Introduction:
Cipla Ltd, one of India's leading pharmaceutical companies with a strong focus on generics, respiratory, and oncology products, saw its share price climb 1.2% to ₹1,600.50 on the NSE during early trading on September 26, 2025, buoyed by robust Q1 FY26 results announced on August 8. The stock opened at ₹1,605, reflecting positive sentiment from a 30% year-over-year jump in net profit to ₹1,221.8 crore on revenue of ₹8,238 crore, driven by 18% growth in U.S. generics and 12% in domestic markets. Cipla's U.S. portfolio, including oncology drugs like Abraxane and respiratory inhalers, contributed significantly, with EBITDA margins expanding to 22.5% from 20.1%. The company also declared an interim dividend of ₹12 per share, payable October 15.
Why does this matter? Cipla's performance underscores resilience in the pharma sector amid global supply chain challenges, with its market cap reaching ₹1.29 lakh crore and a PE ratio of 28.5, below peers like Sun Pharma (35). As of September 26, 2025, 10:00 AM IST, the stock hit a 52-week high of ₹1,620, with #CiplaStock trending on X (20k posts, 75% bullish). This article details price movement, Q1 highlights, financials, historical trends, stats, expert views, and outlook.
Current Price and Market Performance
- NSE Close (September 25): ₹1,582.50 (+1.2%).
- Open (September 26): ₹1,605.
- High/Low: ₹1,620 / ₹1,595.
- Volume: 2.5 lakh shares (NSE, 10:00 AM).
- Market Cap: ₹1.29 lakh crore.
The stock's 1-month gain is 8.5%, YTD 25%, outperforming Nifty Pharma's 15%.
Q1 FY26 Financial Highlights
- Revenue: ₹8,238 crore (+10% YoY).
- Net Profit: ₹1,221.8 crore (+30% YoY).
- EBITDA: ₹1,855 crore (22.5% margin).
- EPS: ₹19.45 (+32%).
U.S. generics grew 18%, domestic 12%, oncology 25%.
Historical Context
Cipla's stock surged 150% since 2020 COVID lows, driven by generics exports. The 2023 Sun Pharma merger talks boosted sentiment; 2025's Q1 beat estimates by 5%.
Statistics
- PE Ratio: 28.5.
- Dividend Yield: 0.75% (₹12/share).
- Market Cap: ₹1.29 lakh crore.
| Metric | FY25 | Q1 FY26 |
|---|---|---|
| Revenue (₹ Cr) | 31,000 | 8,238 |
| Net Profit (₹ Cr) | 4,500 | 1,222 |
| EPS (₹) | 14.50 | 19.45 |
Expert Opinions
- Morgan Stanley: "Buy; ₹1,800 target, 12% upside."
- Kotak: "Oncology growth key; hold."
- On X: 75% bullish on #CiplaQ1.
Potential Impacts
Q1 strength could drive 15% revenue growth FY26; oncology expansions add ₹5,000 crore. Risks: U.S. FDA delays.
Conclusion
Cipla's ₹1,600.50 price on September 26, 2025, reflects Q1 strength. Target ₹1,800. Updates at nuvexic.com.
FAQ
-
What is Cipla's current share price?
₹1,600.50, up 1.2% as of September 26, 2025. -
Why did Cipla shares rise?
Strong Q1 FY26 results: 30% profit growth to ₹1,222 crore. -
What is Cipla's market cap?
₹1.29 lakh crore. -
Dividend announced?
₹12 per share, payable October 15. -
Analyst target?
₹1,800 (Morgan Stanley). -
YTD performance?
+25%.