Lupin Limited — PPTs, 07-05-2026: Investor Presentation

Lupin delivered a strong Q4 FY26! Sales hit ₹7,391.9 Cr, up 33% YoY. EBITDA soared 89% to ₹2,171.1 Cr, with margins at 29.4%. Net Income grew 68% to ₹1,460.4 Cr, boosted by one-time exceptional items. North America sales jumped 55% YoY to ₹3,514.5 Cr ($37.1 Cr), while India business grew 12% to ₹1,908.2 Cr, with its Rx segment outperforming the market. LATAM also saw robust 75% YoY growth.

Key strategic moves include the acquisition of VISUfarma B.V. to strengthen European specialty pharma and the expansion of the Dabhasa manufacturing facility to scale peptide platforms. Notable recent developments include the launch of Dapagliflozin Tabs and Sugammadex Inj in the US, securing EU approval for Biosimilar Ranibizumab, and a co-marketing agreement for Semaglutide with Zydus in India. The company also reported positive FDA inspections for sites like Goa.

Looking ahead, Lupin plans 20+ product launches in India for FY27, aiming for 70% chronic market share by FY31. In the US, 15+ ANDA filings are planned for FY27, targeting 100+ new product launches and 5+ biosimilars by FY31, solidifying its focus on complex generics and biosimilars for future expansion.