Lupin Limited has informed the Exchange about Transcript of the Investors Meet 2025.

Lupin filed the transcript of its Investor Meet held on May 15, 2025, with CEO Vinita Gupta, MD Nilesh Gupta, and CFO Ramesh Swaminathan presenting. FY25 was highlighted as a stellar year with USD 2.7 billion in revenue and USD 625 million in EBITDA. All regions grew, with US up 17%, India up 14%, and EMEA up 22%. The US business reached USD 925 million with 13% YoY growth and 4.9% market share. Over the last 5 years, gross margins improved from 64% to 69%, EBITDA margins from 16% to 24%, and ROCE from 10% to 20%; the company is now zero-debt. Management laid out 7 strategic priorities: sustaining US and India growth, expanding inhalation, on-time new product launches, building specialty, scaling injectables and biosimilars, developing a novel product pipeline, and continued cost optimization. Key upcoming launches include Glucagon, Liraglutide, Risperidone long-acting, Tolvaptan, and Etanercept in FY26, with first specialty product and biosimilars in FY27. Complex generics are expected to rise from 30% to ~49-55% of US revenues over the next 5 years.