| Revenue growth | 23% YoY for FY26. |
|---|---|
| Margins | FY26 29.7%; FY27 expected lower at 25% due to competition. |
| Demand visibility | Strong for chronic therapies and new biosimilars. |
| Management confidence | High for India and complex US launches. |
Growth
FY26 Revenue grew 23% YoY; US business up 40% to $1.318bn; India prescription business grew 10.6%.
Outlook
FY27 Guidance: high single-digit revenue growth with ~25% EBITDA margins. Plans to launch 50+ US products in 3 years.
Risks
Potential price erosion in Tolvaptan/Mirabegron; US competition; inflationary freight costs; geopolitical uncertainty.
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.
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- Value
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- Execution
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