Here's What Analysts Are Forecasting For Ipca Laboratories Limited (NSE:IPCALAB) After Its Third-Quarter Results

Simply Wall St · 3d ago

It's been a good week for Ipca Laboratories Limited (NSE:IPCALAB) shareholders, because the company has just released its latest third-quarter results, and the shares gained 4.6% to ₹1,492. Revenues came in 3.5% below expectations, at ₹24b. Statutory earnings per share were relatively better off, with a per-share profit of ₹29.08 being roughly in line with analyst estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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NSEI:IPCALAB Earnings and Revenue Growth February 18th 2026

Taking into account the latest results, the consensus forecast from Ipca Laboratories' 17 analysts is for revenues of ₹108.4b in 2027. This reflects a solid 14% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 51% to ₹54.16. In the lead-up to this report, the analysts had been modelling revenues of ₹109.4b and earnings per share (EPS) of ₹53.68 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Ipca Laboratories

It will come as no surprise then, to learn that the consensus price target is largely unchanged at ₹1,628. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Ipca Laboratories, with the most bullish analyst valuing it at ₹1,750 and the most bearish at ₹1,350 per share. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2027 brings more of the same, according to the analysts, with revenue forecast to display 11% growth on an annualised basis. That is in line with its 13% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 10% annually. It's clear that while Ipca Laboratories' revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Ipca Laboratories. Long-term earnings power is much more important than next year's profits. We have forecasts for Ipca Laboratories going out to 2028, and you can see them free on our platform here.

You can also see whether Ipca Laboratories is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.