| Revenue growth | 32% YoY growth; US up 43%, India up 13.9%. |
|---|---|
| Margins | EBITDA margins at 30%; full-year guidance steady at 25%. |
| Demand visibility | Strong chronic segment demand in India; US volume growth healthy. |
| Management confidence | Confident but cautious, flagging near-term competitive headwinds in the US. |
Growth
Revenue grew 32% YoY; US business rose 43% and India 13.9%. Gross margins improved to 74.6% on better product mix.
Outlook
Guided for high single-digit revenue growth and approximately 25% EBITDA margins for full year FY27.
Risks
Near-term moderation in US performance due to competitive entry in Tolevapton and Mirabegron; Geopolitical uncertainty impacts.
Last quarter's promises, checked
Delivered
- Guided 27-28% EBITDA margin → delivered 29.7% (= BEAT)
- Guided high single-digit revenue growth → delivered 23% (= BEAT)
- Targeted chronic segment share 66% → delivered 66% (= BEAT)
Partly delivered
- Guided ETR 22.1% → delivered 30% in Q1 FY27 (= MISS)
Earnings Call Transcript filed with BSE, 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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