| Revenue growth | FY26 revenue grew 23% YoY; Q4 up 32% YoY. |
|---|---|
| Margins | FY26 EBITDA margin hit 29.7%; FY27 guided down to ~25%. |
| Demand visibility | Strong outlook for complex generics and biosimilars in US and Europe. |
| Management confidence | Balanced and transparent regarding FY27 margin headwinds and competitive pressures. |
Growth
FY26 revenue grew 23% YoY; US sales up 40% led by Tolvaptan and Mirabegron; India prescription business grew 14.5%.
Outlook
FY27 guidance: high single-digit revenue growth with ~25% EBITDA margins; 50+ US product launches planned over 3 years.
Risks
EBITDA margins guided lower at 25% for FY27 due to expected generic competition in US key products.
Earnings Call filed with NSE, NSE: LUPIN. Summary written with AI assistance from the document.
Lupin Ltd: key numbers
- Share price
- ₹2,006.90
- Market cap
- ₹91,774 Cr
- Revenue (annual)
- ₹27,958 Cr
- Net profit (annual)
- ₹5,333 Cr
- P/E (TTM)
- 16.6×Sector 47.4×
- Promoter holding
- 46.85%-0.01% QoQ
- FII holding
- 22.42%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lupin Ltd
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- Value
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- Execution
- Initial term until 20th anniversary of first commercial sale
Lupin Management Change
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