Lupin Limited has informed the Exchange about Investor Presentation
LUPIN · price
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Awaiting price reaction for this filing.
Lupin shared its Investor Meet 2025 presentation, highlighting strong FY25 results with total revenue of ₹227,079 crore (13.5% YoY) and EBITDA of ₹52,775 crore at a 23.8% margin, up from 15.6% in FY20. Net income surged 71.4% YoY to ₹32,816 crore. The company achieved zero net debt and ROCE improved to 21.6% from 9.9% in FY20. US business grew 22% YoY to ₹83,950 crore, with targets of 100+ new product launches by FY30, 65% of NPL revenue from complex products, and 60+ filings including 30+ Para IVs. India business ranked #8 in IPM with aspirations to grow 1.2-1.3x market growth. Management outlined a detailed pipeline across inhalation, injectables, biosimilars, and specialty platforms with launches spanning FY26-FY30. Free cash flow stood at ₹13.3 bn in FY25, and capex moderated to ₹5.2 bn.
The presentation showcases sustained margin expansion, debt reduction, and a robust complex generics pipeline, which are positive signals for long-term shareholders. Multi-year FY30 targets across segments may set a constructive tone for analysts and could support the stock, though execution of the complex pipeline and USFDA compliance remain key watchpoints.