India · Delayed Price · Currency is INR Lupin Earnings Call Transcripts
Fiscal Year 2026
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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 with strong margin expansion driven by U.S. and emerging markets. Raised EBITDA margin guidance, robust pipeline in biosimilars and specialty, and strategic acquisitions set the stage for sustained 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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Delivered strong double-digit growth and margin expansion in FY2025, with robust performance across all regions and segments. Outlook remains positive, driven by complex generics, new launches, and continued cost optimization, while maintaining a zero-debt position and strong cash flows.
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Double-digit revenue and profit growth were achieved, with EBITDA margins at a five-year high and strong performance in the U.S. and EMEA. The outlook remains positive, driven by a robust pipeline, increased R&D, and focus on complex generics, specialty, and biosimilars.
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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 delivered double-digit revenue and margin growth, with strong performance across all geographies and robust new product launches. Gross margin improved to 68.4%, and EBITDA margin reached 23.3%. US and India segments led growth, with a positive outlook for FY25.