Lupin Limited has submitted to the Exchange the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2025.
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 Limited reported Q1FY26 (quarter ended June 30, 2025) unaudited financial results, with standalone revenue from operations surging ~37% year-on-year to ₹57,086 million and standalone profit after tax jumping ~139% to ₹21,281 million (EPS of ₹46.60 vs ₹19.51). Consolidated revenue grew ~12% to ₹62,683 million with consolidated PAT up ~52% to ₹12,215 million, while EBITDA margin expanded sharply (standalone PBT margin rose from ~26% to ~45%). The board also disclosed two slump-sale transfers to wholly-owned subsidiaries — the OTC business (₹8,200 million) and the API R&D business (₹180 million), both effective July 1, 2025 — and the acquisition of UK-based Renascience Pharma for ~₹1,362 million. The statutory auditors (B S R & Co. LLP) issued an unqualified limited review report on both standalone and consolidated results.
The very strong earnings, especially the ~139% standalone PAT growth and sharp margin expansion, are likely to be viewed positively by the market and could support the stock price in the short term. Investors may, however, look for clarity on why the standalone growth significantly outpaces the consolidated performance, and watch how the newly carved-out subsidiaries contribute to group numbers going forward.