ALFA Finder| 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
- ₹2,019.60
- Market cap
- ₹92,355 Cr
- Revenue (annual)
- ₹27,958 Cr
- Net profit (annual)
- ₹5,333 Cr
- P/E (TTM)
- 17.7×Sector 43.8×
- Promoter holding
- 46.84%-0.01% QoQ
- FII holding
- 23.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lupin Ltd
All →Lupin Product Launch
Lupin announced the European launch of its biosimilar Ranibizumab (Ranluspec) via commercial partner Sandoz. The launch covers Europe excluding Germany following European Commission approval.
Lupin Earnings Call Transcript: Key Takeaways
Revenue up 11% to ₹7,827 Cr, but EBITA margin fell to 25.1% from 31.3%; US down 13.4% QoQ on Tolvaptan erosion; management hedged FY28 outlook.
Lupin Investor Presentation: Key Takeaways
Q2 FY27 net sales ₹77,855mn (+14% YoY); EBITDA ₹19,574mn, margin 25.1% (vs 31.3%); net income ₹11,553mn (-21.8% YoY). US pressured by competition/LOE.
Lupin Management Change
Lupin appointed Akhil Gupta as an Additional and Independent Director effective 3 November 2026, for five years to 2031. The appointment is subject to shareholder approval.
Lupin Q2 FY27 Results: Net Profit ₹1,155 Cr, Down 22.2% YoY
Lupin Ltd reported revenue from operations of ₹7,827 Cr (+11.1% YoY) and net profit of ₹1,155 Cr (-22.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,155 Cr · -22.2% YoY
Lupin Product Launch
Lupin launched generic Raltegravir Tablets 600 mg in the United States. It is first-to-file, with 180-day exclusivity.