Name: Latest research reports of Lupin Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: Lupin Ltd.
Rating: 3
Author: Motilal Oswal

Lupin Ltd.

NSE: LUPIN | BSE: 500257 | ISIN: INE326A01037 | Industry: Pharmaceuticals
| Mid-range Performer

2104.1000 14.60 (0.70%)

NSE Apr 24, 2025 15:47 PM

40.90% Gain from 52W Low

Volume: 1.6M

Lupin Ltd.

14 Dec 2021

2104.10

0.70%

USFDA regulatory hurdle crossed at Goa

Neutral: Lupin Ltd.

Target

Motilal Oswal

Learnings at Goa to enhance remediation measures at other sites as well After almost 4.5 years of regulatory hurdles, LPC received a favorable classification (Voluntary Action Indicated or VAI) for its Goa facility from the USFDA. This is a big relief from a compliance standpoint, given the reasonable contribution in the base business as well as double digit ANDAs pending approval from the Goa site. We expect 21% earnings CAGR over FY21-23E and raise our 12-month forward P/E to 25x (to factor Goa compliance) from 24x earlier and arrive at our TP to INR990/share. While the regulatory clearance removes a key overhang on the Goa...

Lupin Ltd. is trading above all available SMAs