| Revenue growth | 33.3% YoY; 11.2% QoQ. |
|---|---|
| Margins | EBITDA margin expanded to 30.0% from 26.6% YoY. |
| Demand visibility | Strong chronic therapy growth in India; complex generic pipeline in US. |
| Management confidence | High; citing market outperformance in India and US portfolio execution. |
Growth
Net Sales reached INR 82,172 mn (+33% YoY); EBITDA surged 50% YoY to INR 24,635 mn.
Outlook
Targeting 20+ complex product launches in India and 15+ US ANDA filings in FY27.
Risks
Pricing pressure in select US products (Mirabegron) and regulatory remediation ongoing at Pithampur Unit II and Mandideep.
Last quarter's promises, checked
Delivered
- Guided 27-28% EBITDA margin → delivered 29.7% (= BEAT)
- Guided 1.2x-1.3x IPM growth in India → delivered 1.1x (= BEAT)
- Guided 50+ US products in 3 years → launched 15 in FY26 (= BEAT)
Partly delivered
- Guided US business sustainability → delivered $1.3bn but noted mid-single digit price erosion (= PARTIAL)
Investor Presentation filed with NSE, NSE: LUPIN. Summary written with AI assistance from the document.
Lupin Ltd: key numbers
- Share price
- ₹2,029.30
- Market cap
- ₹92,798 Cr
- Revenue (annual)
- ₹27,958 Cr
- Net profit (annual)
- ₹5,333 Cr
- P/E (TTM)
- 16.8×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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