News

– Cipla’s net profit at ₹1,214 crore, compared to a CNBC-TV18 poll of ₹1,052 crore

– Revenue up 9.2% from last year at ₹6,729 crore, in-line with estimates of ₹6,700 crore

– EBITDA up 16.8% to ₹1,537 crore but below expectations of ₹1,582 crore

– EBITDA margin at 22.84%, below the 24% expectation but higher by 184 bps from last year

– Cipla will also pay ₹16 per share as dividend

– Cipla reported a 16% jump in its other income, which contributed to its profitability, along with a lower tax outgo

– Net Profit Up 18% at ₹13.1 Cr Vs ₹11.1 Cr (YoY)

– Revenue Up 16% at ₹86 Cr Vs ₹74.3 Cr (YoY)

– EBITDA Loss at ₹1.5 Cr Vs EBITDA Of ₹0.5 Cr (YoY)

– To issue warrants to Promoters & Non-promoters at ₹134/Warrant

– To Issue warrants to Non-promoters incl Quant MF, Tejas Trivedi, Abakkus & Prashant Jain

Shares of agrochemicals major UPL Ltd declined over 5% on Tuesday, May 13, as brokerages remained divided on the stock. Read here

Outlook for Q1FY26

– Prices have moved up across geographics

– Europe EBITDA will move into the green

FY26

– Capex at ₹15k cr, Net Debt will be lower vs FY25

– UK turns EBITDA positive

– Net Profit Down 6.71% At ₹26.40 Cr Vs ₹28.30 Cr (YoY)

– Revenue Up 5.80% At ₹167 Cr Vs ₹158 Cr (YoY)

– EBITDA Down 18% At ₹45.50 Cr Vs ₹55.50 Cr (YoY)

– Margin At 27.23% Vs 35.13% (YoY)

– From Q1FY26, Europe will be EBITDA positive

– UK is heading towards breakeven on EBITDA in a couple of quarters

For its subsidiary Jaguar Land Rover (JLR), its net profit may increase by 19% from last year, while revenue may only see a modest 2% growth from last year. Its EBITDA may decline by 5%, while EBITDA margin may narrow by 90 basis points from last year, as per the CNBC-TV18 poll.

– Domestic sales expected to see a 9-11% growth

– Growth in domestic business to be led by base business and Sanofi’s CNS portfolio

– US sales estimate to be around $218 million – could decline around 3-4% QoQ

– US likely to declined due to lower sales of Lanreotide impacted by supply challenges

– Revlimid generic sales likely to be flattish – Estimate around $54 million vs $55 million QoQ

– One Africa estimated to grow over 15% YoY, and 8 to 9% growth in Europe + RoW

– EBITDA Margins estimate at around 23-24%

– APE seen up 6% at ₹3,038 cr vs ₹2,870 cr (YoY)

– Value of New Business (VNB) may fall 4% to ₹792 cr vs ₹820 cr

– VNB margin seen at 26.1% vs 28.6% (YoY)

– Margin shall contract due to higher marketing spends

– Inventory & discounting trend

– Premiumisation plan

– Demand outlook and timeline of new launches

– Updates on EV volume ramp-up

– Negative operating leverage higher VME & marketing spends to drag margin

– Commodity tailwinds in EV due to decline in battery prices

– PLI accrual partly offset by higher discounts

– JLR demand and margin outlook.

– JLR discounting and environment tariffs

– INDIA CV business: freight rate and discounting

– Upcoming launches

Q4FY25 (YoY) Consolidated

Profit down 55% at ₹7,841 crore Vs ₹17,353 crore

Revenue up 3% at ₹1.23 lakh crore Vs ₹1.20 lakh crore

EBITDA down 3% at ₹16,539 crore Vs ₹16,993 crore

Margin at 13.4% Vs 14.2%

– Profit up 7% at ₹1,089 cr Vs ₹1,016 cr

– Revenue up 2% at ₹9,705 cr Vs ₹9,519 cr

– EBITDA flat at ₹1,362 cr Vs ₹1,359 cr

– Margin at 14% Vs 14.3%

– Volumes down 1% YoY & down 6% QoQ

– Volumes at 13.80 lk units Vs 13.92 lk units (YoY ) & Vs 14.63 lk units (QoQ)

– Realisation seen rising 3% YoY & 1% QoQ

– Muted earnings expected

– Likely weakest amongst two-wheelers

– Revenue to be supported by realisation increase

– Muted earnings seen

– Volumes decline for most segments

– Minor growth seen in revenue

– Consolidated margin to contract due to fall in JLR margin

– In US there was some pre-buying & inventory buildup ahead of tariff

– Losses narrow

– Healthy growth in revenue

– Focus on increasing distribution

Allied Blenders and Distillers will consider a proposal to raise funds through various instruments, including equity shares, convertible securities, debentures or a qualified institutional placement, at its board meeting on May 15. The board will also review the company’s audited financial results for the year ended March 31, 2025, and may recommend a dividend, it said in a filing.

Shares of Tata Steel will be in focus on Tuesday, May 13, after the company reported a consolidated net profit of ₹1,201 crore for the quarter ended March 2025, which was higher than CNBC-TV18’s estimate of ₹1,080 crore and more than double last year’s ₹555 crore. The stock settled with gains of 6.16% on Monday at ₹151.55.

Good Morning!

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