Lupin Limited share price
NSE: LUPIN · ISIN INE326A01037
Key numbers
- Market cap
- ₹ 95,665 Cr
- Current price
- ₹ 2,092.00
- 52-week high / low
- ₹ 2,530 / 1,900
- Stock P/E
- 17.3
- Book value
- ₹ 491.0
- Dividend yield
- 0.86%
- ROCE
- 28.2%
- ROE
- 26.9%
- Debt to equity
- 0.29
- Sales growth (3 yrs)
- 19.1%
- Profit growth (3 yrs)
- 131.5%
- 1-year return
- 5.1%
About Lupin Limited
Lupin Limited, together with its subsidiaries, operates as a pharmaceutical company in India, the United States, and internationally. The company operates in two segments: Pharmaceuticals and Others. It produces, develops, and markets various branded and generic formulations, biotechnology products, and active pharmaceutical ingredients (APIs). The company also offers products in the therapeutic areas of cardiovascular, diabetology, asthama, pediatrics, central nervous system, gastro-intestinal, anti-infectives, anti-TB, cephalosporins, and nonsteroidal anti-inflammatory drug therapies. In addition, it provides chronic therapies, and hospital-based products; products for diabetes and iron supplements for anemia, and a Budesonide-Formoterol combination for asthma. Further, the company is involved in the provision of diagnostics services, and digital healthcare services; and neuro rehabilition business. It operates through network consisting of labs and collection centers. The company has a strategic collaboration with TB Alliance to support the clinical development and commercialization of Telacebec for the treatment of tuberculosis, leprosy, and buruli ulcer. The company was…
Quarterly results
Consolidated figures in ₹ crores
| Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 5,562 | 6,164 | 7,100 | 7,392 | 8,217 |
| Operating profit | 1,292 | 1,641 | 2,209 | 2,171 | 2,463 |
| Net profit | 773 | 1,219 | 1,176 | 1,460 | 1,415 |
| EPS (₹) | 16.93 | 26.70 | 25.74 | 31.96 | 30.95 |
Concall summary (2026-08-12)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- For the full year, we expect the U.S. business to be in the USD 1.1 billion to USD 1.2 billion range, aided by growth in base business, our injectable launches, and contribution from Pegfilgrastim offsetting the additional competition in products like Mirabegron and Tolvaptan during the year.
- The Chronic segment accounts for around 67% of our portfolio, up from around 65% in FY26, and we have set ourselves a target to increase the share to 70% in the next five years.
Growth & demand
- I would specifically like to mention Diabetes segment, which grew at 31.8% YoY, a second consecutive quarter of 20% plus growth, led by market leadership in Huminsulin® and successful launch of Semaglutide injection.
- What is heartening is that the growth has been diversified and robust across our major geographies, be it the U.S., which grew by 43% YoY; India prescriptions, which grew 15.1% YoY; Other Developed Markets, which grew 48%; Emerging Markets grew 52% YoY; and our GIB business, which grew 40% YoY during the quarter.
Margins & costs
- We would like to reiterate our earlier guidance of high single -digit revenue growth for the organization with EBITDA margins of around 25% during the year.
- EBITDA EBITDA excluding forex and other income during the quarter was INR 2,464 crores vis-a-vis INR 1,641 crores in the same period last year , an increase of 50% YoY.
Capex & expansion
- We believe that we are under-indexed in Europe and have set a clear pathway to grow this business with our complex gene rics, biosimilars portfolio, as well as specialty acquisitions, such as VISUfarma.
- The expenses were higher mainly due to higher volumes in normal course of the business, higher SG&A expenses on account of field force expansion, license fee payments and a part of settlement agreements.
Balance sheet & cash
- August 7, 2026 Balance sheet Operating Working Capital The Operating Working Capital was INR 8,260 crores as of 30 June '26 as compared to INR 7,132 crores as of 31 March '26, which translates to 90 days of net working capital as compared to 87 days recorded earlier.
- Now, with the VISUfarma footprint that we have across the ophthalmology call point, we're going to leverage that as well for Ranibizumab.
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