| Revenue growth | 32.9% YoY for Q4 FY26; 23.9% for full year FY26. |
|---|---|
| Margins | EBITDA margin improved to 29.4% in Q4 FY26 from 23.2% YoY. |
| Demand visibility | Strong US demand for complex products like Tiotropium and Albuterol. |
| Management confidence | High confidence in complex generic and biosimilar pipeline strategy. |
Growth
Q4 FY26 Revenue grew 32.9% YoY; EBITDA increased 68.0% YoY; Net Income rose 89.0% YoY.
Outlook
Plan to launch 20+ products in India FY27; targeting 100+ new product launches in US by FY31.
Risks
Price erosion in Albuterol and US base business competition; regulatory remediation ongoing at Pithampur Unit II.
Earnings Call filed with BSE, NSE: LUPIN. Summary written with AI assistance from the document.
Lupin Ltd: key numbers
- Share price
- ₹2,092.00
- Market cap
- ₹95,665 Cr
- Revenue (annual)
- ₹27,958 Cr
- Net profit (annual)
- ₹5,333 Cr
- P/E (TTM)
- 17.3×Sector 50.4×
- 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
All →Lupin Employee Stock Options
Lupin Ltd allotted 24,111 equity shares to employees following the exercise of vested stock options under the company's ESOP schemes.
Lupin Product Launch
Lupin received US FDA approval for Modafinil Tablets, USP, a generic version of Provigil. This regulatory approval enables the company to market the drug in the U.S.
Lupin Earnings Call Transcript: Key Takeaways
Lupin reported record Q1 FY27 revenues of ₹8,277 crore with strong EBITDA margins of 30%. Growth was broad-based across US and India, though management expects near-term US moderation due to increased competition in key products.
Lupin Investor Presentation: Key Takeaways
Lupin delivered strong Q1 FY27 results with 33% YoY revenue growth and healthy 30% EBITDA margins, driven by outperformance in US and India markets.
Lupin Q1 FY27 Results: Net Profit ₹1,415 Cr, Up 16.1% YoY
Lupin Ltd reported revenue from operations of ₹8,277 Cr (+32.0% YoY) and net profit of ₹1,415 Cr (+16.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,415 Cr · +16.1% YoY
Lupin Q1 FY27 Results: Net Profit ₹1,417 Cr, Up 16.0% YoY
Lupin Ltd reported revenue from operations of ₹8,277 Cr (+32.0% YoY) and net profit of ₹1,417 Cr (+16.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,417 Cr · +16.0% YoY