Lupin Limited — PPTs, 07-08-2026: Investor Presentation

**1. Business Performance:** Lupin reported a strong Q1 FY27: sales up 33% YoY to ₹8,217.2 Cr. Net Income grew 16% to ₹1,415 Cr, and EBITDA surged 50% YoY to ₹2,463.5 Cr, achieving a healthy 30% margin. North America sales jumped 43% (US at $366 Mn), and India's business grew 14%, outperforming the domestic market, with other international markets also showing strong growth.

**2. Growth Drivers & Outlook:** The company is focused on its complex generics and biosimilar pipeline, targeting 20 complex product launches and 5 biosimilar filings by 2028. For FY27, 20+ new products are planned for India and 15+ for the US. Strategic pillars include strengthening chronic leadership in India, expanding digital health initiatives, ensuring regulatory compliance, and ongoing cost optimization.

**3. Recent Developments:** Key product news includes EMA approval for NaMuscla® for children, Lupin's first entry into China, and US FDA approvals for Azilsartan Medoxomil Tabs and a Ranibizumab biosimilar. Manufacturing facilities consistently passed inspections. Notably, Lupin was recognized as World #1 in the Pharma Sector in S&P Global ESG Ratings.

**4. Key Financial Metrics:** Q1 FY27: Sales ₹8,217.2 Cr (+33% YoY), Net Income ₹1,415 Cr (+16% YoY), EBITDA ₹2,463.5 Cr (+50% YoY, 30% margin). R&D was ₹607.7 Cr (7.4% of sales), and the company holds a net cash position.