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Business Standard
4 days ago
- Business
- Business Standard
Cipla Q1 net profit up 10%, driven by consumer health and generics
Pharma major Cipla posted a 10 per cent year-on-year increase in its consolidated net profit, reaching Rs 1,297 crore in the first quarter of financial year 2026 (Q1FY26), up from Rs 1,177 crore. Revenue from operations also rose by 3.2 per cent YoY, reaching Rs 6,837 crore compared to Rs 6,672 crore last year. The increase in profit and revenue was attributed to robust performance in the consumer healthcare and generic markets. Sequentially, revenue was up by 3.6 per cent, with net profit increasing by 6.2 per cent. The results were announced during market hours. Cipla's stock rose by 2.95 per cent, ending the day's trade at Rs 1,531.10 on the BSE. Umang Vohra, Managing Director and Global Chief Executive Officer of Cipla, stated, 'I am pleased to share that we continue to make considerable progress across our focused markets. Going ahead, the focus will be on growing our key markets, further building our flagship brands, investing in future pipelines, and focusing on resolving regulatory challenges.' For FY26, Cipla has guided for EBITDA margins between 23.5 per cent and 24.5 per cent. Growth will be driven by respiratory product launches in the US, new rollouts in India and emerging markets, and strong momentum in the GLP-1 segment, which is seen as a transformative opportunity. While US revenue forecasts remain conservative due to expected Lenalidomide erosion, the company is confident that its expanding pipeline will offset the impact. This quarter, Cipla's India business reported strong performance across all segments. In branded prescription, key therapies like respiratory, urology, cardiac, anti-diabetes, and anti-infectives outpaced market growth, with the chronic portfolio forming 61.5 per cent of sales. Trade generics saw robust growth, aided by strong execution, new product introductions (including entry into orthopaedics), and tech-led initiatives, with seven product launches during the quarter. In consumer health, anchor brands Nicotex, Omnigel, and Cipladine retained leadership in their categories. In North America, Cipla posted revenue of $226 million, driven by differentiated assets. Albuterol reached 19.5 per cent market share, while Lanreotide reached 21 per cent. Launches like nano paclitaxel vials and Nilotinib capsules are set to boost Cipla's oncology and complex generics presence. A strategic tie-up will also bring its first U.S. biosimilar to market in Q2 FY26. For Africa, the company delivered an 11 per cent YoY growth in USD terms, with private market growth. Cipla ranked number 3 overall in South Africa's private market, with its prescription business at number 2, driven by growth in key therapies, tender business, and new launches. In the emerging markets and Europe, the company's focused strategy yielded 8 per cent growth in USD terms, supported by momentum in both DTM and B2B segments, while maintaining stable margins. Cipla also reported a relatively higher research and development (R&D) spend this quarter at 6.2 per cent of revenue. The company sees its biggest growth opportunity in executing a strong pipeline of new product launches, particularly in the respiratory segment, with 3–4 launches lined up for the US and several more planned for emerging markets and India. Cipla is also continuing to actively invest in biosimilars and mRNA platforms, with a Centre of Excellence in Europe, capacity building at its Goa facility, and collaboration with Ethris. A biosimilar in supportive therapy is on track for launch in FY26. The company is also advancing early-stage work in CAR-T and cell/gene therapies, with ongoing evaluations and potential partnerships. Cipla holds a strong net cash position of Rs 10,800 crore and maintains a cautious, science-led M&A strategy, prioritising differentiated, patient-centric products over plain-vanilla brand acquisitions. Internal capital expenditure and R&D investments remain elevated to support long-term growth. From a risk perspective, potential US tariffs are not expected to materially impact generics, though branded products may face greater pressure. Regulatory scrutiny remains a key risk, particularly in manufacturing compliance. Cipla eyes Day 1 launch of GLP-1 drug in 2026 Cipla has identified the GLP-1 category—led by blockbuster drug Semaglutide—as its most significant therapeutic opportunity in the next five years. The company aims for a Day 1 launch after patents expire in mid-2026, using a mix of in-house and partner filings in key global markets. Calling the GLP-1 space 'transformational,' Cipla is adopting a dual filing strategy through both in-house development and external partnerships to ensure early market entry. 'We see the GLP-1 category, including Semaglutide, as one of the biggest therapy opportunities in the last five years,' said Umang Vohra, Managing Director and Global CEO of Cipla. 'Our approach is a mix of own and partner filings to ensure market presence from day one, especially in key markets.' In India, Cipla is working on an economically viable strategy not only for Semaglutide but for the entire GLP-1 portfolio, anticipating price erosion post-2026 but offset by volume growth. Cipla is also monitoring a recent Delhi High Court order restricting fixed-dose GLP-1 combinations but does not anticipate major disruptions for mono-variant GLP-1 therapies. Earlier, Dr. Reddy's Laboratories revealed plans to enter the GLP-1 space with Semaglutide across 87 countries starting in 2026.
Time of India
19-07-2025
- Health
- Time of India
Ooh, Aah, Ouch? Billion-$ Market Feels Your Pain
Mumbai: Indians are increasingly popping over-the-counter pills, using sprays or rubbing in creams to soothe their aches and pains, adding more than a billion dollars to the pain management market over the past five years. The category is the biggest within the non-prescription segment, and has seen about five brands launched every week on average since the pandemic, industry executives said, citing Nielsen data. There were 1,552 brands -including Volini, Omnigel, Dolo and Saridon -to tackle the twinges in 2020; now, there are 2,771. Consumers are more attentive to alleviating any pain on a more immediate basis, said Shivam Puri, managing director at Cipla Health, which sells the biggest rubefacient brand, Omnigel. Rubefacient are gels and creams for topical application. "Rise of urbanisation and increase in chronic illnesses have led to the need for faster, more convenient formats that are accessible across platforms," said Puri. This is despite medical professionals advising caution on random use of painkillers. The pain relief category is often lifestyle-driven in urban markets, especially with gym and sports injuries. As a result, the market for analgesics (pain relief medication) and rubefacient more than doubled to Rs 15,905 crore as of May this year, from Rs 6,820 crore as of May 2020, growing at a compounded annual rate of 18%. This is three times faster than overall over-the-counter market growth, which rose at 6% CAGR to Rs 80,000 crore. Analgesics account for 75% of the pain medication market and within analgesics, paracetamol is the biggest contributor, according to data from market researcher PharmaTrac. Covid has changed Indians' views on pain management, said Sandeep Verma, head for consumer health business for South Asia at Bayer Pharmaceuticals, which sells Saridon. "A lot of Indians view taking pain relief medication as a sign of weakness or worry about becoming dependent on it. Covid made many of us more aware of how stress, exhaustion, and even mild but recurring pain can chip away at our wellbeing and productivity," he said. "More people are starting to understand that living with untreated pain impacts their quality of life." Experts said pain management medications are also used to treat inflammation and adjacent issues, widening the need for the pills. "The analgesic segment that is dominated by paracetamols has been growing at a steady rate of 10%. This is because paracetamol medications are taken alongside other conditions that could include arthritis, any other bacterial or viral infection," said Sheetal Sapale, vice president, commercial, at PharmaTrac. Nitin Kumar Sinha, consultant physician at Mumbai-based WeCare Wellness, said lifestyle-related problems - including rising stress levels, lack of sleep and increasing obesity - are reasons for increasing demand for pain medications.
Economic Times
19-07-2025
- Health
- Economic Times
Sprays, pills, creams...ooh, aah, ouch? India's pain market is now a Rs 16,000 cr giant
Synopsis India's pain relief market has exploded post-pandemic, doubling to nearly ₹16,000 crore in just five years. From gels and sprays to pills like Dolo and Zerodol, pain meds are now a daily fix for everything from gym soreness to chronic stress. The shift is lifestyle-driven and increasingly normalised, but experts warn against unchecked self-medication. As the over-the-counter space booms, driven by awareness and ease of access, the line between relief and risk is getting worryingly thin. Agencies Mumbai: Indians are increasingly popping over-the-counter pills, using sprays or rubbing in creams to soothe their aches and pains, adding more than a billion dollars to the pain management market over the past five years. The category is the biggest within the non-prescription segment, and has seen about five brands launched every week on average since the pandemic, industry executives said, citing Nielsen data. There were 1,552 brands -including Volini, Omnigel, Dolo and Saridon -to tackle the twinges in 2020; now, there are 2,771. Consumers are more attentive to alleviating any pain on a more immediate basis, said Shivam Puri, managing director at Cipla Health, which sells the biggest rubefacient brand, Omnigel. Rubefacient are gels and creams for topical application. "Rise of urbanisation and increase in chronic illnesses have led to the need for faster, more convenient formats that are accessible across platforms," said Puri. This is despite medical professionals advising caution on random use of painkillers. The pain relief category is often lifestyle-driven in urban markets, especially with gym and sports injuries. As a result, the market for analgesics (pain relief medication) and rubefacient more than doubled to ₹15,905 crore as of May this year, from ₹6,820 crore as of May 2020, growing at a compounded annual rate of 18%. This is three times faster than overall over-the-counter market growth, which rose at 6% CAGR to ₹80,000 crore. Analgesics account for 75% of the pain medication market and within analgesics, paracetamol is the biggest contributor, according to data from market researcher PharmaTrac. Covid has changed Indians' views on pain management, said Sandeep Verma, head for consumer health business for South Asia at Bayer Pharmaceuticals, which sells Saridon. 'A lot of Indians view taking pain relief medication as a sign of weakness or worry about becoming dependent on it. Covid made many of us more aware of how stress, exhaustion, and even mild but recurring pain can chip away at our wellbeing and productivity,' he said.'More people are starting to understand that living with untreated pain impacts their quality of life."Experts said pain management medications are also used to treat inflammation and adjacent issues, widening the need for the pills.'The analgesic segment that is dominated by paracetamols has been growing at a steady rate of 10%. This is because paracetamol medications are taken alongside other conditions that could include arthritis, any other bacterial or viral infection,' said Sheetal Sapale, vice president, commercial, at Kumar Sinha, consultant physician at Mumbai-based WeCare Wellness, said lifestyle-related problems — including rising stress levels, lack of sleep and increasing obesity — are reasons for increasing demand for pain medications.'Lack of physical exercise, increase in body weight leading to knee and joint pain, anxiety, depression are all causes of increase in body pain, headaches or migraine,' he said.'There is also an increase in people doing self-medication and several mandatory prescription drugs, strong painkillers and anti-inflammatory medications — that can have severe harmful effects, such as damage to the kidneys, if used over a prolonged period — are today available easily at chemist shops without prescriptions,' said top-selling drugs in the pain category are IPCA's Zerodol SP, Janssen's Ultracet, GSK's Calpol, Micro Lab's Dolo, Torrent's Chymoral Forte and Cipla's Ibugesic Plus. A majority of them are prescription pain is not the only category that people are self-medicating in since the pandemic. Skin creams, earlier prescribed by dermatologists, are drawing a consumer base, especially Gen Z products, which treat scalp and skin issues and form the second biggest category after pain, expanded 8% CAGR over the past five years and are now a ₹14,854 crore Prakash, partner and healthcare services industry leader at Grant Thornton, said, 'Over-the-counter as a segment has grown post-Covid because of more knowledge and information for categories including anti-allergic medications, skin creams, tear drops among others.'
Time of India
19-07-2025
- Health
- Time of India
Ooh, Aah, Ouch? Billion-$ Market Feels Your Pain
Live Events Indians are increasingly popping over-the-counter pills, using sprays or rubbing in creams to soothe their aches and pains, adding more than a billion dollars to the pain management market over the past five years. The category is the biggest within the non-prescription segment, and has seen about five brands launched every week on average since the pandemic, industry executives said, citing Nielsen were 1,552 brands —including Volini, Omnigel, Dolo and Saridon —to tackle the twinges in 2020; now, there are 2, are more attentive to alleviating any pain on a more immediate basis, said Shivam Puri, managing director at Cipla Health, which sells the biggest rubefacient brand, Omnigel. Rubefacient are gels and creams for topical application. 'Rise of urbanisation and increase in chronic illnesses have led to the need for faster, more convenient formats that are accessible across platforms,' said Puri. This is despite medical professionals advising caution on random use of pain relief category is often lifestyle-driven in urban markets, especially with gym and sports injuries. As a result, the market for analgesics (pain relief medication) and rubefacient more than doubled to ₹15,905 crore as of May this year, from ₹6,820 crore as of May 2020, growing at a compounded annual rate of 18%. This is three times faster than overall over-the-counter market growth, which rose at 6% CAGR to ₹80,000 account for 75% of the pain medication market and within analgesics, paracetamol is the biggest contributor, according to data from market researcher has changed Indians' views on pain management, said Sandeep Verma, head for consumer health business for South Asia at Bayer Pharmaceuticals, which sells Saridon. 'A lot of Indians view taking pain relief medication as a sign of weakness or worry about becoming dependent on it. Covid made many of us more aware of how stress, exhaustion, and even mild but recurring pain can chip away at our wellbeing and productivity,' he said.'More people are starting to understand that living with untreated pain impacts their quality of life."Experts said pain management medications are also used to treat inflammation and adjacent issues, widening the need for the pills.'The analgesic segment that is dominated by paracetamols has been growing at a steady rate of 10%. This is because paracetamol medications are taken alongside other conditions that could include arthritis, any other bacterial or viral infection,' said Sheetal Sapale, vice president, commercial, at Kumar Sinha, consultant physician at Mumbai-based WeCare Wellness, said lifestyle-related problems — including rising stress levels, lack of sleep and increasing obesity — are reasons for increasing demand for pain medications.'Lack of physical exercise, increase in body weight leading to knee and joint pain, anxiety, depression are all causes of increase in body pain, headaches or migraine,' he said.'There is also an increase in people doing self-medication and several mandatory prescription drugs, strong painkillers and anti-inflammatory medications — that can have severe harmful effects, such as damage to the kidneys, if used over a prolonged period — are today available easily at chemist shops without prescriptions,' said top-selling drugs in the pain category are IPCA's Zerodol SP, Janssen's Ultracet, GSK's Calpol, Micro Lab's Dolo, Torrent's Chymoral Forte and Cipla's Ibugesic Plus. A majority of them are prescription pain is not the only category that people are self-medicating in since the pandemic. Skin creams, earlier prescribed by dermatologists, are drawing a consumer base, especially Gen Z products, which treat scalp and skin issues and form the second biggest category after pain, expanded 8% CAGR over the past five years and are now a ₹14,854 crore Prakash, partner and healthcare services industry leader at Grant Thornton, said, 'Over-the-counter as a segment has grown post-Covid because of more knowledge and information for categories including anti-allergic medications, skin creams, tear drops among others.'
Time of India
19-07-2025
- Health
- Time of India
Sprays, pills, creams...ooh, aah, ouch? India's pain market is now a Rs 16,000 cr giant
Mumbai: Indians are increasingly popping over-the-counter pills, using sprays or rubbing in creams to soothe their aches and pains, adding more than a billion dollars to the pain management market over the past five years. The category is the biggest within the non-prescription segment, and has seen about five brands launched every week on average since the pandemic, industry executives said, citing Nielsen data. There were 1,552 brands -including Volini, Omnigel, Dolo and Saridon -to tackle the twinges in 2020; now, there are 2,771. Explore courses from Top Institutes in Select a Course Category others CXO Public Policy Design Thinking MCA Healthcare Degree Technology Artificial Intelligence Management Product Management Data Science Data Science MBA Finance Operations Management PGDM Leadership Others Data Analytics Cybersecurity Digital Marketing Project Management healthcare Skills you'll gain: Duration: 16 Weeks Indian School of Business CERT - ISB Cybersecurity for Leaders Program India Starts on undefined Get Details Consumers are more attentive to alleviating any pain on a more immediate basis, said Shivam Puri, managing director at Cipla Health , which sells the biggest rubefacient brand, Omnigel. Rubefacient are gels and creams for topical application. "Rise of urbanisation and increase in chronic illnesses have led to the need for faster, more convenient formats that are accessible across platforms," said Puri. This is despite medical professionals advising caution on random use of painkillers. Fast growth The pain relief category is often lifestyle-driven in urban markets, especially with gym and sports injuries. As a result, the market for analgesics (pain relief medication) and rubefacient more than doubled to ₹15,905 crore as of May this year, from ₹6,820 crore as of May 2020, growing at a compounded annual rate of 18%. This is three times faster than overall over-the-counter market growth, which rose at 6% CAGR to ₹80,000 crore. Analgesics account for 75% of the pain medication market and within analgesics, paracetamol is the biggest contributor, according to data from market researcher PharmaTrac. Covid has changed Indians' views on pain management, said Sandeep Verma, head for consumer health business for South Asia at Bayer Pharmaceuticals, which sells Saridon. 'A lot of Indians view taking pain relief medication as a sign of weakness or worry about becoming dependent on it. Covid made many of us more aware of how stress, exhaustion, and even mild but recurring pain can chip away at our wellbeing and productivity,' he said. 'More people are starting to understand that living with untreated pain impacts their quality of life." Experts said pain management medications are also used to treat inflammation and adjacent issues, widening the need for the pills. 'The analgesic segment that is dominated by paracetamols has been growing at a steady rate of 10%. This is because paracetamol medications are taken alongside other conditions that could include arthritis, any other bacterial or viral infection,' said Sheetal Sapale, vice president, commercial, at PharmaTrac. Nitin Kumar Sinha, consultant physician at Mumbai-based WeCare Wellness, said lifestyle-related problems — including rising stress levels, lack of sleep and increasing obesity — are reasons for increasing demand for pain medications. 'Lack of physical exercise, increase in body weight leading to knee and joint pain, anxiety, depression are all causes of increase in body pain, headaches or migraine,' he said. 'There is also an increase in people doing self-medication and several mandatory prescription drugs, strong painkillers and anti-inflammatory medications — that can have severe harmful effects, such as damage to the kidneys, if used over a prolonged period — are today available easily at chemist shops without prescriptions,' said Sinha. The top-selling drugs in the pain category are IPCA's Zerodol SP, Janssen's Ultracet, GSK's Calpol, Micro Lab's Dolo, Torrent's Chymoral Forte and Cipla's Ibugesic Plus. A majority of them are prescription drugs. However, pain is not the only category that people are self-medicating in since the pandemic. Skin creams, earlier prescribed by dermatologists, are drawing a consumer base, especially Gen Z users. Derma products, which treat scalp and skin issues and form the second biggest category after pain, expanded 8% CAGR over the past five years and are now a ₹14,854 crore market. Bhanu Prakash, partner and healthcare services industry leader at Grant Thornton, said, 'Over-the-counter as a segment has grown post-Covid because of more knowledge and information for categories including anti-allergic medications, skin creams, tear drops among others.'
