India · Delayed Price · Currency is INR Lupin Earnings Call Transcripts
Fiscal Year 2026
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Record FY 2026 results with 23% revenue and 55% EBITDA growth, driven by strong U.S., India, and emerging market performance. FY 2027 guidance targets high single-digit revenue growth and 25% EBITDA margin, factoring in increased competition and new product launches.
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Q3 FY26 saw record revenue and EBITDA, with broad-based growth across all regions and strong U.S. performance. Key launches, biosimilar approvals, and strategic acquisitions support a positive outlook, with EBITDA margin guidance raised and robust R&D investment continuing.
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Record quarterly revenue and EBITDA were achieved, with strong growth across U.S., Europe, and emerging markets. Margins expanded significantly, driven by new launches and operational excellence, while guidance for EBITDA margin was raised for the full year. VISUfarma acquisition and biosimilars pipeline are set to drive future growth.
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Double-digit revenue and profit growth in Q1 FY 2026, with EBITDA margin up to 26.6% and strong U.S. performance led by tolvaptan launch. Guidance reaffirmed for robust growth and margins, supported by a strong pipeline in complex generics and specialty products.
Fiscal Year 2025
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Strong FY2025 results with $2.7B revenue, 24% EBITDA margin, and double-digit growth across all regions. Complex generics, specialty, and India business drive future growth, with robust pipeline and cost optimization supporting margin expansion.
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Double-digit revenue and profit growth were achieved, with EBITDA margins at a five-year high and strong performance across the U.S., EMEA, and India. The company is focused on expanding its complex generics, injectables, and specialty portfolio, while maintaining robust R&D investment and monitoring risks such as U.S. tariffs and litigation.
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Double-digit revenue and EBITDA growth were driven by strong India, U.S., and international performance, margin expansion, and new product launches. Guidance remains robust with sustained margins, increased R&D, and a focus on complex generics and specialty products.
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Q1 FY25 saw double-digit revenue and margin growth, with EBITDA margin at 23.3% and strong performance across US, India, EMEA, and growth markets. New launches, operational improvements, and a robust pipeline support a positive outlook, with R&D spend focused on complex generics and respiratory products.