Synopsis:
This Pharmaceutical inventory is within the information at present following the announcement of a powerful Q2 consequence with 73 p.c development in earnings and 24 p.c development in its income together with Robust efficiency within the US market.
The shares of this firm which is an innovation-led transnational pharmaceutical firm headquartered in Mumbai. Lupin develops and commercializes a variety of branded and generic formulations, biotechnology merchandise, and APIs in over 100 markets within the U.S., India, South Africa, and throughout the Asia Pacific (APAC), Latin America (LATAM), Europe, and Center East areas had been in information at present as firm declared its Q2 outcomes with sturdy efficiency metrics and development in worldwide enterprise.
With a market cap of Rs 89,842 crore, the shares of Lupin Ltd gained about 2.33 p.c p.c reaching a excessive of Rs 2001.75 when in comparison with its earlier day closing worth of Rs 1956.05 .The shares are buying and selling at 17 p.c low cost from its 52 week excessive of Rs 2,403.45 and have given a return of 177 p.c during the last 3 years.
Q2 FY26 Outcome highlights
The Income from operations for the corporate stood at Rs 6,831.43 crore when in comparison with Rs 5,497.01 crore in Q2 FY25, rising by about 24 p.c YoY and on QoQ growing by 11 p.c from Rs 6,163.75 crore in Q1 FY26.
The revenue after tax grew by about 73 p.c YoY whenever you examine the Q2 FY26 at Rs 1,484.83 crore to Rs 859.48 crore in Q2 FY25, and on QoQ foundation has elevated 21.56 p.c from Rs 1,221.45 crore in Q1 FY26.
The EBITDA margin is at 35.6 p.c in comparison with 25.2 p.c in Q2 FY25 and EBITDA is at Rs 2,431.3 crores in comparison with Q2 FY25 EBITDA which is at Rs 1,382.7 crores with 76 p.c YoY development.
Through the quarter, the corporate continued its sturdy concentrate on innovation, investing Rs 509.1 crore in analysis and improvement , accounting for 7.5 p.c of its complete gross sales. As of September 30, 2025, the corporate’s working working capital stood at Rs 7,730.4 crore, reflecting environment friendly administration of its operational assets. Capital expenditure for the quarter got here in at Rs 347.4 crore, underscoring ongoing investments in capability and modernization. Notably, the corporate maintained a web debt place of Rs -1,664.6 crore, indicating a wholesome web money stability, with a web debt-to-equity ratio of -0.08, highlighting its sturdy monetary energy and low leverage.
Lupin’s U.S. gross sales for Q2 FY26 stood at Rs 2,762 crore, a powerful 47.3 p.c YoY development from Rs 1,875 crore in Q2 FY25. In greenback phrases, income rose to USD 315 million from USD 223 million, contributing 40 p.c of the corporate’s world gross sales. Through the quarter, Lupin secured 6 ANDA approvals from the U.S. FDA and launched 6 new merchandise, increasing its U.S. portfolio to 147 generic medicine. The corporate retained its place because the third largest participant in each the U.S. generic and complete prescription markets (IQVIA, Q3 2025), main in 49 merchandise and rating among the many high three in 113 of its marketed generics.
Mr. Nilesh Gupta, Managing Director, Lupin Restricted mentioned “We’re delighted to current considered one of our strongest performances ever on this second quarter of FY26. We proceed to see sturdy development in revenues and EBITDA led by sturdy efficiency throughout the board, within the U.S., rising markets, different developed markets and in India, supported by larger operational efficiencies and sustained investments. We intend to leverage the efficiency of H1 to ship a powerful FY26”.
Concerning the firm
Lupin Restricted, headquartered in Mumbai, is a worldwide pharmaceutical firm with a presence in over 100 markets worldwide. The corporate develops and manufactures a variety of branded and generic medicines, advanced generics, biotech merchandise, and lively pharmaceutical substances (APIs).
With a powerful foothold in India and the U.S., Lupin serves key therapeutic areas reminiscent of respiratory, cardiovascular, diabetes, infectious ailments, gastrointestinal, CNS, and ladies’s well being. Backed by 15 manufacturing websites, 7 R&D facilities, and a 24,000-strong workforce, Lupin continues to drive innovation and enhance affected person outcomes via its subsidiaries, that are Lupin Diagnostics, Lupin Digital Well being, and Lupin Manufacturing Options.
Written by Leon Mendonca.
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