How Is Cipla US Segment Navigating Trump’s Executive Order?
Cipla US business, contributing $221 million in Q4 FY25, remained flat due to Lanreotide supply issues and delayed launches, as reported on May 14, 2025.
Despite Trump’s executive order on drug pricing, Cipla expects minimal impact, as US generic prices are already competitive globally.
FY26 projections include $220 million in revenue, with new launches like Nilotinib and Nano Paclitaxel, alongside two to three peptide assets.
Revlimid sales may soften due to lost exclusivity, but a robust pipeline and USFDA-compliant plants support growth.
With a Rs 10,000 crore net cash position, Cipla eyes niche US acquisitions to bolster its complex generics portfolio, trading at 14.4x FY27 EV/EBITDA.
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