Cipla Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Cipla Limited (NSE:CIPLA) shareholders, because the company has just released its latest quarterly results, and the shares gained 4.0% to ₹1,552. Revenues were ₹71b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of ₹16.12 were also better than expected, beating analyst predictions by 11%. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for Cipla

Taking into account the latest results, the most recent consensus for Cipla from 32 analysts is for revenues of ₹274.0b in 2025. If met, it would imply a credible 4.3% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 4.1% to ₹57.68. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹278.4b and earnings per share (EPS) of ₹58.11 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

There were no changes to revenue or earnings estimates or the price target of ₹1,624, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Cipla analyst has a price target of ₹1,960 per share, while the most pessimistic values it at ₹1,180. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 8.9% growth on an annualised basis. That is in line with its 9.2% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 11% annually. So it's pretty clear that Cipla is expected to grow slower than similar companies in the same industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at ₹1,624, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Cipla analysts - going out to 2027, and you can see them free on our platform here.

We also provide an overview of the Cipla Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.