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Informist, Thursday, Jul. 23, 2026

 

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--Cipla: Weight loss drug Yurpeak gaining market share 
--CONTEXT: Comments by Cipla's management at post-earnings press conference 
--Cipla: Exploring opportunities to invest in, expand distribution network 
--Cipla: Three respiratory, one peptide product in the pipeline 
--Cipla: Expect reinspection of Indore unit anytime soon 
--Cipla: Retain 18.5-20.0?ITDA margin guidance for FY27 
--Cipla: Priority is to scale up organic growth, up capex 
--Cipla: To continue to explore inorganic opportunities to use cash pile 
--Cipla: Looking for in-licensing deals in India, overseas 
--Cipla: Looking to buy complex products in US, Europe 
--Cipla: US sales gradually improving, new pdt launches to drive growth 
--Cipla: Vast distribution network helping gain traction for Yurpeak 
--Cipla: May come out with semaglutide generic version for global markets 
--Cipla: Maintain $1-bln revenue mark in US for FY27 
--Cipla: Expect US FDA approval for Advair soon 
--Cipla: Expect respiratory drug Advair to be key growth driver 

 

By Gunjan Rajput and Narayana Krishna

NEW DELHI/HYDERABAD – Cipla Ltd. expects its US sales trajectory to steadily improve through the coming quarters, backed by scale-ups in generic Ventolin, three upcoming respiratory drug launches, and a key peptide asset. The Indian pharmaceutical major remains confident of closing the financial year 2026-27 (Apr-Mar) with a $1 billion annual revenue run-rate in its North American market.
  
Addressing the post-earnings press conference following the June quarter financial results, Achin Gupta, the managing director and global CEO of Cipla, highlighted that the bottoming out of North American sales occurred in the March quarter. Sequential growth was now under way. "US, you see a small improvement sequentially between what we reported Q4 and Q1. And we are expecting build up through the coming quarters as we get these big product approvals and as we are able to ramp up the supply on each of these products," said Achin Gupta, MD & Global CEO, Cipla.

 

Cipla has maintained its 18.5–20.0?ITDA margin guidance for FY27. "We are expecting build up through the coming quarters as we get these big product approvals and as we are able to ramp up the supplies on each of these products...Looking forward to a significant movement in the coming quarters," Gupta added.

The company expects US FDA approval soon for generic Advair, which management considers a key growth driver alongside two other respiratory assets and one major peptide opportunity. Furthermore, a routine US FDA inspection at its InvaGen facility concluded with a single Form 483 observation. 

With a cash reserve of INR 94.94 billion, Cipla's primary focus remains on scaling up organic growth by increasing capital expenditure. However, management actively evaluates disciplined inorganic opportunities, including acquiring complex products and specialty assets in the US and Europe. The company wants to explore in-licensing deals in India and international markets to augment its portfolio depth, including biosimilars. Gupta also added that Cipla wants to expand its distribution footprint and invest in channels to drive growth across consumer healthcare and branded formulation lines.  

 

The pharmaceutical major's consolidated net profit for the June quarter fell over 39% on year to INR 7.89 billion and revenue rose just 2% on year and nearly 9% sequentially to INR 71.19 billion.  

Following its recent entry into the fast-growing obesity segment in partnership with Eli Lilly with the brand Yurpeak, which has tirzepatide, Cipla reported strong market traction and rapid market-share gain, leveraging its vast domestic distribution network. "Following our entry into the fast growing obesity segment through our launch of Yurpeak last quarter, the brand continued to see encouraging traction and a solid performance," Gupta said. 

The management noted that if Yurpeak continues its strong growth trajectory in India, the company may not immediately pursue a generic semaglutide launch domestically. However, Cipla plans to file generic semaglutide versions for global markets timed around regional patent expirations.

Thursday, Share of the company ended at INR 1,393 on the National Stock Exchange, down 1.5%.   End

 

Edited by Akul Nishant Akhoury

 

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