|
12 Sep 2025 |
Lupin
|
Consensus Share Price Target
|
1988.00 |
2224.81 |
- |
11.91 |
buy
|
|
|
|
|
11 Nov 2023
|
Lupin
|
BOB Capital Markets Ltd.
|
1988.00
|
1050.00
|
1180.15
(68.45%)
|
|
Sell
|
|
|
Q2 EBITDA/PAT overtook consensus by 16%/25% backed by strong US business from gSpiriva launch and robust margins
|
|
10 Nov 2023
|
Lupin
|
Prabhudas Lilladhar
|
1988.00
|
1200.00
|
1180.15
(68.45%)
|
Target met |
Hold
|
|
|
|
|
10 Nov 2023
|
Lupin
|
Sharekhan
|
1988.00
|
1274.00
|
1170.25
(69.88%)
|
Target met |
Hold
|
|
|
|
|
10 Nov 2023
|
Lupin
|
Axis Direct
|
1988.00
|
1325.00
|
1180.15
(68.45%)
|
Target met |
Buy
|
|
|
We have BUY on the stock
|
|
24 Aug 2023
|
Lupin
|
Geojit BNP Paribas
|
1988.00
|
1142.00
|
1089.50
(82.47%)
|
Target met |
Hold
|
|
|
|
|
07 Aug 2023
|
Lupin
|
Axis Direct
|
1988.00
|
1200.00
|
1081.15
(83.88%)
|
Target met |
Buy
|
|
|
Company Outlook and Guidance: We have confidence in Lupins business and its long-term prospects, which is supported by these factors: 1) New launches in the US market like Darunavir, Cynocobalamin, Diazepem Gel, Vereniciline, Bromfenac, etc.
|
|
06 Aug 2023
|
Lupin
|
ICICI Securities Limited
|
1988.00
|
900.00
|
1064.00
(86.84%)
|
|
Sell
|
|
|
Lupin’s Q1FY24 result was boosted by better performance in India and the US, and milestone income it received from Abbvie (USD 25mn). Sequential growth of 3% in the US was driven by Darunavir, while the acute portfolio is unlikely to have seen traction from the drug shortages in the US.
|
|
05 Aug 2023
|
Lupin
|
Motilal Oswal
|
1988.00
|
820.00
|
1064.00
(86.84%)
|
|
Sell
|
|
|
|
|
05 Aug 2023
|
Lupin
|
BOB Capital Markets Ltd.
|
1988.00
|
800.00
|
1064.00
(86.84%)
|
|
Sell
|
|
|
Q1 a beat with revenue/EBITDA running 8%/25% ahead of consensus; gross margin improves to 65.9% (64.4 ex-licensing income)
|
|
08 Jul 2023
|
Lupin
|
Axis Direct
|
1988.00
|
990.00
|
900.60
(120.74%)
|
Target met |
Buy
|
|
|
Recommendation: We recommend a BUY rating for a target price of Rs 990/share, implying an upside of 10% from the CMP.
|