Lupin Limited has informed the Exchange regarding a press release dated August 05, 2025, titled "Lupin Q1 FY2026 Results".
LUPIN · price
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On the reaction day the stock moved 0.4 pts more than Nifty Midcap 150 and 1.2 pts more 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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Lupin reported strong Q1 FY2026 results with consolidated sales of INR 61,638 Mn, up 11.8% year-on-year and 10.8% sequentially. EBITDA jumped 38% YoY to INR 18,063 Mn, with margins expanding sharply by 560 basis points to 29.3%, driven by better gross margins (71.3% vs 68.4%). Profit after tax (PAT) surged 51.6% YoY to INR 12,215 Mn, while profit before tax grew 42.5% to INR 14,155 Mn. The US business was the standout, growing 24.3% YoY to INR 24,041 Mn, while India sales rose 7.8% to INR 20,894 Mn. R&D spending was healthy at 7.9% of sales (INR 4,844 Mn), and the company remains in a net cash position with negative net debt of INR -12,386 Mn.
Broad-based growth, strong margin expansion, and a 51% jump in profits are likely to be received positively by the market. The net cash balance sheet and double-digit growth across major geographies reinforce the bullish earnings momentum for the stock.