Lupin Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Lupin delivered a strong Q1 FY26: Sales up 11.8% to INR 6,164 Cr, EBITDA jumped 27.6% to INR 1,641 Cr, pushing margins to 26.6%. U.S. sales reached USD 282 million, boosted by Tolvaptan launch. Management maintains FY26 EBITDA margin outlook (24-25%) and expects strong overall growth for FY27. Key drivers include new generic approvals for Victoza® and Glucagon (launching soon), plus Risperdal Consta® approval expected September. Lupin is expanding its complex injectable and biosimilar portfolio for future growth. The company feels confident about its strategy and outlook.