Ipca Laboratories Ltd (BOM:524494)
₹ 1557.15 25.65 (1.67%) Market Cap: 395.06 Bil Enterprise Value: 400.99 Bil PE Ratio: 68.50 PB Ratio: 6.24 GF Score: 91/100
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Q1 2025 IPCA Laboratories Ltd Earnings Call Transcript

Aug 13, 2024 / 10:00AM GMT
Release Date Price: ₹1395.9 (+1.04%)

Key Points

Positve
  • Domestic formulation growth of around 12% for the quarter.
  • Ranked as the 16th pharma company in IQVIA and the fastest-growing among the top 20 players.
  • Market share increased to 2.17% in Q1 FY25 from 2.06% in Q1 FY24.
  • Standalone EBITDA margin of 22.25%, better than the guideline of 21%.
  • Consolidated EBITDA margin of 18.52%, exceeding the guideline of 18%.
Negative
  • Export formulation business declined by 1% in Q1 FY25.
  • API business faced challenges, resulting in a 2% decline.
  • Logistics issues affecting exports, particularly in Australia and New Zealand.
  • Overall income from operations growth of 5%, lower than the guideline of 10.5% to 11%.
  • Price erosions in the API segment, although limited, still present.
Operator

Ladies and gentlemen, good day, and welcome to the IPCA Laboratories earnings conference call hosted by DAM Capital Advisors Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Nitin Agarwal from DAM Capital Advisors Limited. Thank you and over to you, Mr. Nitin.

Nitin Agarwal
DAM Capital Advisors Limited - Moderator

Thanks, Priya. Hi. Good afternoon, everyone, and a very warm welcome to IPCA Labâs Q1 F â25 earnings call hosted by DAM Capital Advisors Limited. On the call today, we have representing IPCA Lab Management, Mr. A. K. Jain, Managing Director; and Mr. Harish Kamath, Corporate Counsel and Company Secretary. I will hand over the call to Mr. Jain to make the opening comments, and then we will open the floor for a quick Q&A. Mr. Jain, please go ahead, sir.

Ajit Jain
IPCA Laboratories Ltd - Chief Financial Officer, Managing Director, Executive Director

Thanks, Nitin, and DAM Capital for organizing this call. Good afternoon to all

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