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Cipla Allots 8,879 Equity Shares Under ESOP and ESAR Schemes
Cipla Limited has allotted 8,879 fully paid-up equity shares of face value INR 2 each on January 28, 2026. This allotment is a result of employees exercising their options under the Employee Stock Option Scheme 2013-A and the Cipla Employee Stock Appreciation Rights Scheme 2021. Consequently, the company's total paid-up share capital has increased to INR 1,61,55,61,354. The total number of equity shares outstanding now stands at 80,77,80,677.
Key Highlights
Allotment of 8,879 equity shares of INR 2 face value each
Shares issued under ESOS 2013-A and ESAR Scheme 2021
Total paid-up capital increased to INR 161.55 crore
Total outstanding equity shares reached 80,77,80,677
Allotment approved by the Operations and Administrative Committee on Jan 28, 2026
💼 Action for Investors
This is a routine administrative update with negligible equity dilution. No action is required from investors as it does not impact the company's fundamental valuation.
Cipla Q3 FY26: Revenue flat at Rs 7,074 Cr; EBITDA margin dips to 17.7% on Revlimid decline
Cipla reported flat year-on-year revenue of Rs 7,074 crores for Q3 FY26, primarily impacted by a sharp decline in generic Revlimid sales. The One-India business remained a bright spot with 10% growth, while the North America segment recorded $167 million in revenue. Profitability was pressured, with EBITDA margins falling to 17.7% and PAT at Rs 676 crores, which included a Rs 276 crore exceptional item for labor code changes. Management lowered the full-year FY26 EBITDA margin guidance to approximately 21% due to Lanreotide supply disruptions and increased R&D investments.
Key Highlights
Revenue stood at Rs 7,074 crores (flat YoY) with EBITDA margin at 17.7% excluding other income.
One-India business grew 10% YoY, with the respiratory segment crossing Rs 5,000 crores in IPM.
Lanreotide supply is temporarily paused due to partner FDA issues, with resupply expected only in H1 FY27.
R&D spending increased by 37.4% YoY to Rs 494 crores (7% of revenue) to support the future pipeline.
Net cash position remains strong at Rs 10,229 crores despite dividend payments and acquisitions.
💼 Action for Investors
Investors should be cautious due to the lowered margin guidance and Lanreotide supply issues, though the strong India growth and healthy cash balance provide long-term support. Monitor the progress of the Indore facility re-inspection and the transition to new leadership under Achin Gupta.