Lupin Limited has informed the Exchange regarding a press release dated May 07, 2026, titled "Lupin FY2026 and Q4 FY2026 Results".

Revenue growth above 20%Profit growth above 25%EBITDA margin expansionExceptional itemResults View source PDF Explain this filing

LUPIN · price

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Price reactionminutes from the announcement price · days from the prior close

-3.6%Reaction day

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prior close

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announcement price

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Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.1%-3.5% vs market

Pharmaceuticals peers, median of 161sector+0.1%-3.7% vs sector

On the reaction day the stock moved 3.5 pts less than Nifty Midcap 150 and 3.7 pts less than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Lupin Limited reported strong full-year FY2026 results with sales up 23.9% to INR 2,74,875 Mn and PAT surging 62% to INR 53,555 Mn. EBITDA margin expanded significantly by 890 basis points to 33.6%, driven by robust performance in the U.S. market (up 46% for full year) and overall margin improvement. Q4 FY2026 was particularly strong with sales of INR 73,919 Mn (up 32.9% YoY) and PAT of INR 14,687 Mn (up 87.7% YoY). The company received 3 ANDA approvals during the quarter and has 151 generic products in the U.S. market. Exceptional items of INR 5,579 Mn (net) were recorded for the year. The Board recommended a dividend of 900%.

Likely market impact

The results demonstrate strong operational performance with margin expansion and robust profit growth, indicating improved profitability and market position, particularly in the U.S. business. The strong PAT growth and cash generation (net debt of INR -46,358 Mn) are positive for shareholders.

By the numbersConsolidated · Q4 FY26 vs Q4 FY25

	Q4 FY26	Q4 FY25	Change
Revenue	₹7,475 Cr	₹5,667 Cr	+31.9%
Operating profit	₹1,919 Cr	₹838.9 Cr	+128.7%
Profit after tax	₹1,469 Cr	₹782.4 Cr	+87.7%
EBITDA margin	31.5%	23.3%	+8.2 pp

From the company's XBRL filing, not from the text above. Operating profit = profit before tax − exceptional items − other income. EBITDA = profit before tax + finance costs + depreciation − other income.