|
15 Sep 2025 |
Lupin
|
Consensus Share Price Target
|
2045.00 |
2224.81 |
- |
8.79 |
buy
|
|
|
|
|
10 Feb 2023
|
Lupin
|
Sharekhan
|
2045.00
|
660.00
|
658.05
(210.77%)
|
Target met |
Sell
|
|
|
|
|
11 Nov 2022
|
Lupin
|
BOB Capital Markets Ltd.
|
2045.00
|
700.00
|
747.00
(173.76%)
|
Target met |
Hold
|
|
|
Q2 revenue grew 11% QoQ (+1% YoY) with recovery in US business and continued momentum in India
|
|
11 Nov 2022
|
Lupin
|
Prabhudas Lilladhar
|
2045.00
|
650.00
|
759.50
(169.26%)
|
Target met |
Hold
|
|
|
|
|
11 Nov 2022
|
Lupin
|
ICICI Direct
|
2045.00
|
680.00
|
747.00
(173.76%)
|
Target met |
Sell
|
|
|
|
|
11 Nov 2022
|
Lupin
|
Axis Direct
|
2045.00
|
740.00
|
747.00
(173.76%)
|
Target met |
Hold
|
|
|
We expect the company to post stable margins due to improving volumes and a richer product mix. We maintain our HOLD rating on the stock with a revised TP of Rs 740/share.
|
|
11 Nov 2022
|
Lupin
|
ICICI Securities Limited
|
2045.00
|
626.00
|
719.35
(184.28%)
|
|
Sell
|
|
|
Lupin’s Q2FY23 performance was above our estimates with better than expected US sales. Revenue grew 1.3% YoY and 10.7% QoQ to Rs41.5bn (I-Sec: Rs39.7bn).
|
|
11 Aug 2022
|
Lupin
|
Geojit BNP Paribas
|
2045.00
|
720.00
|
682.85
(199.48%)
|
Target met |
Hold
|
|
|
|
|
05 Aug 2022
|
Lupin
|
ICICI Direct
|
2045.00
|
610.00
|
668.10
(206.09%)
|
|
Sell
|
|
|
|
|
05 Aug 2022
|
Lupin
|
Prabhudas Lilladhar
|
2045.00
|
600.00
|
666.65
(206.76%)
|
|
Hold
|
|
|
|
|
05 Aug 2022
|
Lupin
|
ICICI Securities Limited
|
2045.00
|
586.00
|
659.95
(209.87%)
|
|
Sell
|
|
|
Lupin’s Q1FY23 performance was disappointing on profitability front. It reported its worst-ever EBITDA margin of 6.2% (I-Sec: 7.3%) due to restructuring in the US as well as continuous impact of inflation on raw materials and freight. US revenue sharply declined to US$121mn (I-Sec: 180mn) vs US$172/181mn YoY/QoQ on ~US$40-50mn one-time impact of restructuring, inventory write-offs and withdrawal of products.
|