Lupin News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of Lupin Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: Lupin Ltd.
Rating: 5
Author: Prabhudas Lilladhar

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Lupin Ltd.

07 Aug 2025

2113.90

1.54%

Company Update

Lupin Ltd - 500257 - Announcement under Regulation 30 (LODR)-Newspaper Publication

BSE India

Copy of Newspaper Publication in respect of Unaudited Financial Results of the Company for the quarter ended June 30, 2025.

pdf

Lupin Ltd.

07 Aug 2025

2113.90

1.54%

Lupin (LPC IN) Q1FY26 Result Update Multiple growth...

Buy: Lupin Ltd.

Prabhudas Lilladhar

Lupin's (LPC) Q1FY26 EBITDA stood at Rs16.4bn (up 28% YoY) was in line with our estimates on the back of higher US sales supported by niche launches (gTolvaptan). LPC saw remarkable turnaround in profitability with ~2x jump in EBITDA over FY23-24 aided by better product mix, continued niche launches in the US, clearance from USFDA for facilities, domestic formulations regaining momentum and cost optimization measures. We expect margins to sustain given a strong pipeline in the US. Our FY26E and FY27E broadly remain...

Lupin Ltd. is trading above all available SMAs

Lupin Ltd.

07 Aug 2025

2113.90

1.54%

Another quarter, another earnings beat

Buy: Lupin Ltd.

Target

Emkay

Lupin delivered yet another quarter of earnings outperformance vs street as well as our estimates, with the beat in 1QFY26 being driven by a higher gross margin.

Geojit BNP Paribas upgraded Lupin Ltd. to Buy with a price target of 2225.0 on 25 Nov, 2025.

Lupin Ltd.

07 Aug 2025

2113.90

1.54%

Risk towards exclusive products emerging; valuation attractive

Hold: Lupin Ltd.

Recommendation Target

ICICI Securities Limited

Lupin’s Q1FY26 result was largely in-line with our estimates. Launch of Tolvaptan in US (180 days exclusivity) helped Lupin offset the impact of price erosion in its US portfolio and a muted performance in India.