Half Year 2025 Cipla Ltd Earnings Call Transcript
Key Points
- Cipla Ltd (BOM:500087) reported its highest ever quarterly EBITDA margin at 26.7%, showcasing strong profitability.
- The company's North America revenue reached $237 million, with Albuterol enhancing its market share to 19%.
- Cipla's Consumer Health business posted robust growth of over 20%, with anchor brands maintaining leadership positions.
- The Africa business recorded vigorous growth of 22%, with South Africa delivering similar growth in local currency terms.
- Cipla achieved a ranking improvement in the S&P Downtown Sustainability Index, with a score increase from 70 to 79.
- The One-India business experienced slow seasonal growth, particularly in the acute category, impacting overall growth.
- Cipla faced temporary supply challenges in Lanreotide, which are expected to affect Q3 sales.
- The Goa facility received six 483 observations from the US FDA, with classification still awaited.
- Trade Generics business was impacted by seasonal factors, affecting its usual growth trajectory.
- The company anticipates a reduced revenue number for Lanreotide in Q3, potentially dropping below the $220 million mark.
Ladies and gentlemen, good day, and welcome to the Cipla Limited Q2 FY25 earnings conference call (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Ms. Diksha Maheshwari from the lead Investor Relations team. Thank you, and over to you, ma'am.
Thank you, Rayo. Good afternoon, and a very warm welcome to Cipla's Q2 FY25 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 for 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 statements,
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