CIPLA

Cipla Ltd India ki leading pharmaceutical companies me se ek hai. Key segments: Respiratory medicines (Foracort etc.) US generics market India branded formulations Specialty / biosimilar pipeline India aur North America milkar ~75% revenue contribute karte hain. Revenue Growth FY2025 revenue ≈ ₹28,409 Cr 10-year revenue CAGR ≈ 9–10% Profitability FY2025 Net Profit ≈ ₹5,269 Cr Net margin ≈ 18.5% Valuation P/E ≈ 18–26 range ROE ≈ 16–17% 👉 Pharma sector ke hisaab se valuation reasonable zone me hai. 1️⃣ US business pressure Revlimid drug revenue normalisation US pricing pressure 2️⃣ Profit decline in recent quarter Net profit fell sharply due to supply issues and costs 3️⃣ Margins under pressure Higher R&D spending expected to compress margins in FY26