Q1 2025 Cipla Ltd Earnings Call Transcript
Key Points
- Cipla Ltd (BOM:500087) reported a 10% year-on-year growth in its branded prescription business.
- North America achieved an all-time high quarterly revenue of $250 million, growing 13% over the previous year.
- South Africa's prescription business continued to outpace market growth, consolidating its number one position.
- The company successfully transitioned its India trade generic business to a new distribution model, enhancing operational efficiencies.
- Cipla Ltd (BOM:500087) reported an impressive EBITDA margin of 25.6% for the quarter, increasing by 154 basis points year-on-year.
- The Goa facility received 6483 observations from the US FDA, with the official classification still awaited.
- The Consumer Health franchise posted a modest growth of 3% year-on-year, impacted by a high base and an exceptionally strong summer last year.
- R&D expenses increased to INR353 crore, representing 5.3% of revenue, which is higher by 1% compared to the previous year.
- The India trade generic business experienced a temporary slowdown during the transition to the new distribution model.
- There are ongoing concerns about potential price erosion in the US market, which could impact future revenue growth.
Ladies and gentlemen, good day, and welcome to Cipla Limited Q1 FY '25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Ms. Diksha Maheshwari from Cipla Limited. Thank you, and over to you, ma'am.
Thank you, Yusuf. Good afternoon, and a very warm welcome to Cipla's Q1 FY '25 earnings call. I'm Diksha Maheshwari from the Investor Relations team at Cipla. Let me draw your attention to the fact that on this call, our discussion will include certain forward-looking statements, which are predictions, projections or other estimates about future events.
These estimates reflect management's current expectations of the future performance of the company. Please note that these estimates involve several risks and uncertainties that could cause our actual results to differ materially from what is expressed or implied.
Cipla does not undertake any obligation to publicly update any forward-looking
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