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Lupin (500257) investor relations material
Lupin Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary6 Aug, 2025
Executive summary
Achieved double-digit year-over-year growth in revenue and profitability for Q1 FY26, with margin expansion and strong US and India performance, including record US revenues from Tolvaptan launch and multiple regulatory approvals.
Net income rose 52% year-over-year to ₹12,191 mn, with total comprehensive income reaching ₹13,816.8 mn.
Launched key products in the US, including Tolvaptan with sole first-to-file exclusivity, and completed strategic acquisitions and business transfers.
India region grew 7.8-8.6% year-over-year, with chronic therapies and respiratory franchise outpacing the market.
Other developed markets, especially Europe/EMEA, delivered robust growth, now accounting for a larger share of total sales.
Financial highlights
Q1 FY26 sales reached ₹62,683.4 million, up from ₹56,003.3 million year-over-year, with total income at ₹63,473.8 million.
US sales grew 23-24.3% year-over-year, reaching $282 million or ₹25,155 mn, with strong respiratory and specialty launches.
EBITDA margin improved to 26.6% (₹16,414 mn), up from 23.3% last year, and net cash stood at ₹1,239 crore as of June 30.
Gross margin improved to 71.3% from 68.4% year-over-year, driven by better product mix and cost efficiencies.
Net income for the quarter was ₹12,214.6 million, up from ₹8,055.4 million year-over-year.
Outlook and guidance
Reaffirmed full-year EBITDA margin guidance at 24-25%, with expectations of continued double-digit top-line growth for both the company and US segment.
Plans to launch 20+ products in India and file 15+ in the US in FY26, with a focus on complex generics and specialty products.
R&D spend expected to be 7.5-8.7% of sales for FY26.
Targeting 100+ new product launches and ~65% of NPL revenue from complex products by FY30.
High single-digit to double-digit growth targeted for FY27, with margin expansion supported by differentiated products and cost focus.
Assess tariff impact and mitigation plans.
How will complex injectables drive growth?
Clarify timeline for NaMuscla U.S. launch.
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Q2 20266 Nov, 2025
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