The next six months will be challenging, said Cipla Managing Director and Global Chief Executive Officer Umang Vohra, as the pharmaceutical industry faces several moving parts including tariffs in the US.
“Every week or 10 days we’re solving for something new. It’s just become the way in the world. We were solving for – first the tariffs...that began to settle down a bit. Then we began to solve for a potential conflict at the border. So we are hoping for calm,” Vohra told businessline, at a post-quarterly-results media interaction.
“As more policy promulgations begin to stabilise, ... the period after six months may have more certainty than the immediate next six months,” he added.
Cipla posted a consolidated net profit of ₹1,222 crore for the three months ended March 31, 2025, up 30 per cent over the same period last year. It clocked a revenue of ₹6,730 crore, up 9 per cent over last year. The company ended the year with a net profit of ₹5,273 crore, up 28 per cent; and revenues of ₹27548 crore, up 8 per cent over last year.
Vohra, however, did not give a guidance for the present year, with the many “moving parts” including the geo-political situation, and tariffs, he said. On the directive from US President Trump on Monday, seeking price cuts on medicines of over 59 per cent, Vohra said, while it was too early to assess the impact, the order was aimed at branded medicines, he added. And as for generic drugs, he said, they were comparable with the US, and possibly lower in some cases. As for the US tariffs expected in a few days, Vohra indicated that affordable generic medicines were unlikely to be impacted, though the company and the industry were monitoring the fast-changing situation.
Annual performance
Commenting on the company’s annual performance, Vohra had said in a statement, “In FY25, we recorded a revenue growth of 8 per cent over last year with the EBITDA margin of 25.9 per cent, driven by mix and other operational efficiencies. Our One-India business grew at a healthy 7 per cent y-o-y (year-on-year). Key therapies in branded prescription business continued to outpace the market growth, trade generics business growth trajectory is back on track and anchor brands of consumer health business maintained leadership position. With a positive traction in our differentiated assets, the US business posted an all-time high annual revenue of $934 Million.
In One Africa, we recorded a solid growth of 12 per cent y-o-y in dollar terms, powered by firm performance across key markets. Emerging markets and Europe delivered a substantial revenue growth of 15 per cent y-o-y on the back of deep market focus strategy. Going ahead, the focus will be on growing our key markets, further building our flagship brands, investing in future pipeline as well as focusing on resolutions on the regulatory front”.