Ipca Laboratories News and Updates

Name: Latest research reports of Ipca Laboratories Ltd. authored by Emkay and published by - Trendlyne research reports.
Item: Ipca Laboratories Ltd.
Rating: 5
Author: Emkay

Keep track of all breaking news on Ipca Laboratories from all sources in a single place.

Ipca Laboratories Ltd.

02 Jun 2026

1597.40

2.75%

Sharp price-value disconnect emerging

Buy: Ipca Laboratories Ltd.

Emkay

Ipca’s 4QFY26 EBITDA was ahead of our expectations (broadly in line with the consensus’). The beat was driven by higher overall sales, a marginally higher gross margin, as well as lower staff costs.

Ipca Laboratories Ltd. is trading above all available SMAs

Ipca Laboratories Ltd.

02 Jun 2026

1597.40

2.75%

Ipca Laboratories (IPCA IN) Q4FY26 Result Update Strong FY27 guidance BUY

Buy: Ipca Laboratories Ltd.

Prabhudas Lilladhar

IPCA reported strong EBITDA of INR 4.9bn (up 19.6% YoY), 7% above our estimates. Company has guided strong revenue growth of 12-13% and 150 bps margin expansion in FY27. Our FY27 and FY28E EPS stand increased by 2-3% which factors in 11% revenue growth in FY27. Domestic formulation and branded generic business, which now contributes 46% of revenues and ~70% of EBITDA, continued to outperform and grow at healthy levels. We believe 1) recovery in API segment 2) higher margins ex Unichem 3) steady growth in domestic formulation are the key growth drivers. At CMP, the stock is trading at 14.5x EV/EBITDA and 23x PE on FY28E adjusted for Unichem stake. We...

Ipca Laboratories Ltd.'s price crossed above 100Day SMA today

Ipca Laboratories Ltd.

02 Jun 2026

1597.40

2.75%

Ipca Laboratories

Buy: Ipca Laboratories Ltd.

Target

ICICI Direct

Q4FY26 - Formulations drive numbers- Revenues grew 6.3% YoY to 2388.5 crore, mainly driven by formulations. Domestic formulations grew 12% YoY to 853 crore. Under exports formulations - Branded exports grew ~14% to 190 crore, generic exports also grew 39% YoY to 341 crore whereas Institutional exports de-grew 33% YoY to 74.1 crore. The API business was flat at 344.6 crore. The subsidiaries (including Unichem) performance was also below par with ~6% degrowth to 574 crore. EBITDA grew 13% YoY to 483.9 crore while EBITDA margins improved...

Ipca Laboratories Ltd. has an average target of 1793.75 from 4 brokers.

Ipca Laboratories Ltd.

01 Jun 2026

1597.40

2.75%

Domestic/exports formulation drive earnings

Buy: Ipca Laboratories Ltd.

Target

Motilal Oswal

Ipca Laboratories (IPCA) delivered in-line revenue in 4QFY28. It delivered 5% beat on EBITDA, driven by higher gross margin. PAT came in line with estimate.

Ipca Laboratories Ltd.'s price crossed above 100Day SMA today

Ipca Laboratories Ltd.

29 May 2026

1597.40

2.75%

to see Rapid results content

Ipca Laboratories Ltd.

17 Mar 2026

1597.40

2.75%

Ipca Labs rallies 4%, stock hits 52-week high; analysts see more upside

Business Standard

Ipca Labs hit a 52-week high of 1,624 on the BSE in Tuesday's intra-day trade amid heavy volumes and was seen inching towards its record high of 1,757.55 touched on January 3, 2025.

Ipca Laboratories Ltd. is trading above all available SMAs

Ipca Laboratories Ltd.

17 Mar 2026

1597.40

2.75%

Growth visibility improving in DF and exports

Buy: Ipca Laboratories Ltd.

Target

Motilal Oswal

IPCA is taking multiple initiatives for its domestic formulation (DF) segment, such as cardiology portfolio restructuring, Zerodol franchise strengthening, RA focus within pain management, and entry into high-end cosmo-dermatology, to boost its growth prospects.

Ipca Laboratories Ltd.'s price crossed above 100Day SMA today

Ipca Laboratories Ltd.

06 Mar 2026

1597.40

2.75%

Ipca Laboratories (IPCA IN) Management Meet Update Steady growth visibility BUY

Buy: Ipca Laboratories Ltd.

Target

Prabhudas Lilladhar

We interacted with the management of IPCA Laboratories (IPCA) to assess its medium-term growth trajectory. The company is prioritizing disciplined execution over aggressive diversification, with a clear focus on strengthening its core businesses while building growth levers. Domestic formulations and branded generics which now contribute 45% of revenues and ~70% of EBITDA, continued to outperform market and grow at healthy levels. We expect IPCA to deliver revenue growth ex Unichem at +11% over FY26-28E with normalization in export generic and API business. This will aid operating...

Ipca Laboratories Ltd. has an average target of 1793.75 from 4 brokers.

Ipca Laboratories Ltd.

18 Feb 2026

1597.40

2.75%

Broker's Call: Ipca Laboratories (Buy)

Business Line

PL Capital

Ipca Laboratories Ltd.'s price crossed above 50Day SMA today

Ipca Laboratories Ltd.

17 Feb 2026

1597.40

2.75%

Ipca Laboratories (IPCA IN) Q3FY26 Result Update Margin surprise BUY

Buy: Ipca Laboratories Ltd.

Recommendation Target

Prabhudas Lilladhar

Ipca reported strong EBITDA of Rs5.3bn (up 19% YoY) which was 10% above our estimates. Company has witnessed 400bps GMs expansion ex Unichme for 9MFY26 which should sustain given product mix and softer raw material prices. Export API business witnessed recovery in 9MFY26 with 26% YoY growth. Domestic formulation business, which now contributes 40% of revenues and ~55% of EBITDA, continued to outperform and grow at healthy levels. We believe 1) recovery in API segment 2) higher margins ex Unichem 3) steady...

Ipca Laboratories Ltd.'s price crossed above 30Day SMA today

Is Ipca Laboratories Ltd. worth buying?

374 Votes:

Buy 80.48%

Sell 9.89%

Hold 9.63%

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