Lupin Limited has informed the Exchange about Investor Presentation
LUPIN · price
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Lupin reported strong Q4 FY26 results with sales of INR 73,919 million (up 33% YoY), EBITDA of INR 21,711 million (29.4% margin), and net income of INR 14,604 million (up 89% YoY). Full year FY26 sales reached INR 274,875 million with 54.6% EBITDA growth. The US market drove performance with INR 35,145 million in sales (55% YoY), the highest quarterly sales ever. Key strategic moves include completing the VISUfarma B.V. acquisition to strengthen European specialty presence, signing a Semaglutide licensing agreement with Galenicum for 23 countries, and receiving European Commission approval for Biosimilar Ranibizumab. The company launched 15 products in the US in FY26 and targets 100+ new product launches by FY31, with complex products expected to contribute 65%+ of new product launch revenue.
The strong margin expansion and 89% net income growth demonstrate operational leverage from cost optimization and a favorable product mix shift toward complex generics and biosimilars. Management's multi-year growth targets and clear focus on specialty/high-margin segments signal sustainable profitability improvement ahead.