Analyst Concall
Cipla expects US sales to touch $1 bln by FY27
This story was originally published at 17:04 IST on 25 July 2025
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--Cipla: Plan to launch 2-3 peptide products in US in FY26
--CONTEXT: Cipla management comments in post-earnings analysts concall
--Cipla: Expect generic Advair launch in US around Oct-Mar
--Cipla: Working on entire GLP-1 category products
--Cipla: Semaglutide to be significant growth driver FY27 onwards
--Cipla: US sales may touch $1 bln by FY27
By Narayana Krishna and Simran Rede
HYDERABAD/MUMBAI - Cipla Ltd. expects its revenue from the US market to reach $1 billion by 2026-27 (Apr-Mar) as the company has lined up a significant number of product launches, the company's management said at a post-earnings analyst conference call on Friday. Hit by lower sales of generic Revlimid and price erosion, Cipla reported a 7% decline in its US sales in the June quarter to INR 19.33 billion.
On a consolidated basis, the Mumbai-based drugmaker's bottom line for the June quarter increased 10% year-on-year to INR 12.98 billion, slightly higher than the analysts' expectations of INR 12.29 billion. The company's consolidated top line for the quarter rose 4% year-on-year to INR 69.57 billion, slightly lower than the INR 70.25 billion expected by the Street.
The company expects to launch its Advair, a respiratory generic drug with over $1 billion in annual sales, in the US in the second half of the current financial year ending March. The company is also planning to launch 2-3 peptide products in the US in FY26, the management said.
Cipla is working on a range of products in the glucagon-like peptide-1 (GLP-1) category. The company also plans to launch the Semaglutide generic, the first in this category, on the very first day of its patent expiry. Cipla said Semaglutide will be a significant growth driver for the company from FY27 onwards, although the market will be crowded with several generic versions of the drug.
On Friday, Cipla shares closed 3% higher on the National Stock Exchange at INR 1,532.50 per share. The company announced the results during market hours. End
US$1 = INR 86.51
Edited by Saji George Titus
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