Lupin Ltd

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.

Lupin Regulatory Approval

Lupin received US FDA approval for its generic Amifampridine Tablets 10 mg ANDA. As a first-to-file applicant, it is eligible for 180-day shared generic exclusivity.

Lupin Business Update

Lupin Limited disclosed that the U.S. FDA concluded an inspection at its Goa manufacturing facility, closing with a Form-483 containing one observation. The company will respond within the stipulated timeframe.

Lupin Management Change

Lupin Limited appointed Mr. Brian Savage as President and Chief Legal Officer, effective October 22, 2026. He will oversee global legal, compliance, and IP functions.

Lupin Employee Stock Options

Lupin Limited has granted 40,157 stock options to employees under its existing ESOP scheme at an exercise price of ₹2.00 per share.

Lupin Board Meeting Date

Lupin Limited scheduled a Board meeting on November 03, 2026, to consider and approve its unaudited standalone and consolidated financial results.

Lupin Other Announcement

Lupin Limited received an ESG rating of 70 for FY26 from NSE Sustainability Ratings and Analytics. The assessment was independently prepared using publicly available information.