker, said people in the know. This follows the withdrawal of rival private equity contenders KKR TPG Capital and Apax Partners after showing initial interest. The deal is expected to value SMT at INR 35,000 million-INR 40,000 million, and binding offers are due by next week, the people said. Promoters of SMT—the Kotadia family— plan to keep a minority stake after the transaction that would see other shareholders also divest their holdings. “They could retain about 15-20% stake post the deal,” said one of the persons cited above. Morgan Stanley PE Asia (Morgan Stanley Private Equity Asia, Inc.) and Samara Capital Markets Holding Limited collectively own 49% of SMT, while Kotak Pre-IPO Opportunities Fund has a 6% stake. The Kotadias own the remaining 45%. SMT is also simultaneously working on plans for a domestic public listing if the shareholders don't get the desired valuation from the stake sale, the people said. They added that an IPO is likely to fetch a comparatively higher valuation for the company. SMT had filed a draft prospectus in 2022 with the market regulator to launch a INR 15,000 million IPO but eventually put the plans in abeyance. A spokesperson for SMT declined to comment. Samara Capital, Morgan Stanley PE Asia, Cipla, and Alkem did not respond to ET's queries.お知らせ • Oct 14Cipla Limited Announces Executive AppointmentsCipla Limited approved appointments of Ms Maya Hari as an Independent Director of the Company and Mr. Kamil Hamied as a Non-Executive Director of the Company.お知らせ • Oct 02Cipla Limited to Report Q2, 2025 Results on Oct 29, 2024Cipla Limited announced that they will report Q2, 2025 results on Oct 29, 2024お知らせ • Sep 04Cipla Limited Announces Resignation of M K Hamied as Vice Chairman and Non-Executive Director, Effective October 29, 2024Cipla Limited announced that at the board meeting held on September 3, 2024, Mr. M K Hamied has resigned from the position of Vice Chairman and Non-Executive Director of the Company with effect from close of business hours of October 29, 2024 due to age and health.お知らせ • Aug 21Cipla Limited Announces Retirement of S. Radhakrishnan, Non-Executive DirectorCipla Limited announced that Mr. S. Radhakrishnan, Non-Executive Director (DIN: 02313000), has retired from Directorship of the Company with effect from the conclusion of 88th Annual General Meeting of the Company held 20th August 2024.お知らせ • Jul 05Cipla Limited to Report Q1, 2025 Results on Jul 26, 2024Cipla Limited announced that they will report Q1, 2025 results on Jul 26, 2024お知らせ • May 22Exelixis Announces Settlement of CABOMETYX® (cabozantinib) Patent Litigation with Cipla Limited and Cipla USAExelixis, Inc. announced that it has entered into a Settlement and License Agreement (Agreement) with Cipla Ltd. and Cipla USA, Inc. (collectively Cipla). This settlement resolves two patent litigations brought by Exelixis in response to Cipla’s Abbreviated New Drug Application (ANDA) seeking approval to market generic versions of CABOMETYX® (cabozantinib) tablets prior to the expiration of the applicable patents. The first case (Civil Action No. 23-287), filed on March 16, 2023, relates to Cipla’s ANDA for a 60 mg cabozantinib dosage strength. The second case (Civil Action No. 24-565-RGA), filed on May 9, 2024, relates to a recent amendment to Cipla’s ANDA, for the primary purpose of seeking additional approval for 20 mg and 40 mg cabozantinib dosage strengths. Pursuant to the terms of the Agreement, Exelixis will grant Cipla a license to market generic versions of CABOMETYX in the United States beginning on January 1, 2031, if approved by the U.S. Food and Drug Administration and subject to conditions and exceptions common to agreements of this type. Additionally, in accordance with the Agreement, the parties will terminate all ongoing Hatch-Waxman litigation between Exelixis and Cipla regarding CABOMETYX patents pending in the U.S. District Court for the District of Delaware. The Agreement is confidential and subject to review by the U.S. Federal Trade Commission (FTC) and the U.S. Department of Justice. The lawsuits will be dismissed after a period of time to allow for FTC review.お知らせ • May 18Cipla Limited Approves the Appointment of Dr. Balram Bhargava as an Independent DirectorCipla Limited approved the appointment of Dr. Balram Bhargava as an Independent Director of the Company, through postal ballot.お知らせ • May 15+ 1 more updatePromoter Group Entities Reportedly Likely to Sell 2.5% Stake in Cipla worth INR 26.37 Billion via Block DealsFour promoter group entities, including Shirin Hamied, Samina Hamied, Rumana Hamied, and Okasa Pharma are planning to sell around 2.53% stake in pharma major Cipla Limited (NSEI:CIPLA) through block deals on May 16, 2024, according to reports. The price range of the block is fixed at INR 1,289-1,357, taking the total deal value to around INR 26.37 billion. ET had earlier reported that Torrent Pharmaceuticals Limited (BSE:500420) is actively considering the buyout of the other family stake in Cipla. Ahmedabad-based Torrent has reached out to several PE funds, including Advent International, L.P.,Bain Capital, LP, Warburg Pincus LLC and CVC Capital Partners Limited, for a minority stake in a consortium, according to the report. The buyers will be revealed once the block deals date will be out on May 16, 2024. Kotak Securities is likely acting as the broker to the deal. Cipla promoters, led by YK Hamied, own about 33% in the company, according to the latest shareholding data available with the exchanges. Meanwhile, public shareholders have holding of around 66.53%.Declared Dividend • May 12Dividend increased to ₹13.00Dividend of ₹13.00 is 53% higher than last year. Ex-date: 2nd August 2024 Payment date: 19th September 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 12Cipla Limited, Annual General Meeting, Aug 20, 2024Cipla Limited, Annual General Meeting, Aug 20, 2024.Reported Earnings • May 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹51.05 (up from ₹34.72 in FY 2023). Revenue: ₹265.2b (up 18% from FY 2023). Net income: ₹41.2b (up 47% from FY 2023). Profit margin: 16% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.お知らせ • May 11+ 1 more updateCipla Limited Announces Retirement of S. Radhakrishnan as Non-Executive DirectorCipla Limited announced that at the board meeting held on May 10, 2024, the company announced the S. Radhakrishnan will retire upon conclusion of the 88th AGM of the Company.お知らせ • Apr 06Cipla Limited to Report Q4, 2024 Results on May 10, 2024Cipla Limited announced that they will report Q4, 2024 results on May 10, 2024お知らせ • Mar 27Cipla Limited Appoints Rajeev Kumar Sinha as Senior Management Personnel and Global Chief Manufacturing Officer, Effective April 1, 2024Cipla Limited announced that Mr. Rajeev Kumar Sinha, presently working as Global Head - Formulations Manufacturing, has been appointed as Senior Management Personnel and Global Chief Manufacturing Officer of the Company with effect from 1st April, 2024. Mr. Rajeev Kumar Sinha is an accomplished leader with over thirty-five years of rich experience in the Operations & Supply Chain domain across diverse industries such as Chemical, FMCG, Foods & Beverages and Pharmaceuticals, and has worked in the Pharmaceutical Operations [both Formulations & API] since 2016. Prior to joining Cipla, Mr. Rajeev was Executive Vice President and Global Head - Formulations Operations at Glenmark Pharmaceuticals, India. In this role, he was functional steward of Global Formulations Operations. He led 12 Formulations Manufacturing Units (India, US, Argentina, Czech) and enhanced service levels through operations excellence, improvement in overall equipment effectiveness and quality performance. Prior to this, Mr. Rajeev has worked with PepsiCo, Cadbury India Limited, ICI India Limited (Paints Division), Hindustan Unilever Limited and ICI India Limited (Explosives Division). In Cipla, Mr. Rajeev has led Global Operations Strategy & Excellence, Formulations Manufacturing Operations and API Manufacturing Operations. Mr. Rajeev has played a pivotal role in driving Cipla's transformation towards becoming a digitally agile company as well as reimagining its operations across the value chain, breaking barriers of technology to move the company to top quartile /top decile performance chosen areas. He strengthened the Global Operations Excellence Function through Network Optimization, embedding a culture of Lean Six Sigma in Manufacturing Operations and focusing the Manufacturing Science & Technology Group for enhanced Product & Process Robustness, Technical Capability and Complex Investigations Capability. His leadership and insights have helped the organization in sustaining cost leadership in Operations, maintaining legacy of Quality in Manufacturing and superior value creation through Engineering. He holds a Bachelor of Technology degree in Mechanical Engineering from IIT Kanpur [1989].お知らせ • Mar 15Cipla Limited Appoints Venkata Sai Mungara as Senior Management Personnel and Global Head - Supply Chain, Effective from 1 April 2024Cipla Limited announced that Mr. Venkata Sai Mungara, presently working as Vice- President and Head Regional Supply Chain, North America, has been appointed as Senior Management Personnel and Global Head - Supply Chain of the Company with effect from 1st April 2024. Terms of appointment: Full-time employment. Mr. Venkata Sai Mungara is an accomplished leader with over two and half decades of rich experience in the supply chain domain out of which over 10 years of his experience has been in the pharmaceutical industry. In his earlier roles, Mr. Mungara has worked with Sun Pharmaceuticals, Dr. Reddy's Labs and Triniti Corp. He holds a PhD in Chemical Engineering and Statistics from Iowa State University, and a B. Tech in Chemical Engineering from IIT, Kharagpur. In Cipla, Mr. Mungara made significant contributions which enabled growth for North America business by ramping up and optimizing third party supply chain operations, re-designing and driving productivity enhancement projects. His leadership helped in driving improvement in the visibility of supplies, reduction of air shipments resulting into significant cost reduction in logistics and de-risking of multiple products.Price Target Changed • Jan 29Price target increased by 8.7% to ₹1,391Up from ₹1,280, the current price target is an average from 36 analysts. New target price is approximately in line with last closing price of ₹1,337. Stock is up 29% over the past year. The company is forecast to post earnings per share of ₹50.84 for next year compared to ₹34.72 last year.お知らせ • Jan 25Cipla Limited Announces Resignation of Ms. Samina Hamied as Executive Vice ChairpersonCipla Limited announced that effective close of business hours of 31st March, 2024, Ms. Samina Hamied has decided to step down from the position of Executive Vice Chairperson of the company, while continuing as a non-executive director liable to retire by rotation. The Board has accepted the above letter in its meeting held on 25th January, 2024. Effective close of business hours of 31st March, 2024, Ms. Samina Hamied has decided to step down from the position of Executive Vice Chairperson of the Company while continuing as a non-executive director liable to retire by rotation. Samina Hamied is an alumna of the London School of Economics. She has worked with the leading global firm Goldman Sachs (UK & US). Samina joined the Cipla leadership team in 2011 as Executive Director, and Global Head - Strategy, M&A & Cipla New Ventures. She has been instrumental in driving the Company's transformation agenda; playing a key role in successfully incubating Cipla's consumer health business and spearheading the company's ambitious foray into the US market with strategic acquisitions. Samina has built a top-class leadership pipeline for the Company as it continues to spread its wings globally. In her previous role as the Executive Vice-Chairperson of Cipla, Samina focused on board and governance issues, in addition to furthering Cipla's strategic priorities through key global partnerships, corporate culture, hiring the right talent, and public advocacy. Samina also chaired the Inclusion & Diversity Council at Cipla. Recognised as the third generation of the founding family, Samina has been feted for her diverse work experience and business knowledge. She was amongst Business Today's `Most Powerful Women in Business' in 2017 & 2022. In 2018, Forbes featured Samina in the `Top 25 Emergent Women Business Leaders in Asia'. Fortune India named her amongst the `Most Powerful Women in Business for five consecutive years (2018-2022). She was awarded `Businesswoman of the Year' at The Economic Times Awards for Corporate Excellence in 2021. Most recently, Samina was conferred the `EY Entrepreneur of the Year 2022' in life sciences and healthcare category; and was named among the `Most Influential Women in Healthcare 2023' by BW Healthcare World.Reported Earnings • Jan 23Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹13.08 (up from ₹9.92 in 3Q 2023). Revenue: ₹65.1b (up 12% from 3Q 2023). Net income: ₹10.6b (up 32% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: ₹14.01 (vs ₹9.78 in 2Q 2023)Second quarter 2024 results: EPS: ₹14.01 (up from ₹9.78 in 2Q 2023). Revenue: ₹68.5b (up 18% from 2Q 2023). Net income: ₹11.3b (up 43% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.お知らせ • Oct 25Torrent Pharmaceuticals Reportedly Bid to Acquire the Stake of Cipla Stalled over Valuation DifferencesTorrent Pharmaceuticals Limited (BSE:500420)'s bid to acquire the stake of the promoter, the Hamied family, in Cipla Limited (NSEI:CIPLA) has stalled over valuation differences, said people with knowledge of the matter. That has derailed plans to create one of India's biggest pharmaceutical companies, at least for now. The third generation of the Hamied family had been in discussions with their counterparts, the Sudhir and Samir Mehta family of Torrent. Negotiations have been suspended by mutual agreement and may be revived later, said the people cited. The bid-ask gap is 15-20%, which appears to stem from the surge in Cipla shares since news of a potential stake sale by the Hamieds became public. Talks may resume if both sides find a meeting ground on the valuation, especially if the stock returns to `900-1,000 levels, said the people cited above. “It's pens down at Torrent's side,” said one of them. “The control premium asked will be difficult to bridge and then get an equity upside. Once things cool off, I do believe re-engagement is possible." Technically, Cipla is free to negotiate with others, but Torrent is said to be the sole player left. The Cipla stock surge had seen rival contenders Baring PE Asia-EQT, the Abu Dhabi Investment Authority and Blackstone baulk at rising valuations. They too might jump back into the fray if the stock price drops, said investment banking sources.お知らせ • Oct 24Torrent Pharma Calls the Reports of Cipla Acquisition as SpeculativeTorrent Pharmaceuticals Limited (BSE:500420) on October 23, 2023 called the reports about the drug maker in the race to acquire the promoters' stake in Cipla Limited (NSEI:CIPLA) as "speculative". "As a policy we don't want to comment on speculative news," said Sudhir Mehta, Chairman Emeritus of Torrent Pharma, referring to reports about the race to acquire Cipla at the company's earnings call. Mehta said the company's capital allocation will be largely geared towards India. "India is something which we understand properly, and we have a track record of successfully integrating most of the acquired businesses," Mehta said. Mehta said the leverage the company would take will depend on the cash flows of acquired business. In the past during the Unichem acquisition Torrent took 3x of net debt to EBITDA, which came down substantially over the period of two years. "Starting at 3x is something which would be comforting, provided that over the next two years the leverage is coming down substantially to maybe 1.5-2x," Mehta said.お知らせ • Oct 11Family Rift Clouds $7 Billion Sale of CiplaDifferences within the Hamied family, Cipla Limited's (NSEI:CIPLA) promoters, over the pricing of the deal and the decision of patriarch Yusuf K. Hamied to sell the drugmaker threaten to derail the $7 billion sale plan, according to five people aware of the discussions. Any sale may take longer than anticipated since a consensus is yet to emerge within the Hamied family, the people said on condition of anonymity. Some family members have questioned the deal's pricing of around INR 1,200 per share and the family's decision to exit the eight-decade-old business. "The third-generation of the Cipla promoter group family is not keen to exit at this stage unless a substantial premium is offered to their shareholding," said the second person. According to the first person, Sophie Ahmed (Yusuf Hamied's sister) and Samina Hamied (Yusuf's younger brother M.K. Hamied's daughter), who together own 7.93% of Cipla, are not in favour of the deal. Samina Hamied declined to comment on the matter. Emails sent to Hamied family members remained unanswered. According to several news reports, Gujarat-based Torrent Pharmaceuticals Limited (BSE:500420) has evinced interest in buying the promoter stake and taking over Cipla, valuing the company at over INR 1 trillion.お知らせ • Oct 05Cipla Limited to Report Q2, 2024 Results on Oct 27, 2023Cipla Limited announced that they will report Q2, 2024 results on Oct 27, 2023お知らせ • Sep 21Blackstone Reportedly Withdraws Plan to Acquire Founders' Stake in CiplaBlackstone Inc. (NYSE:BX) withdraws plan to acquire founders' stake in Cipla Limited (NSEI:CIPLA).お知らせ • Sep 19Torrent Pharma Reportedly in Advance Talks with CVC Capital to Buyout Cipla PromotersTorrent Pharmaceuticals Limited (BSE:500420) is in advanced negotiations with CVC Capital Partners Limited to form a consortium and raise at least $1.2-$1.5 billion from the European buyout fund as the Ahmedabad-based pharma-power conglomerate puts together a INR 600,000 million ($7 billion) acquisition financing package, one of the largest in recent times, to acquire rival Cipla Limited (NSEI:CIPLA), said people in the know.お知らせ • Sep 15Cipla's Founding Family's Stake Sale Reportedly in Jeopardy over $13 Billion Valuation TargetThe sale of a stake in Cipla Limited (NSEI:CIPLA) is in jeopardy as potential buyers have balked at the INR 1.09 trillion ($13.1 billion) valuation members of the founding family are targeting for the Indian firm in a deal, according to people familiar with the matter. Negotiations between the family members and prospective buyers, including companies in the industry and private equity firms, are no longer moving forward, as the founders are demanding about INR 1,350 per share, the people said. The price represents a premium of about 10% over September 13, 2023’s close, according to Bloomberg calculations. The family shareholder group, known in India as the promoter group, controls around 33% of Cipla's shares, which are worth nearly $4 billion at September 13, 2023’s closing price. Cipla shares have climbed about 16% since CNBC-TV18 reported on July 27 the Hamied family was likely to sell part of their stake. The family members could sell some or all of their respective stakes in Cipla, the people said, asking not to be identified as the information isn't public. Deliberations are ongoing and no final decision has been made on the deal, the people said. The family members can still revise the asking price lower or decide not to proceed with the sale, according to the people. A spokesperson for the firm didn't respond to requests for comment.お知らせ • Sep 07Bain Capital Reportedly Approaches Dr. Reddy's Laboratories to Explore Joint Bid to Buy Out the Promoters of CiplaBain Capital, LP has approached Dr. Reddy's Laboratories Limited (BSE:500124) (DRL) to explore a joint bid to buy out the promoters of Cipla Limited (NSEI:CIPLA), the Hamied family. Last week, senior leadership from both sides met along with their advisors to discuss and formalise a strategy, said people aware of the development. DRL is believed to be evaluating the opportunity and countering the offer by Torrent Pharmaceuticals Limited (BSE:500420), currently the sole Indian strategic investor in the fray. Torrent has submitted a non-binding bid for the Hamieds' stake in the 88-year-old company, competing against PE firms Blackstone Inc. (NYSE:BX) and Baring Private Equity Asia-EQT (BPEA-EQT). Bain Capital is also one of the PE funds that Torrent has been in discussions with to raise as much as INR 83 billion ($1 billion) as part of its financing plan for a potential $7 billion plus buyout, the largest ever in India, ET reported September 1. If DRL decides to participate, then not only will it enhance the competitive bidding landscape for Cipla but a merged entity would become the number two Indian-origin pharma major at home by revenue, with a consolidated market share of 8% (based on June 2023 IPM data) and also in the US and emerging markets.お知らせ • Sep 05Torrent Pharmaceutical Leads in the Race to Acquire CiplaTorrent Pharmaceuticals Limited (BSE:500420) has emerged as a frontrunner to acquire its rival Cipla Limited (NSEI:CIPLA) with its non-binding offer 30% higher than American private equity major, Blackstone Inc. (NYSE:BX)'s offer.お知らせ • Sep 01Torrent Reportedly in Top Gear to Close Out Cipla Buyout, in Talks with PES, Banks for FundsTorrent Pharmaceuticals Limited (BSE:500420) is cranking up its efforts to put together financing to buy out the promoter family of Cipla Limited (NSEI:CIPLA), said several people with knowledge of the matter, emerging as a key contender to conclude the largest pharma sector acquisition in the country till date. This includes a likely INR 83,000 million ($1 billion) equity infusion from one or more private equity players, they said. Ahmedabad-based Torrent has reached out to several PE funds, including including Advent International Corporation, Bain Capital, LP, Warburg Pincus LLC and CVC Capital Partners Limited, for a minority stake in a consortium. In addition, it is in talks with domestic shadow banks and mutual funds for INR 90,000-100,000 Million ($1.1 billion) in share-backed promoter financing. Torrent's founders, the Sudhir and Samir Mehta family, own 71.25% as promoters. That's amongst the highest promoter ownership in Indian pharma and they are seeking to use that headroom to dilute equity to raise leverage. They are also in separate discussions with foreign banks - Standard Chartered, JP Morgan, MUFG, Citi and Barclays among others - to raise as much INR 320,000-350,000 million (up to $4.23 billion) against the cashflows of the target as acquisition financing. The lenders are expected to revert with funding commitment letters at the earliest, said the sources mentioned above. JP Morgan is also advising Torrent Pharma. Bain, Advent, Warburg and CVC declined to comment. The financing terms are still being worked on and may change in the coming days. The PE discussions too are at an early stage and may get adversely impacted if Cipla's valuation keeps going up. Torrent is currently aiming at submitting a binding offer in early October.お知らせ • Aug 24Torrent Reportedly Joins Fray for Hamied Family Stake in CiplaTorrent Pharmaceuticals Limited (BSE:500420) has joined the race to buy out the Hamied family's stake in Cipla Limited (NSEI:CIPLA), said people aware of the matter, in what could be the biggest pharma deal since 2014. The competition includes Blackstone Inc. (NYSE:BX), the biggest buyout fund, and Baring PE Asia-EQT (BPEA EQT). Torrent, advised by JP Morgan, is looking to form a consortium with private equity funds and has had preliminary discussions with a few. Lenders tapped In parallel, it has approached multiple lenders for funding and is keen to make an all-cash offer. Work has intensified in the past month, said one of the people mentioned above. Cipla and Torrent didn't respond to queries. JP Morgan declined to comment.お知らせ • Aug 05Blackstone Reportedly to Submit Bid for over 33% Stake in CiplaBlackstone Inc. (NYSE:BX) is expected to submit a non-binding bid next week for acquiring over 33% promoter stake in India's third-large generics company by revenues 'Cipla Limited' (NSEI:CIPLA), according to a report published by Economic Times. With this, the eventual exit process of the Hamied family from the company started in 1935, will be formally started. Moneycontrol earlier reported that Cipla's top shareholders are in talks to sell around 33.47% of their stake in the company to private equity players including Blackstone and Baring Asia (BPEA EQT). The company hired an investment bank to advise on the deal.お知らせ • Jul 28Cipla Promoters Reportedly Mull Stake Sale to Top PE Firms Blackstone, Baring AsiaPromoters of Cipla Limited (NSEI:CIPLA) are in talks with top private equity (PE) players to sell a part of their total holding in the company, according to a media report. An investment bank has been hired to advise on the deal, and Blackstone Inc. (NYSE:BX), BPEA EQT (Baring Asia), among others, are in talks to explore a deal, the report said, citing three independent sources. The promoters own a 33.47% stake in Cipla, and this move is seen as a step towards succession planning for the company, the report said. “They (promoters) are evaluating options for a strategic investor to come on board to revamp future strategy to enhance capital allocation, operational efficiency to improve return metrics,” the report said, further citing one of the sources. The news was reported by Moneycontrol. However, the company has issued a clarification on CNBC-TV18, saying that "the company is not aware of any event that requires disclosure under Listing Regulations. The company will make appropriate disclosure in compliance with the listing regulations as and when any such requirement arises".お知らせ • Jul 27Cipla Limited Announces Change in ManagementCipla Limited informed that due to change in reporting structure, Mr. Sharad Jain, Lead Project Management Office, shall not be regarded as senior management of the Company with effect from 26th July 2023.Reported Earnings • Jul 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹34.72 (up from ₹31.20 in FY 2022). Revenue: ₹225.6b (up 3.9% from FY 2022). Net income: ₹28.0b (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Post-clinical trial products Pre-registration: 71 Approved (during full year): 4 Launched (during full year): 78 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jul 12Cipla Limited, Annual General Meeting, Aug 10, 2023Cipla Limited, Annual General Meeting, Aug 10, 2023, at 15:00 Indian Standard Time.お知らせ • Jul 06Cipla Limited to Report Q1, 2024 Results on Jul 26, 2023Cipla Limited announced that they will report Q1, 2024 results on Jul 26, 2023お知らせ • May 16Shibam Group Holding Limited entered into a binding term sheet to acquire additional 51% stake in Saba Investment Ltd from Cipla Limited (NSEI:CIPLA) for $6.5 million.Shibam Group Holding Limited entered into a binding term sheet to acquire additional 51% stake in Saba Investment Ltd from Cipla Limited (NSEI:CIPLA) for $6.5 million on May 15, 2023. Shibam Group Holding Limited currently holds a stake of 49% in Saba.Transaction is expected to close on within 120 days from the date of signing of the binding term sheet or upon satisfaction of closing conditions as agreed in the definitive agreement.Reported Earnings • May 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹34.72 (up from ₹31.20 in FY 2022). Revenue: ₹232.3b (up 7.0% from FY 2022). Net income: ₹28.0b (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.お知らせ • May 13+ 1 more updateCipla Limited Announces Resignation of Peter Mugyenyi as Independent Director, Effective May 13, 2023Cipla Limited announced the resignation of Peter Mugyenyi as Independent Director of the Company with effect from May 13, 2023.Reported Earnings • Jan 26Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹9.92 (up from ₹9.03 in 3Q 2022). Revenue: ₹58.1b (up 6.0% from 3Q 2022). Net income: ₹8.01b (up 9.9% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 19Cipla Limited Announces the Launch of CippointCipla Limited announced the launch of Cippoint, a point-of-care testing device. This device offers a wide range of testing parameters including cardiac markers, diabetes, infectious diseases, fertility, thyroid function, inflammation, metabolic markers, and coagulation markers. The device is CE IVD approved - indicating the device is approved by the European In-Vitro Diagnostic Device Directive, thus ensuring reliable testing solutions. With entry in these new segments, Cipla has expanded its product offerings for diagnostics laboratories and aims to bridge the current gap in the diagnostic ecosystem in India by providing reliable and accurate tests at affordable prices. Cippoint - an immunofluorescence based quantitative analyser, will allow healthcare professionals to get test results in 3 to 15 minutes, thus enabling a faster clinical decision-making process. Cippoint has an automated system and user-friendly interface which can be used even in rural areas, mobile vans, and remote areas with limited infrastructure. Cippoint aims to enable smaller healthcare establishments provide an accurate point-of-care testing experience, ultimately improving patient health outcomes.お知らせ • Dec 30Cipla Limited to Report Q3, 2023 Results on Jan 25, 2023Cipla Limited announced that they will report Q3, 2023 results on Jan 25, 2023お知らせ • Nov 29Cipla Limited and Cipla Usa Inc. Announces the Launch of Leuprolide Acetate Injection Depot 22.5MgCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced the launch of Leuprolide Acetate Injection Depot 22.5mg. The product was approved by the United States Food and Drug Administration ("US FDA") based on a New Drug Application (NDA) submitted under the 505(b)(2) regulatory pathway. Leuprolide Acetate Injection Depot contains 22.5 mg of leuprolide acetate for 3- month administration given as a single dose injection. It is supplied as lyophilized microspheres in a single dose vial as a kit with a prefilled syringe containing 2mL 0.8% mannitol solution and an easy-to-use MIXJECT® transfer device for a single dose injection. It is indicated for palliative treatment of advanced prostate cancer. The active ingredient, route of administration, dosage form and strength are the same as LUPRON DEPOT® 22.5 mg strength, from Abbvie. According to IQVIA, LUPRON DEPOT® 22.5mg had US sales of approximately $197M for the 12-month period ending September 2022.Price Target Changed • Nov 16Price target increased to ₹1,208Up from ₹1,122, the current price target is an average from 39 analysts. New target price is 7.7% above last closing price of ₹1,121. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹39.16 for next year compared to ₹31.20 last year.Price Target Changed • Nov 09Price target increased to ₹1,202Up from ₹1,122, the current price target is an average from 39 analysts. New target price is 6.3% above last closing price of ₹1,131. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹39.06 for next year compared to ₹31.20 last year.Reported Earnings • Nov 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ₹9.78 (up from ₹8.82 in 2Q 2022). Revenue: ₹60.5b (up 9.7% from 2Q 2022). Net income: ₹7.89b (up 11% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 12Cipla Limited to Report Q2, 2023 Results on Nov 04, 2022Cipla Limited announced that they will report Q2, 2023 results on Nov 04, 2022お知らせ • Sep 23Cipla Limited Receives the Establishment Inspection Report Indicating Closure of the InspectionCipla Limited announced that following the product specific Pre-Approval Inspection (PAI) by the United States Food and Drug Administration (USFDA) at the Indore plant from June 27, 2022 to July 1, 2022, the Company has now received the Establishment Inspection Report (EIR) indicating closure of the inspection.お知らせ • Sep 08+ 1 more updateCipla Limited Declares Final Dividend for the Financial Year Ended March 31, 2022At the 86th Annual General Meeting of Cipla Limited held on August 26, 2022, passed the proposal for declaration of dividend. The board has recommended a final dividend of INR 5 per equity share for the financial year ended March 31, 2022. Upon approval by the shareholders, the company will endeavor to pay the dividend within seven working days from the date of declaration, but in no event, it will be less than 30-days from the date of the annual general meeting.お知らせ • Sep 02Cipla Limited (NSEI:CIPLA) agreed to acquire additional 13.10% stake in Jiangsu Acebright Pharmaceutical Co. Limited for USD 16.40 million.Cipla Limited (NSEI:CIPLA) agreed to acquire additional 13.10% stake in Jiangsu Acebright Pharmaceutical Co. Limited for USD 16.40 million on September 1, 2022. Cipla Limited (NSEI:CIPLA) stake will increase to 93.10% after this transaction.お知らせ • Aug 17Cipla Limited Announces Executive ChangesCipla Limited at its Board of Directors meeting held on August 16, 2022, has approved the appointment of Mr. Ashish Adukia as the Global Chief Financial Officer and Key Managerial Personnel of the Company. This appointment will relieve Mr. Dinesh Jain from the additional responsibility of interim Chief Financial Officer. w.e.f. 16th August 2022. Mr. Dinesh Jain will continue as Senior Vice-President & Head-Corporate Finance. Mr. Ashish Adukia is an accomplished leader with close to two decades of rich experience spanning across investment banking and a large Indian conglomerate. His proven success in building and scaling organizations reflects his focus on strategy and transformative excellence. He also possesses deep capital market knowledge and valuable cross-industry experience. In his earlier assignment, Ashish was the Chief Financial Officer of Grasim Industries, the company of the Aditya Birla Group (ABG) and was part of the leadership team. Prior to this role, Ashish was the Group Head of Corporate Finance at ABG and worked closely with the Group Chairman on multiple strategic transactions. Prior to ABG, he has worked as an investment banker with organizations like Morgan Stanley, Citigroup and PwC. Ashish is a Chartered Accountant and MMS (Finance) from JBIMS. In 2017, he featured in Fortune India's 40 under 40 list.Upcoming Dividend • Aug 01Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 25 September 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.0%).Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: ₹8.51 (vs ₹8.86 in 1Q 2022)First quarter 2023 results: EPS: ₹8.51 (down from ₹8.86 in 1Q 2022). Revenue: ₹53.8b (down 2.3% from 1Q 2022). Net income: ₹6.86b (down 4.0% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 24% per year.お知らせ • Jul 30Cipla Limited, Annual General Meeting, Aug 26, 2022Cipla Limited, Annual General Meeting, Aug 26, 2022, at 15:00 Indian Standard Time.お知らせ • Jul 29Cipla Limited Recommends Final Dividend for Fiscal Year 2021-22Cipla Limited recommended final dividend of INR 5/- per equity share for fiscal year 2021-22, subject to the approval of the shareholders at the upcoming 86th Annual General Meeting to be held on 26 August 2022. Record date is 10 August 2022.お知らせ • Jul 09Cipla Limited to Report Q1, 2023 Results on Jul 29, 2022Cipla Limited announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • Jul 05Cipla Limited Notifies That the United States Food and Drug Administration Conducted A Pre Approval InspectionThe United States Food and Drug Administration conducted a Pre Approval Inspection ("PAI") at Cipla Limited's Indore plant from June 27, 2022 to July 1, 2022. Cipla Limited has received 2 observations on FDA Form 483 with respect to ANDA filed for the product to be manufactured at the said plant. There is no data integrity observation. The PAI is part of the routine business operations and the Company is committed to addressing these observations and will submit its response to US FDA within the stipulated time.お知らせ • Jun 28Cipla Limited (NSEI:CIPLA) agreed to acquire unknown stake in GoApptiv Private Limited.Cipla Limited (NSEI:CIPLA) agreed to acquire unknown stake in GoApptiv Private Limited on June 27, 2022. Cipla's stake in GoApptiv post completion of acquisition and subscription of additional shares would be 22.02%, on a fully diluted basis. In accordance with the definitive agreements, Cipla would additionally invest an amount of Rs. 25.90 crore Percentage of shareholding / control (approx.) in following manner. Acquisition of 4,618 Equity Shares of face value Rs. acquired 10 per share. Subscription to 9,889 Series A Compulsorily Convertible Preference Shares of face value Rs. 10 per share. Nature of consideration will be in cash. Transaction is expected to be completed in 30 days.お知らせ • Jun 19Cipla Limited (NSEI:CIPLA) entered into a definitive agreement to acquire an unknown minority stake in Achira Labs Pvt. LtdCipla Limited (NSEI:CIPLA) entered into a definitive agreement to acquire an unknown minority stake in Achira Labs Pvt. Ltd on June 17, 2022. nature of consideration is in cash in accordance with the definitive agreements, Cipla would invest an amount of INR 250 million for acquisition / subscription of 21.05% stake in Achira. Post-acquisition, Achira will become an associate of Cipla Limited. As of March 31, 2022. Achira reported a turnover of INR 137.9 million. the transaction is expected to close within 60 days from the signing of definitive agreements or such other date mutually agreed between the parties.お知らせ • Jun 15The South African Health Products Regulatory Authority Approves Sweet-Tasting, Heat-Stable, 4-In-1 Fixed-Dose Combination of Four Antiretroviral Treatments Developed by Cipla and DNDiThe South African Health Products Regulatory Authority (SAHPRA) has approved a sweet-tasting, heat-stable, `4-in-1' fixed-dose combination of four antiretroviral (ARV) treatments composed of abacavir, lamivudine, lopinavir, and ritonavir that is specifically designed for infants and young children with HIV. This combination treatment has been developed by Cipla Limited and the not-for-profit Drugs for Neglected Diseases initiative (DNDi). This new formulation represents a significant improvement over protease inhibitor-containing paediatric ARV formulations that have been used in South Africa for decades. It does not require refrigeration, has a sweet taste and is easy to administer to infants and children of different weights and ages, a major improvement for both children and their caregivers over previously available formulations. The country has 238,000 children under the age of 15 living with HIV - the high in the world. The `4-in-1' combination contains an antiretroviral combination that is recommended by the World Health Organization (WHO) as an alternative first-line regimen for infants and young children with HIV - in the form of granule-filled capsules. Caretakers will be able to give the medicine to children by sprinkling the granules over soft food like porridge or dissolving it in water or milk. Until recently, the only WHO-recommended lopinavir-based treatment available for babies and very young children in South Africa consisted of a syrup that contained 40% alcohol and required refrigeration. Caregivers struggled to give this bitter-tasting formulation to young children, leading to poor adherence. Caregivers without refrigeration had a very difficult time storing the formulations - sometimes burying them in the ground to keep them cold. Now, there are multiple new child-friendly formulations of WHO-recommended regimens being introduced - including paediatric formulations of dolutegravir-containing regimens - representing a long-awaited and long overdue `treatment revolution' for children with HIV. Without treatment, half of children with HIV will die before turning two. Worldwide, 2.78 million children and adolescents are living with HIV - 88% of them in sub-Saharan Africa - but only 54% have access to treatment, according to UNICEF. The 4-in-1 was developed and registered with the financial support of Unitaid; the French Development Agency; the Swiss Agency for Development and Cooperation; Médecins Sans Frontières International; the UBS Optimus Foundation; the Monegasque Cooperation for Development; MSF Norway; the Spanish Agency for International Development Cooperation; and other private foundations and individuals.お知らせ • May 12+ 1 more updateCipla Limited Recommends Dividend for the Year 2021-22The Board of the Directors of Cipla Limited, at its meeting held on 10 May 2022 The Board of Directors also recommended the payment of a dividend of INR 5 per equity share (face value INR 2 per equity share) for the year 2021-22. The dividend, upon approval by the shareholders, will be paid to shareholders within 30 days from the date of the Annual General Meeting.株主還元500087IN PharmaceuticalsIN 市場7D-2.3%1.5%-0.2%1Y-5.8%11.3%0.02%株主還元を見る業界別リターン: 500087過去 1 年間で11.3 % の収益を上げたIndian Pharmaceuticals業界を下回りました。リターン対市場: 500087は、過去 1 年間で0 % のリターンを上げたIndian市場を下回りました。価格変動Is 500087's price volatile compared to industry and market?500087 volatility500087 Average Weekly Movement4.1%Pharmaceuticals Industry Average Movement6.6%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 500087 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 500087の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト193530,313Achin Guptawww.cipla.comシプラ・リミテッドは子会社とともに、インド、米国、南アフリカ、および国際的な医薬品の製造、開発、販売、流通に従事している。医薬品部門と新規事業部門を通じて事業を展開している。同社は、心筋梗塞、狭心症、心臓病、肺疾患、腎不全、アルツハイマー病、高血圧、不整脈、脂質異常症、糖尿病など様々な治療領域向けに、ジェネリック医薬品やブランドジェネリック医薬品、ワクチン、原薬、製剤を提供している、脂質異常・糖尿病、肥満、中枢神経系、HIV/AIDS、呼吸器、喘息、泌尿器、腫瘍、心臓代謝、小児、感染症・重症疾患、肝炎、女性の健康、眼科、神経精神科などである。また、コンシューマーヘルスケア、バイオシミラー、スペシャリティ事業にも携わっている。シプラ社は1935年に設立され、インドのムンバイに本社を置いている。もっと見るCipla Limited 基礎のまとめCipla の収益と売上を時価総額と比較するとどうか。500087 基礎統計学時価総額₹1.13t収益（TTM）₹38.79b売上高(TTM)₹277.12b29.1xPER（株価収益率4.1xP/Sレシオ500087 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計500087 損益計算書（TTM）収益₹277.12b売上原価₹95.49b売上総利益₹181.63bその他の費用₹142.83b収益₹38.79b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）48.02グロス・マージン65.54%純利益率14.00%有利子負債／自己資本比率0.7%500087 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り27%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 02:49終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cipla Limited 35 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。56 アナリスト機関Rohit Bhat360 ONE Capital Market Private LimitedGaurav TinaniAmbit Capitalnull nullAnand Rathi Shares and Stock Brokers Limited53 その他のアナリストを表示
New Risk • May 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹48.03 (down from ₹65.29 in FY 2025). Revenue: ₹277.1b (up 1.6% from FY 2025). Net income: ₹38.8b (down 26% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 14Cipla Limited announces Annual dividendCipla Limited announced Annual dividend of INR 13.0000 per share, ex-date on June 05, 2026 and record date on June 05, 2026.
お知らせ • May 13Cipla Limited, Annual General Meeting, Jun 25, 2026Cipla Limited, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 30Pfizer Inc. Enters into Settlement Agreements with Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd for VYNDAMAXPfizer Inc. announced that it has entered into settlement agreements with generic drug manufacturers Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd, regarding lawsuits filed in the U.S. District Court for the District of Delaware for infringement of patents relating to VYNDAMAX (tafamidis), a treatment for cardiomyopathy transthyretin-mediated amyloidosis (ATTR-CM). These settlements extend the effective U.S. patent expiry date for VYNDAMAX to June 1, 2031, subject to the outcome of other litigation. Pfizer had previously anticipated a significant decline in U.S. revenues for VYNDAMAX beginning in 2029 upon patent expiry. As a result of this settlement, revenues are now expected to remain relatively stable from 2028 through mid-2031. VYNDAMAX remains the market leader with 75% of prescription volume within the overall ATTR-CM market. As the only once-daily capsule approved for ATTR-CM with statistically significant reductions in both all-cause mortality and cardiovascular-related hospitalizations with a demonstrated safety profile comparable to placebo, VYNDAMAX is backed by over seven years of market leadership and data from more than 7,000 patients across clinical trials and the largest ATTR-CM registry to date. As of December 31, 2025, Pfizer discontinued the supply of VYNDAQEL in the United States with VYNDAMAX remaining available for eligible patients. The decision followed consultation with clinical experts and patient advocates who agreed that a single-capsule taken once daily enhances patient-centered care and convenience, particularly for those with concomitant conditions requiring multiple oral medications.
お知らせ • Apr 23Cipla Limited Announces U.S. Fda Approval for First Ab-Rated Generic of Ventolin HfaCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced that it has received final approval for its Abbreviated New Drug Application (ANDA) for Albuterol Sulfate Inhalation Aerosol, 90 mcg per actuation from the United States Food and Drug Administration (USFDA). It is the first AB–rated generic therapeutic equivalent of Ventolin HFA, marketed by GlaxoSmithKline. Albuterol Sulfate Inhalation Aerosol is indicated for the treatment or prevention of bronchospasm in adult and pediatric patients aged four years and older with reversible obstructive airway disease, as well as for the prevention of exercise–induced bronchospasm in patients aged four years and older. According to IQVIA, the total U.S. albuterol market is valued at approximately $1,500 million. This approval enhances Cipla's U.S. respiratory portfolio and reinforces its leadership in the albuterol inhalation category, with approved generics for both Ventolin HFA and Proventil HFA. The product is backed by Cipla's vertically integrated inhalation platform, reflecting the company's continued investment in U.S.-based manufacturing for complex respiratory therapies. The product will be manufactured at Cipla's newly constructed, dedicated inhalation facility in Fall River, Massachusetts, reinforcing both supply resilience and domestic manufacturing footprint.
New Risk • May 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 116% Dividend yield: 0.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹48.03 (down from ₹65.29 in FY 2025). Revenue: ₹277.1b (up 1.6% from FY 2025). Net income: ₹38.8b (down 26% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 14Cipla Limited announces Annual dividendCipla Limited announced Annual dividend of INR 13.0000 per share, ex-date on June 05, 2026 and record date on June 05, 2026.
お知らせ • May 13Cipla Limited, Annual General Meeting, Jun 25, 2026Cipla Limited, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 30Pfizer Inc. Enters into Settlement Agreements with Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd for VYNDAMAXPfizer Inc. announced that it has entered into settlement agreements with generic drug manufacturers Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd, regarding lawsuits filed in the U.S. District Court for the District of Delaware for infringement of patents relating to VYNDAMAX (tafamidis), a treatment for cardiomyopathy transthyretin-mediated amyloidosis (ATTR-CM). These settlements extend the effective U.S. patent expiry date for VYNDAMAX to June 1, 2031, subject to the outcome of other litigation. Pfizer had previously anticipated a significant decline in U.S. revenues for VYNDAMAX beginning in 2029 upon patent expiry. As a result of this settlement, revenues are now expected to remain relatively stable from 2028 through mid-2031. VYNDAMAX remains the market leader with 75% of prescription volume within the overall ATTR-CM market. As the only once-daily capsule approved for ATTR-CM with statistically significant reductions in both all-cause mortality and cardiovascular-related hospitalizations with a demonstrated safety profile comparable to placebo, VYNDAMAX is backed by over seven years of market leadership and data from more than 7,000 patients across clinical trials and the largest ATTR-CM registry to date. As of December 31, 2025, Pfizer discontinued the supply of VYNDAQEL in the United States with VYNDAMAX remaining available for eligible patients. The decision followed consultation with clinical experts and patient advocates who agreed that a single-capsule taken once daily enhances patient-centered care and convenience, particularly for those with concomitant conditions requiring multiple oral medications.
お知らせ • Apr 23Cipla Limited Announces U.S. Fda Approval for First Ab-Rated Generic of Ventolin HfaCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced that it has received final approval for its Abbreviated New Drug Application (ANDA) for Albuterol Sulfate Inhalation Aerosol, 90 mcg per actuation from the United States Food and Drug Administration (USFDA). It is the first AB–rated generic therapeutic equivalent of Ventolin HFA, marketed by GlaxoSmithKline. Albuterol Sulfate Inhalation Aerosol is indicated for the treatment or prevention of bronchospasm in adult and pediatric patients aged four years and older with reversible obstructive airway disease, as well as for the prevention of exercise–induced bronchospasm in patients aged four years and older. According to IQVIA, the total U.S. albuterol market is valued at approximately $1,500 million. This approval enhances Cipla's U.S. respiratory portfolio and reinforces its leadership in the albuterol inhalation category, with approved generics for both Ventolin HFA and Proventil HFA. The product is backed by Cipla's vertically integrated inhalation platform, reflecting the company's continued investment in U.S.-based manufacturing for complex respiratory therapies. The product will be manufactured at Cipla's newly constructed, dedicated inhalation facility in Fall River, Massachusetts, reinforcing both supply resilience and domestic manufacturing footprint.
お知らせ • Apr 11Cipla Limited to Report Q4, 2026 Results on May 13, 2026Cipla Limited announced that they will report Q4, 2026 results on May 13, 2026
お知らせ • Mar 17Fennec Pharmaceuticals Inc. Settles Patent Litigation with Cipla Limited and Cipla Usa, Inc. Regarding PedmarkFennec Pharmaceuticals Inc. had entered into an agreement with Cipla Limited and Cipla USA Inc. to settle the litigation between them regarding Cipla’s application to FDA for approval to market a generic version of Fennec’s PEDMARK (sodium thiosulfate injection) product. Under the terms of the agreement, the lawsuit will be dismissed with each party bearing their own costs, and Cipla will not enter the market with its generic sodium thiosulfate product until September 1, 2033, or earlier under certain circumstances.
お知らせ • Feb 25+ 1 more updateCipla Appoints Achin Gupta as Global Chief Executive Officer, Effective 1 April 2026Cipla Limited announced on 23 February 2026 that Achin Gupta, currently global chief operating officer, will step up as global chief executive officer from 1 April 2026. He succeeds the outgoing leadership team and will steer Cipla's worldwide operations, market expansion, operational efficiency, and innovation pipeline across its broad portfolio of generics, specialty drugs, and consumer healthcare treatments. Gupta brings more than 20 years of pharmaceutical industry experience to the corner office. Before rejoining Cipla, he spent over eight years at Glenmark Pharmaceuticals in senior roles, having also worked there earlier between 2004 and 2012. His career path also includes key stints at Abbott Laboratories and management consulting firm A.T. Kearney, giving him a well-rounded view of global pharma strategy, operations, and growth. In his current COO role, Gupta has already been deeply involved in streamlining Cipla's supply chain, boosting manufacturing agility, and driving digital transformation moves that positioned the company strongly amid post-pandemic supply challenges and rising competition. As MD and Global CEO, he'll now have full accountability for executing Cipla's long-term vision, from deepening presence in key markets like the US, Europe, and emerging regions to accelerating R&D in complex generics and biosimilars. The appointment comes at a pivotal time for Cipla, as the industry navigates pricing pressures, regulatory shifts, and the push for affordable innovation in chronic therapies. Gupta's track record of scaling operations and delivering consistent performance makes him a logical internal choice to keep the momentum going.
Price Target Changed • Jan 27Price target decreased by 8.3% to ₹1,521Down from ₹1,658, the current price target is an average from 36 analysts. New target price is 16% above last closing price of ₹1,315. Stock is down 7.4% over the past year. The company is forecast to post earnings per share of ₹52.43 for next year compared to ₹65.29 last year.
Reported Earnings • Jan 24Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹8.37 (down from ₹19.45 in 3Q 2025). Revenue: ₹69.6b (flat on 3Q 2025). Net income: ₹6.76b (down 57% from 3Q 2025). Profit margin: 9.7% (down from 23% in 3Q 2025). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 23Cipla Limited to Report Q3, 2026 Results on Jan 23, 2026Cipla Limited announced that they will report Q3, 2026 results on Jan 23, 2026
お知らせ • Oct 31+ 1 more updateCipla Ltd Announces Resignation of Umang Vohra as Chief Executive Officer, Effective March 31, 2026Cipla Ltd. announced a series of key leadership changes as part of its structured succession planning. Umang Vohra, Managing Director and Global Chief Executive Officer (MD & GCEO), has expressed his intention not to seek re-appointment upon the completion of his current term on March 31, 2026.
Reported Earnings • Oct 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹16.73 (up from ₹16.13 in 2Q 2025). Revenue: ₹74.5b (up 7.0% from 2Q 2025). Net income: ₹13.5b (up 3.7% from 2Q 2025). Profit margin: 18% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 24Cipla Limited to Report Q2, 2026 Results on Oct 30, 2025Cipla Limited announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 26First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: ₹16.07 (up from ₹14.58 in 1Q 2025). Revenue: ₹68.4b (up 3.2% from 1Q 2025). Net income: ₹13.0b (up 10% from 1Q 2025). Profit margin: 19% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.3%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 02Cipla Limited to Report Q1, 2026 Results on Jul 25, 2025Cipla Limited announced that they will report Q1, 2026 results on Jul 25, 2025
Reported Earnings • Jun 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹65.29 (up from ₹51.05 in FY 2024). Revenue: ₹272.7b (up 6.8% from FY 2024). Net income: ₹52.7b (up 28% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Post-clinical trial products Pre-registration: 13 Approved (during full year): 14 Launched (during full year): 133 Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 20Upcoming dividend of ₹16.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.8%).
お知らせ • May 15Cipla Limited Recommends Special Dividend for the financial year ended March 31, 2025The Board of Directors of the Cipla Limited recommended special dividend of INR 3 per equity share on the occasion of completing 90 years of the Company, taking the total dividend to INR 16 per equity share (face value INR 2 each) for the financial year ended 31st March, 2025. The dividend, upon approval by the shareholders, will be paid to shareholders within 30 days from the date of the Annual General Meeting. The record date for the purpose of payment of final dividend, if declared, shall be 27th June, 2025.
お知らせ • May 14Cipla Limited announces Annual dividend, payable on August 15, 2025Cipla Limited announced Annual dividend of INR 13.0000 per share payable on August 15, 2025, ex-date on June 27, 2025 and record date on June 27, 2025.
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹65.29 (up from ₹51.05 in FY 2024). Revenue: ₹271.5b (up 6.3% from FY 2024). Net income: ₹52.7b (up 28% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Cipla Limited, Annual General Meeting, Jul 16, 2025Cipla Limited, Annual General Meeting, Jul 16, 2025.
お知らせ • Apr 08Cipla Limited to Report Q4, 2025 Results on May 13, 2025Cipla Limited announced that they will report Q4, 2025 results on May 13, 2025
お知らせ • Feb 21Cipla Limited Receives Final Approval from United States Food and Drug Administration for New Drug Application Submit for Nilotinib Capsules 50, 150 and 200 MgCipla Limited announced that it has received final approval from the United States Food and Drug Administration (USFDA) for the New Drug Application (NDA) submitted for Nilotinib Capsules 50, 150 and 200 mg on 19 February 2025. Nilotinib is an oncology category product in capsule form for oral consumption and is used for treatment of philadelphia chromosome positive chronic myeloid leukemia (CML). The product is expected to be launched in the financial year 2025-2026 in the United States of America.
Reported Earnings • Jan 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹19.45 (up from ₹13.08 in 3Q 2024). Revenue: ₹69.6b (up 7.0% from 3Q 2024). Net income: ₹15.7b (up 49% from 3Q 2024). Profit margin: 23% (up from 16% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Cipla Limited Approves the Elevation of Achin Gupta as Global Chief Operating Officer, Effective 1 February 2025Cipla Limited announced that at its board meeting held on 28 January 2025 has approved the elevation of Mr. Achin Gupta, Chief Executive Officer One India Business (SMP) as the Global Chief Operating Officer (GCOO) of the company with effect from 1 February 2025. Terms of appointment: Full-time employment. Achin Gupta joined Cipla in 2021 as CEO One India business and has been a part of the Management Council. He has led successful growth and transformation of One India business with market beating, double digit growth in revenue & strong growth in profitability, thereby consolidating Cipla's position as the #1 ranked company by volumes. This has been driven by deepening presence in chronic therapies, expansion into Tier 2-6 geographies, establishing category leadership in Wellness brands & building a future-fit trade generics business with direct customer reach. He has also driven strategic partnerships with MNCs positioning Cipla as the preferred partner for in-licensing deals and Innovation portfolio. Achin has reinforced Cipla as a highly patient centric, purpose-driven organization with innovation, execution excellence and digital transformation as the core strengths through launch of Cipla Digital Health, Retail Task Force & multiple consumer centric initiatives which have been recognized in prestigious forums. Achin holds a M Tech degree from IIT Delhi, specializing in Biochemical Engineering and Biotechnology and an MBA from IIM, Ahmedabad. In over two decades of his career, Achin has built a strong track record as an entrepreneurial leader, establishing new businesses across markets in India, Europe and emerging markets.
お知らせ • Jan 23Cipla Limited Announces Resignation of Rajeev Kumar Sinha as Global Chief Manufacturing Officer, Effective April 2, 2025Cipla Limited announced that Mr. Rajeev Kumar Sinha, Global Chief Manufacturing Officer and Senior Management Personnel of the Company has resigned due to personal reasons. His last working day will be 2nd April 2025.
お知らせ • Jan 06Cipla Limited to Report Q3, 2025 Results on Jan 28, 2025Cipla Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 28, 2025
お知らせ • Dec 02Cipla Promoters Reportedly May Sell 1.72% Stake Worth INR 20,000 Million via Block DealPromoters of Cipla Limited (NSEI:CIPLA) are expected to sell shares worth INR 20,000 million through a block deal, according to sources cited in a CNBC-TV18 report. Samina Hamied and Rumana Hamied – daughters of MK Hamied, Vice-Chair and Non-Executive Director on the Cipla board – are planning to sell a 1.72% stake in the company. The floor price for the sale has been set at INR 1,442 per share, reflecting a 6% discount to the current market price. Kotak Securities is likely to serve as the broker for the transaction. The block deal is described as a clean-out trade, indicating that the promoters intend to completely exit their holdings. Earlier in May, the promoters of Cipla had sold a 2.53% stake for INR 27,510 million in a block deal on the NSE. According to the NSE block deal data, Shirin Hamied, wife of MK Hamied, and her two daughters, and Okasa Pharma Private Ltd, all categorised as the promoter group, had then sold 20.4 million shares at INR 1,345 apiece.
Reported Earnings • Oct 30Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ₹16.13 (up from ₹14.01 in 2Q 2024). Revenue: ₹69.6b (up 5.6% from 2Q 2024). Net income: ₹13.0b (up 15% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 16Cipla, Alkem Laboratories Reportedly in Final Lap to Buy SMTCipla Limited (NSEI:CIPLA) and Alkem Laboratories Limited (NSEI:ALKEM) have emerged as the frontrunners to acquire a controlling stake in Sahajanand Medical Technologies Limited (SMT), India's largest cardiac stent maker, said people in the know. This follows the withdrawal of rival private equity contenders KKR TPG Capital and Apax Partners after showing initial interest. The deal is expected to value SMT at INR 35,000 million-INR 40,000 million, and binding offers are due by next week, the people said. Promoters of SMT—the Kotadia family— plan to keep a minority stake after the transaction that would see other shareholders also divest their holdings. “They could retain about 15-20% stake post the deal,” said one of the persons cited above. Morgan Stanley PE Asia (Morgan Stanley Private Equity Asia, Inc.) and Samara Capital Markets Holding Limited collectively own 49% of SMT, while Kotak Pre-IPO Opportunities Fund has a 6% stake. The Kotadias own the remaining 45%. SMT is also simultaneously working on plans for a domestic public listing if the shareholders don't get the desired valuation from the stake sale, the people said. They added that an IPO is likely to fetch a comparatively higher valuation for the company. SMT had filed a draft prospectus in 2022 with the market regulator to launch a INR 15,000 million IPO but eventually put the plans in abeyance. A spokesperson for SMT declined to comment. Samara Capital, Morgan Stanley PE Asia, Cipla, and Alkem did not respond to ET's queries.
お知らせ • Oct 14Cipla Limited Announces Executive AppointmentsCipla Limited approved appointments of Ms Maya Hari as an Independent Director of the Company and Mr. Kamil Hamied as a Non-Executive Director of the Company.
お知らせ • Oct 02Cipla Limited to Report Q2, 2025 Results on Oct 29, 2024Cipla Limited announced that they will report Q2, 2025 results on Oct 29, 2024
お知らせ • Sep 04Cipla Limited Announces Resignation of M K Hamied as Vice Chairman and Non-Executive Director, Effective October 29, 2024Cipla Limited announced that at the board meeting held on September 3, 2024, Mr. M K Hamied has resigned from the position of Vice Chairman and Non-Executive Director of the Company with effect from close of business hours of October 29, 2024 due to age and health.
お知らせ • Aug 21Cipla Limited Announces Retirement of S. Radhakrishnan, Non-Executive DirectorCipla Limited announced that Mr. S. Radhakrishnan, Non-Executive Director (DIN: 02313000), has retired from Directorship of the Company with effect from the conclusion of 88th Annual General Meeting of the Company held 20th August 2024.
お知らせ • Jul 05Cipla Limited to Report Q1, 2025 Results on Jul 26, 2024Cipla Limited announced that they will report Q1, 2025 results on Jul 26, 2024
お知らせ • May 22Exelixis Announces Settlement of CABOMETYX® (cabozantinib) Patent Litigation with Cipla Limited and Cipla USAExelixis, Inc. announced that it has entered into a Settlement and License Agreement (Agreement) with Cipla Ltd. and Cipla USA, Inc. (collectively Cipla). This settlement resolves two patent litigations brought by Exelixis in response to Cipla’s Abbreviated New Drug Application (ANDA) seeking approval to market generic versions of CABOMETYX® (cabozantinib) tablets prior to the expiration of the applicable patents. The first case (Civil Action No. 23-287), filed on March 16, 2023, relates to Cipla’s ANDA for a 60 mg cabozantinib dosage strength. The second case (Civil Action No. 24-565-RGA), filed on May 9, 2024, relates to a recent amendment to Cipla’s ANDA, for the primary purpose of seeking additional approval for 20 mg and 40 mg cabozantinib dosage strengths. Pursuant to the terms of the Agreement, Exelixis will grant Cipla a license to market generic versions of CABOMETYX in the United States beginning on January 1, 2031, if approved by the U.S. Food and Drug Administration and subject to conditions and exceptions common to agreements of this type. Additionally, in accordance with the Agreement, the parties will terminate all ongoing Hatch-Waxman litigation between Exelixis and Cipla regarding CABOMETYX patents pending in the U.S. District Court for the District of Delaware. The Agreement is confidential and subject to review by the U.S. Federal Trade Commission (FTC) and the U.S. Department of Justice. The lawsuits will be dismissed after a period of time to allow for FTC review.
お知らせ • May 18Cipla Limited Approves the Appointment of Dr. Balram Bhargava as an Independent DirectorCipla Limited approved the appointment of Dr. Balram Bhargava as an Independent Director of the Company, through postal ballot.
お知らせ • May 15+ 1 more updatePromoter Group Entities Reportedly Likely to Sell 2.5% Stake in Cipla worth INR 26.37 Billion via Block DealsFour promoter group entities, including Shirin Hamied, Samina Hamied, Rumana Hamied, and Okasa Pharma are planning to sell around 2.53% stake in pharma major Cipla Limited (NSEI:CIPLA) through block deals on May 16, 2024, according to reports. The price range of the block is fixed at INR 1,289-1,357, taking the total deal value to around INR 26.37 billion. ET had earlier reported that Torrent Pharmaceuticals Limited (BSE:500420) is actively considering the buyout of the other family stake in Cipla. Ahmedabad-based Torrent has reached out to several PE funds, including Advent International, L.P.,Bain Capital, LP, Warburg Pincus LLC and CVC Capital Partners Limited, for a minority stake in a consortium, according to the report. The buyers will be revealed once the block deals date will be out on May 16, 2024. Kotak Securities is likely acting as the broker to the deal. Cipla promoters, led by YK Hamied, own about 33% in the company, according to the latest shareholding data available with the exchanges. Meanwhile, public shareholders have holding of around 66.53%.
Declared Dividend • May 12Dividend increased to ₹13.00Dividend of ₹13.00 is 53% higher than last year. Ex-date: 2nd August 2024 Payment date: 19th September 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 12Cipla Limited, Annual General Meeting, Aug 20, 2024Cipla Limited, Annual General Meeting, Aug 20, 2024.
Reported Earnings • May 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹51.05 (up from ₹34.72 in FY 2023). Revenue: ₹265.2b (up 18% from FY 2023). Net income: ₹41.2b (up 47% from FY 2023). Profit margin: 16% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.
お知らせ • May 11+ 1 more updateCipla Limited Announces Retirement of S. Radhakrishnan as Non-Executive DirectorCipla Limited announced that at the board meeting held on May 10, 2024, the company announced the S. Radhakrishnan will retire upon conclusion of the 88th AGM of the Company.
お知らせ • Apr 06Cipla Limited to Report Q4, 2024 Results on May 10, 2024Cipla Limited announced that they will report Q4, 2024 results on May 10, 2024
お知らせ • Mar 27Cipla Limited Appoints Rajeev Kumar Sinha as Senior Management Personnel and Global Chief Manufacturing Officer, Effective April 1, 2024Cipla Limited announced that Mr. Rajeev Kumar Sinha, presently working as Global Head - Formulations Manufacturing, has been appointed as Senior Management Personnel and Global Chief Manufacturing Officer of the Company with effect from 1st April, 2024. Mr. Rajeev Kumar Sinha is an accomplished leader with over thirty-five years of rich experience in the Operations & Supply Chain domain across diverse industries such as Chemical, FMCG, Foods & Beverages and Pharmaceuticals, and has worked in the Pharmaceutical Operations [both Formulations & API] since 2016. Prior to joining Cipla, Mr. Rajeev was Executive Vice President and Global Head - Formulations Operations at Glenmark Pharmaceuticals, India. In this role, he was functional steward of Global Formulations Operations. He led 12 Formulations Manufacturing Units (India, US, Argentina, Czech) and enhanced service levels through operations excellence, improvement in overall equipment effectiveness and quality performance. Prior to this, Mr. Rajeev has worked with PepsiCo, Cadbury India Limited, ICI India Limited (Paints Division), Hindustan Unilever Limited and ICI India Limited (Explosives Division). In Cipla, Mr. Rajeev has led Global Operations Strategy & Excellence, Formulations Manufacturing Operations and API Manufacturing Operations. Mr. Rajeev has played a pivotal role in driving Cipla's transformation towards becoming a digitally agile company as well as reimagining its operations across the value chain, breaking barriers of technology to move the company to top quartile /top decile performance chosen areas. He strengthened the Global Operations Excellence Function through Network Optimization, embedding a culture of Lean Six Sigma in Manufacturing Operations and focusing the Manufacturing Science & Technology Group for enhanced Product & Process Robustness, Technical Capability and Complex Investigations Capability. His leadership and insights have helped the organization in sustaining cost leadership in Operations, maintaining legacy of Quality in Manufacturing and superior value creation through Engineering. He holds a Bachelor of Technology degree in Mechanical Engineering from IIT Kanpur [1989].
お知らせ • Mar 15Cipla Limited Appoints Venkata Sai Mungara as Senior Management Personnel and Global Head - Supply Chain, Effective from 1 April 2024Cipla Limited announced that Mr. Venkata Sai Mungara, presently working as Vice- President and Head Regional Supply Chain, North America, has been appointed as Senior Management Personnel and Global Head - Supply Chain of the Company with effect from 1st April 2024. Terms of appointment: Full-time employment. Mr. Venkata Sai Mungara is an accomplished leader with over two and half decades of rich experience in the supply chain domain out of which over 10 years of his experience has been in the pharmaceutical industry. In his earlier roles, Mr. Mungara has worked with Sun Pharmaceuticals, Dr. Reddy's Labs and Triniti Corp. He holds a PhD in Chemical Engineering and Statistics from Iowa State University, and a B. Tech in Chemical Engineering from IIT, Kharagpur. In Cipla, Mr. Mungara made significant contributions which enabled growth for North America business by ramping up and optimizing third party supply chain operations, re-designing and driving productivity enhancement projects. His leadership helped in driving improvement in the visibility of supplies, reduction of air shipments resulting into significant cost reduction in logistics and de-risking of multiple products.
Price Target Changed • Jan 29Price target increased by 8.7% to ₹1,391Up from ₹1,280, the current price target is an average from 36 analysts. New target price is approximately in line with last closing price of ₹1,337. Stock is up 29% over the past year. The company is forecast to post earnings per share of ₹50.84 for next year compared to ₹34.72 last year.
お知らせ • Jan 25Cipla Limited Announces Resignation of Ms. Samina Hamied as Executive Vice ChairpersonCipla Limited announced that effective close of business hours of 31st March, 2024, Ms. Samina Hamied has decided to step down from the position of Executive Vice Chairperson of the company, while continuing as a non-executive director liable to retire by rotation. The Board has accepted the above letter in its meeting held on 25th January, 2024. Effective close of business hours of 31st March, 2024, Ms. Samina Hamied has decided to step down from the position of Executive Vice Chairperson of the Company while continuing as a non-executive director liable to retire by rotation. Samina Hamied is an alumna of the London School of Economics. She has worked with the leading global firm Goldman Sachs (UK & US). Samina joined the Cipla leadership team in 2011 as Executive Director, and Global Head - Strategy, M&A & Cipla New Ventures. She has been instrumental in driving the Company's transformation agenda; playing a key role in successfully incubating Cipla's consumer health business and spearheading the company's ambitious foray into the US market with strategic acquisitions. Samina has built a top-class leadership pipeline for the Company as it continues to spread its wings globally. In her previous role as the Executive Vice-Chairperson of Cipla, Samina focused on board and governance issues, in addition to furthering Cipla's strategic priorities through key global partnerships, corporate culture, hiring the right talent, and public advocacy. Samina also chaired the Inclusion & Diversity Council at Cipla. Recognised as the third generation of the founding family, Samina has been feted for her diverse work experience and business knowledge. She was amongst Business Today's `Most Powerful Women in Business' in 2017 & 2022. In 2018, Forbes featured Samina in the `Top 25 Emergent Women Business Leaders in Asia'. Fortune India named her amongst the `Most Powerful Women in Business for five consecutive years (2018-2022). She was awarded `Businesswoman of the Year' at The Economic Times Awards for Corporate Excellence in 2021. Most recently, Samina was conferred the `EY Entrepreneur of the Year 2022' in life sciences and healthcare category; and was named among the `Most Influential Women in Healthcare 2023' by BW Healthcare World.
Reported Earnings • Jan 23Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹13.08 (up from ₹9.92 in 3Q 2023). Revenue: ₹65.1b (up 12% from 3Q 2023). Net income: ₹10.6b (up 32% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: ₹14.01 (vs ₹9.78 in 2Q 2023)Second quarter 2024 results: EPS: ₹14.01 (up from ₹9.78 in 2Q 2023). Revenue: ₹68.5b (up 18% from 2Q 2023). Net income: ₹11.3b (up 43% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Oct 25Torrent Pharmaceuticals Reportedly Bid to Acquire the Stake of Cipla Stalled over Valuation DifferencesTorrent Pharmaceuticals Limited (BSE:500420)'s bid to acquire the stake of the promoter, the Hamied family, in Cipla Limited (NSEI:CIPLA) has stalled over valuation differences, said people with knowledge of the matter. That has derailed plans to create one of India's biggest pharmaceutical companies, at least for now. The third generation of the Hamied family had been in discussions with their counterparts, the Sudhir and Samir Mehta family of Torrent. Negotiations have been suspended by mutual agreement and may be revived later, said the people cited. The bid-ask gap is 15-20%, which appears to stem from the surge in Cipla shares since news of a potential stake sale by the Hamieds became public. Talks may resume if both sides find a meeting ground on the valuation, especially if the stock returns to `900-1,000 levels, said the people cited above. “It's pens down at Torrent's side,” said one of them. “The control premium asked will be difficult to bridge and then get an equity upside. Once things cool off, I do believe re-engagement is possible." Technically, Cipla is free to negotiate with others, but Torrent is said to be the sole player left. The Cipla stock surge had seen rival contenders Baring PE Asia-EQT, the Abu Dhabi Investment Authority and Blackstone baulk at rising valuations. They too might jump back into the fray if the stock price drops, said investment banking sources.
お知らせ • Oct 24Torrent Pharma Calls the Reports of Cipla Acquisition as SpeculativeTorrent Pharmaceuticals Limited (BSE:500420) on October 23, 2023 called the reports about the drug maker in the race to acquire the promoters' stake in Cipla Limited (NSEI:CIPLA) as "speculative". "As a policy we don't want to comment on speculative news," said Sudhir Mehta, Chairman Emeritus of Torrent Pharma, referring to reports about the race to acquire Cipla at the company's earnings call. Mehta said the company's capital allocation will be largely geared towards India. "India is something which we understand properly, and we have a track record of successfully integrating most of the acquired businesses," Mehta said. Mehta said the leverage the company would take will depend on the cash flows of acquired business. In the past during the Unichem acquisition Torrent took 3x of net debt to EBITDA, which came down substantially over the period of two years. "Starting at 3x is something which would be comforting, provided that over the next two years the leverage is coming down substantially to maybe 1.5-2x," Mehta said.
お知らせ • Oct 11Family Rift Clouds $7 Billion Sale of CiplaDifferences within the Hamied family, Cipla Limited's (NSEI:CIPLA) promoters, over the pricing of the deal and the decision of patriarch Yusuf K. Hamied to sell the drugmaker threaten to derail the $7 billion sale plan, according to five people aware of the discussions. Any sale may take longer than anticipated since a consensus is yet to emerge within the Hamied family, the people said on condition of anonymity. Some family members have questioned the deal's pricing of around INR 1,200 per share and the family's decision to exit the eight-decade-old business. "The third-generation of the Cipla promoter group family is not keen to exit at this stage unless a substantial premium is offered to their shareholding," said the second person. According to the first person, Sophie Ahmed (Yusuf Hamied's sister) and Samina Hamied (Yusuf's younger brother M.K. Hamied's daughter), who together own 7.93% of Cipla, are not in favour of the deal. Samina Hamied declined to comment on the matter. Emails sent to Hamied family members remained unanswered. According to several news reports, Gujarat-based Torrent Pharmaceuticals Limited (BSE:500420) has evinced interest in buying the promoter stake and taking over Cipla, valuing the company at over INR 1 trillion.
お知らせ • Oct 05Cipla Limited to Report Q2, 2024 Results on Oct 27, 2023Cipla Limited announced that they will report Q2, 2024 results on Oct 27, 2023
お知らせ • Sep 21Blackstone Reportedly Withdraws Plan to Acquire Founders' Stake in CiplaBlackstone Inc. (NYSE:BX) withdraws plan to acquire founders' stake in Cipla Limited (NSEI:CIPLA).
お知らせ • Sep 19Torrent Pharma Reportedly in Advance Talks with CVC Capital to Buyout Cipla PromotersTorrent Pharmaceuticals Limited (BSE:500420) is in advanced negotiations with CVC Capital Partners Limited to form a consortium and raise at least $1.2-$1.5 billion from the European buyout fund as the Ahmedabad-based pharma-power conglomerate puts together a INR 600,000 million ($7 billion) acquisition financing package, one of the largest in recent times, to acquire rival Cipla Limited (NSEI:CIPLA), said people in the know.
お知らせ • Sep 15Cipla's Founding Family's Stake Sale Reportedly in Jeopardy over $13 Billion Valuation TargetThe sale of a stake in Cipla Limited (NSEI:CIPLA) is in jeopardy as potential buyers have balked at the INR 1.09 trillion ($13.1 billion) valuation members of the founding family are targeting for the Indian firm in a deal, according to people familiar with the matter. Negotiations between the family members and prospective buyers, including companies in the industry and private equity firms, are no longer moving forward, as the founders are demanding about INR 1,350 per share, the people said. The price represents a premium of about 10% over September 13, 2023’s close, according to Bloomberg calculations. The family shareholder group, known in India as the promoter group, controls around 33% of Cipla's shares, which are worth nearly $4 billion at September 13, 2023’s closing price. Cipla shares have climbed about 16% since CNBC-TV18 reported on July 27 the Hamied family was likely to sell part of their stake. The family members could sell some or all of their respective stakes in Cipla, the people said, asking not to be identified as the information isn't public. Deliberations are ongoing and no final decision has been made on the deal, the people said. The family members can still revise the asking price lower or decide not to proceed with the sale, according to the people. A spokesperson for the firm didn't respond to requests for comment.
お知らせ • Sep 07Bain Capital Reportedly Approaches Dr. Reddy's Laboratories to Explore Joint Bid to Buy Out the Promoters of CiplaBain Capital, LP has approached Dr. Reddy's Laboratories Limited (BSE:500124) (DRL) to explore a joint bid to buy out the promoters of Cipla Limited (NSEI:CIPLA), the Hamied family. Last week, senior leadership from both sides met along with their advisors to discuss and formalise a strategy, said people aware of the development. DRL is believed to be evaluating the opportunity and countering the offer by Torrent Pharmaceuticals Limited (BSE:500420), currently the sole Indian strategic investor in the fray. Torrent has submitted a non-binding bid for the Hamieds' stake in the 88-year-old company, competing against PE firms Blackstone Inc. (NYSE:BX) and Baring Private Equity Asia-EQT (BPEA-EQT). Bain Capital is also one of the PE funds that Torrent has been in discussions with to raise as much as INR 83 billion ($1 billion) as part of its financing plan for a potential $7 billion plus buyout, the largest ever in India, ET reported September 1. If DRL decides to participate, then not only will it enhance the competitive bidding landscape for Cipla but a merged entity would become the number two Indian-origin pharma major at home by revenue, with a consolidated market share of 8% (based on June 2023 IPM data) and also in the US and emerging markets.
お知らせ • Sep 05Torrent Pharmaceutical Leads in the Race to Acquire CiplaTorrent Pharmaceuticals Limited (BSE:500420) has emerged as a frontrunner to acquire its rival Cipla Limited (NSEI:CIPLA) with its non-binding offer 30% higher than American private equity major, Blackstone Inc. (NYSE:BX)'s offer.
お知らせ • Sep 01Torrent Reportedly in Top Gear to Close Out Cipla Buyout, in Talks with PES, Banks for FundsTorrent Pharmaceuticals Limited (BSE:500420) is cranking up its efforts to put together financing to buy out the promoter family of Cipla Limited (NSEI:CIPLA), said several people with knowledge of the matter, emerging as a key contender to conclude the largest pharma sector acquisition in the country till date. This includes a likely INR 83,000 million ($1 billion) equity infusion from one or more private equity players, they said. Ahmedabad-based Torrent has reached out to several PE funds, including including Advent International Corporation, Bain Capital, LP, Warburg Pincus LLC and CVC Capital Partners Limited, for a minority stake in a consortium. In addition, it is in talks with domestic shadow banks and mutual funds for INR 90,000-100,000 Million ($1.1 billion) in share-backed promoter financing. Torrent's founders, the Sudhir and Samir Mehta family, own 71.25% as promoters. That's amongst the highest promoter ownership in Indian pharma and they are seeking to use that headroom to dilute equity to raise leverage. They are also in separate discussions with foreign banks - Standard Chartered, JP Morgan, MUFG, Citi and Barclays among others - to raise as much INR 320,000-350,000 million (up to $4.23 billion) against the cashflows of the target as acquisition financing. The lenders are expected to revert with funding commitment letters at the earliest, said the sources mentioned above. JP Morgan is also advising Torrent Pharma. Bain, Advent, Warburg and CVC declined to comment. The financing terms are still being worked on and may change in the coming days. The PE discussions too are at an early stage and may get adversely impacted if Cipla's valuation keeps going up. Torrent is currently aiming at submitting a binding offer in early October.
お知らせ • Aug 24Torrent Reportedly Joins Fray for Hamied Family Stake in CiplaTorrent Pharmaceuticals Limited (BSE:500420) has joined the race to buy out the Hamied family's stake in Cipla Limited (NSEI:CIPLA), said people aware of the matter, in what could be the biggest pharma deal since 2014. The competition includes Blackstone Inc. (NYSE:BX), the biggest buyout fund, and Baring PE Asia-EQT (BPEA EQT). Torrent, advised by JP Morgan, is looking to form a consortium with private equity funds and has had preliminary discussions with a few. Lenders tapped In parallel, it has approached multiple lenders for funding and is keen to make an all-cash offer. Work has intensified in the past month, said one of the people mentioned above. Cipla and Torrent didn't respond to queries. JP Morgan declined to comment.
お知らせ • Aug 05Blackstone Reportedly to Submit Bid for over 33% Stake in CiplaBlackstone Inc. (NYSE:BX) is expected to submit a non-binding bid next week for acquiring over 33% promoter stake in India's third-large generics company by revenues 'Cipla Limited' (NSEI:CIPLA), according to a report published by Economic Times. With this, the eventual exit process of the Hamied family from the company started in 1935, will be formally started. Moneycontrol earlier reported that Cipla's top shareholders are in talks to sell around 33.47% of their stake in the company to private equity players including Blackstone and Baring Asia (BPEA EQT). The company hired an investment bank to advise on the deal.
お知らせ • Jul 28Cipla Promoters Reportedly Mull Stake Sale to Top PE Firms Blackstone, Baring AsiaPromoters of Cipla Limited (NSEI:CIPLA) are in talks with top private equity (PE) players to sell a part of their total holding in the company, according to a media report. An investment bank has been hired to advise on the deal, and Blackstone Inc. (NYSE:BX), BPEA EQT (Baring Asia), among others, are in talks to explore a deal, the report said, citing three independent sources. The promoters own a 33.47% stake in Cipla, and this move is seen as a step towards succession planning for the company, the report said. “They (promoters) are evaluating options for a strategic investor to come on board to revamp future strategy to enhance capital allocation, operational efficiency to improve return metrics,” the report said, further citing one of the sources. The news was reported by Moneycontrol. However, the company has issued a clarification on CNBC-TV18, saying that "the company is not aware of any event that requires disclosure under Listing Regulations. The company will make appropriate disclosure in compliance with the listing regulations as and when any such requirement arises".
お知らせ • Jul 27Cipla Limited Announces Change in ManagementCipla Limited informed that due to change in reporting structure, Mr. Sharad Jain, Lead Project Management Office, shall not be regarded as senior management of the Company with effect from 26th July 2023.
Reported Earnings • Jul 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹34.72 (up from ₹31.20 in FY 2022). Revenue: ₹225.6b (up 3.9% from FY 2022). Net income: ₹28.0b (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Post-clinical trial products Pre-registration: 71 Approved (during full year): 4 Launched (during full year): 78 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jul 12Cipla Limited, Annual General Meeting, Aug 10, 2023Cipla Limited, Annual General Meeting, Aug 10, 2023, at 15:00 Indian Standard Time.
お知らせ • Jul 06Cipla Limited to Report Q1, 2024 Results on Jul 26, 2023Cipla Limited announced that they will report Q1, 2024 results on Jul 26, 2023
お知らせ • May 16Shibam Group Holding Limited entered into a binding term sheet to acquire additional 51% stake in Saba Investment Ltd from Cipla Limited (NSEI:CIPLA) for $6.5 million.Shibam Group Holding Limited entered into a binding term sheet to acquire additional 51% stake in Saba Investment Ltd from Cipla Limited (NSEI:CIPLA) for $6.5 million on May 15, 2023. Shibam Group Holding Limited currently holds a stake of 49% in Saba.Transaction is expected to close on within 120 days from the date of signing of the binding term sheet or upon satisfaction of closing conditions as agreed in the definitive agreement.
Reported Earnings • May 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹34.72 (up from ₹31.20 in FY 2022). Revenue: ₹232.3b (up 7.0% from FY 2022). Net income: ₹28.0b (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year.
お知らせ • May 13+ 1 more updateCipla Limited Announces Resignation of Peter Mugyenyi as Independent Director, Effective May 13, 2023Cipla Limited announced the resignation of Peter Mugyenyi as Independent Director of the Company with effect from May 13, 2023.
Reported Earnings • Jan 26Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹9.92 (up from ₹9.03 in 3Q 2022). Revenue: ₹58.1b (up 6.0% from 3Q 2022). Net income: ₹8.01b (up 9.9% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 19Cipla Limited Announces the Launch of CippointCipla Limited announced the launch of Cippoint, a point-of-care testing device. This device offers a wide range of testing parameters including cardiac markers, diabetes, infectious diseases, fertility, thyroid function, inflammation, metabolic markers, and coagulation markers. The device is CE IVD approved - indicating the device is approved by the European In-Vitro Diagnostic Device Directive, thus ensuring reliable testing solutions. With entry in these new segments, Cipla has expanded its product offerings for diagnostics laboratories and aims to bridge the current gap in the diagnostic ecosystem in India by providing reliable and accurate tests at affordable prices. Cippoint - an immunofluorescence based quantitative analyser, will allow healthcare professionals to get test results in 3 to 15 minutes, thus enabling a faster clinical decision-making process. Cippoint has an automated system and user-friendly interface which can be used even in rural areas, mobile vans, and remote areas with limited infrastructure. Cippoint aims to enable smaller healthcare establishments provide an accurate point-of-care testing experience, ultimately improving patient health outcomes.
お知らせ • Dec 30Cipla Limited to Report Q3, 2023 Results on Jan 25, 2023Cipla Limited announced that they will report Q3, 2023 results on Jan 25, 2023
お知らせ • Nov 29Cipla Limited and Cipla Usa Inc. Announces the Launch of Leuprolide Acetate Injection Depot 22.5MgCipla Limited and its wholly owned subsidiary Cipla USA Inc. announced the launch of Leuprolide Acetate Injection Depot 22.5mg. The product was approved by the United States Food and Drug Administration ("US FDA") based on a New Drug Application (NDA) submitted under the 505(b)(2) regulatory pathway. Leuprolide Acetate Injection Depot contains 22.5 mg of leuprolide acetate for 3- month administration given as a single dose injection. It is supplied as lyophilized microspheres in a single dose vial as a kit with a prefilled syringe containing 2mL 0.8% mannitol solution and an easy-to-use MIXJECT® transfer device for a single dose injection. It is indicated for palliative treatment of advanced prostate cancer. The active ingredient, route of administration, dosage form and strength are the same as LUPRON DEPOT® 22.5 mg strength, from Abbvie. According to IQVIA, LUPRON DEPOT® 22.5mg had US sales of approximately $197M for the 12-month period ending September 2022.
Price Target Changed • Nov 16Price target increased to ₹1,208Up from ₹1,122, the current price target is an average from 39 analysts. New target price is 7.7% above last closing price of ₹1,121. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹39.16 for next year compared to ₹31.20 last year.
Price Target Changed • Nov 09Price target increased to ₹1,202Up from ₹1,122, the current price target is an average from 39 analysts. New target price is 6.3% above last closing price of ₹1,131. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹39.06 for next year compared to ₹31.20 last year.
Reported Earnings • Nov 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: ₹9.78 (up from ₹8.82 in 2Q 2022). Revenue: ₹60.5b (up 9.7% from 2Q 2022). Net income: ₹7.89b (up 11% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 12Cipla Limited to Report Q2, 2023 Results on Nov 04, 2022Cipla Limited announced that they will report Q2, 2023 results on Nov 04, 2022
お知らせ • Sep 23Cipla Limited Receives the Establishment Inspection Report Indicating Closure of the InspectionCipla Limited announced that following the product specific Pre-Approval Inspection (PAI) by the United States Food and Drug Administration (USFDA) at the Indore plant from June 27, 2022 to July 1, 2022, the Company has now received the Establishment Inspection Report (EIR) indicating closure of the inspection.
お知らせ • Sep 08+ 1 more updateCipla Limited Declares Final Dividend for the Financial Year Ended March 31, 2022At the 86th Annual General Meeting of Cipla Limited held on August 26, 2022, passed the proposal for declaration of dividend. The board has recommended a final dividend of INR 5 per equity share for the financial year ended March 31, 2022. Upon approval by the shareholders, the company will endeavor to pay the dividend within seven working days from the date of declaration, but in no event, it will be less than 30-days from the date of the annual general meeting.
お知らせ • Sep 02Cipla Limited (NSEI:CIPLA) agreed to acquire additional 13.10% stake in Jiangsu Acebright Pharmaceutical Co. Limited for USD 16.40 million.Cipla Limited (NSEI:CIPLA) agreed to acquire additional 13.10% stake in Jiangsu Acebright Pharmaceutical Co. Limited for USD 16.40 million on September 1, 2022. Cipla Limited (NSEI:CIPLA) stake will increase to 93.10% after this transaction.
お知らせ • Aug 17Cipla Limited Announces Executive ChangesCipla Limited at its Board of Directors meeting held on August 16, 2022, has approved the appointment of Mr. Ashish Adukia as the Global Chief Financial Officer and Key Managerial Personnel of the Company. This appointment will relieve Mr. Dinesh Jain from the additional responsibility of interim Chief Financial Officer. w.e.f. 16th August 2022. Mr. Dinesh Jain will continue as Senior Vice-President & Head-Corporate Finance. Mr. Ashish Adukia is an accomplished leader with close to two decades of rich experience spanning across investment banking and a large Indian conglomerate. His proven success in building and scaling organizations reflects his focus on strategy and transformative excellence. He also possesses deep capital market knowledge and valuable cross-industry experience. In his earlier assignment, Ashish was the Chief Financial Officer of Grasim Industries, the company of the Aditya Birla Group (ABG) and was part of the leadership team. Prior to this role, Ashish was the Group Head of Corporate Finance at ABG and worked closely with the Group Chairman on multiple strategic transactions. Prior to ABG, he has worked as an investment banker with organizations like Morgan Stanley, Citigroup and PwC. Ashish is a Chartered Accountant and MMS (Finance) from JBIMS. In 2017, he featured in Fortune India's 40 under 40 list.
Upcoming Dividend • Aug 01Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 25 September 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.0%).
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: ₹8.51 (vs ₹8.86 in 1Q 2022)First quarter 2023 results: EPS: ₹8.51 (down from ₹8.86 in 1Q 2022). Revenue: ₹53.8b (down 2.3% from 1Q 2022). Net income: ₹6.86b (down 4.0% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Jul 30Cipla Limited, Annual General Meeting, Aug 26, 2022Cipla Limited, Annual General Meeting, Aug 26, 2022, at 15:00 Indian Standard Time.
お知らせ • Jul 29Cipla Limited Recommends Final Dividend for Fiscal Year 2021-22Cipla Limited recommended final dividend of INR 5/- per equity share for fiscal year 2021-22, subject to the approval of the shareholders at the upcoming 86th Annual General Meeting to be held on 26 August 2022. Record date is 10 August 2022.
お知らせ • Jul 09Cipla Limited to Report Q1, 2023 Results on Jul 29, 2022Cipla Limited announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • Jul 05Cipla Limited Notifies That the United States Food and Drug Administration Conducted A Pre Approval InspectionThe United States Food and Drug Administration conducted a Pre Approval Inspection ("PAI") at Cipla Limited's Indore plant from June 27, 2022 to July 1, 2022. Cipla Limited has received 2 observations on FDA Form 483 with respect to ANDA filed for the product to be manufactured at the said plant. There is no data integrity observation. The PAI is part of the routine business operations and the Company is committed to addressing these observations and will submit its response to US FDA within the stipulated time.
お知らせ • Jun 28Cipla Limited (NSEI:CIPLA) agreed to acquire unknown stake in GoApptiv Private Limited.Cipla Limited (NSEI:CIPLA) agreed to acquire unknown stake in GoApptiv Private Limited on June 27, 2022. Cipla's stake in GoApptiv post completion of acquisition and subscription of additional shares would be 22.02%, on a fully diluted basis. In accordance with the definitive agreements, Cipla would additionally invest an amount of Rs. 25.90 crore Percentage of shareholding / control (approx.) in following manner. Acquisition of 4,618 Equity Shares of face value Rs. acquired 10 per share. Subscription to 9,889 Series A Compulsorily Convertible Preference Shares of face value Rs. 10 per share. Nature of consideration will be in cash. Transaction is expected to be completed in 30 days.
お知らせ • Jun 19Cipla Limited (NSEI:CIPLA) entered into a definitive agreement to acquire an unknown minority stake in Achira Labs Pvt. LtdCipla Limited (NSEI:CIPLA) entered into a definitive agreement to acquire an unknown minority stake in Achira Labs Pvt. Ltd on June 17, 2022. nature of consideration is in cash in accordance with the definitive agreements, Cipla would invest an amount of INR 250 million for acquisition / subscription of 21.05% stake in Achira. Post-acquisition, Achira will become an associate of Cipla Limited. As of March 31, 2022. Achira reported a turnover of INR 137.9 million. the transaction is expected to close within 60 days from the signing of definitive agreements or such other date mutually agreed between the parties.
お知らせ • Jun 15The South African Health Products Regulatory Authority Approves Sweet-Tasting, Heat-Stable, 4-In-1 Fixed-Dose Combination of Four Antiretroviral Treatments Developed by Cipla and DNDiThe South African Health Products Regulatory Authority (SAHPRA) has approved a sweet-tasting, heat-stable, `4-in-1' fixed-dose combination of four antiretroviral (ARV) treatments composed of abacavir, lamivudine, lopinavir, and ritonavir that is specifically designed for infants and young children with HIV. This combination treatment has been developed by Cipla Limited and the not-for-profit Drugs for Neglected Diseases initiative (DNDi). This new formulation represents a significant improvement over protease inhibitor-containing paediatric ARV formulations that have been used in South Africa for decades. It does not require refrigeration, has a sweet taste and is easy to administer to infants and children of different weights and ages, a major improvement for both children and their caregivers over previously available formulations. The country has 238,000 children under the age of 15 living with HIV - the high in the world. The `4-in-1' combination contains an antiretroviral combination that is recommended by the World Health Organization (WHO) as an alternative first-line regimen for infants and young children with HIV - in the form of granule-filled capsules. Caretakers will be able to give the medicine to children by sprinkling the granules over soft food like porridge or dissolving it in water or milk. Until recently, the only WHO-recommended lopinavir-based treatment available for babies and very young children in South Africa consisted of a syrup that contained 40% alcohol and required refrigeration. Caregivers struggled to give this bitter-tasting formulation to young children, leading to poor adherence. Caregivers without refrigeration had a very difficult time storing the formulations - sometimes burying them in the ground to keep them cold. Now, there are multiple new child-friendly formulations of WHO-recommended regimens being introduced - including paediatric formulations of dolutegravir-containing regimens - representing a long-awaited and long overdue `treatment revolution' for children with HIV. Without treatment, half of children with HIV will die before turning two. Worldwide, 2.78 million children and adolescents are living with HIV - 88% of them in sub-Saharan Africa - but only 54% have access to treatment, according to UNICEF. The 4-in-1 was developed and registered with the financial support of Unitaid; the French Development Agency; the Swiss Agency for Development and Cooperation; Médecins Sans Frontières International; the UBS Optimus Foundation; the Monegasque Cooperation for Development; MSF Norway; the Spanish Agency for International Development Cooperation; and other private foundations and individuals.
お知らせ • May 12+ 1 more updateCipla Limited Recommends Dividend for the Year 2021-22The Board of the Directors of Cipla Limited, at its meeting held on 10 May 2022 The Board of Directors also recommended the payment of a dividend of INR 5 per equity share (face value INR 2 per equity share) for the year 2021-22. The dividend, upon approval by the shareholders, will be paid to shareholders within 30 days from the date of the Annual General Meeting.
