LUPINNSELupin Limited· PharmaceuticalsHighNeutral
Announced Thu, 12 Feb · 21:19 IST

Lupin Limited has submitted to the Exchange, the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter and nine months ended December 31, 2025.

Revenue Growth 20pctPat Growth 25pctExceptional ItemResults View source PDF

LUPIN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Lupin reported consolidated revenue of ₹71,675 million for Q3 FY26, up 24.3% year-on-year, with 9M FY26 revenue at ₹204,834 million, up 20.2% YoY. Consolidated profit after tax rose 29.9% YoY in Q3 to ₹11,105 million, and 52.4% YoY for 9M FY26 to ₹38,468 million. The company booked exceptional charges of ₹4,266 million in Q3, including a ₹4,494 million (USD 50 million) provision for US antitrust class-action lawsuits and a ₹1,348 million (USD 15 million) provision toward the Astellas/Mirabegron settlement. These were partially offset by a ₹6,590 million gain booked in Q2 from the slump-sale transfer of its OTC and API R&D businesses to subsidiaries. On the M&A front, Lupin agreed to acquire Dutch firm VISUfarma for EUR 190 million (pending) and completed the acquisition of UK-based Renascience Pharma for ₹1,362 million. Statutory auditor B S R & Co. LLP issued an unqualified limited review report on both sets of results.

Likely market impact

Strong top-line growth of over 20% on a consolidated basis signals healthy demand momentum, but the Q3 bottom line was hit by large one-time legal and settlement provisions, which may temper near-term earnings sentiment despite the robust underlying business performance.