| 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
- ₹2,092.00
- 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.
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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