Lupin Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Q1 FY27 — transcript filed; not yet summarisedQ4 FY26
Q4 FY26 earnings call
Lupin reported Q4 FY26 revenue growth of 32% YoY to Rs. 7,475 crores and EBITDA growth of 68% YoY to Rs. 2,171 crores, marking its 15th consecutive quarter of growth. For the full year, revenue grew 23% YoY to Rs. 27,958 crores with EBITDA margins at 29.7%, driven by strength in the US business which grew 40% YoY to USD 1,318 million, alongside double-digit growth in India, Other Developed Markets and Emerging Markets. Management outlined plans for FY27 including new product launches such as Ravicti, Saxenda and Pegfilgrastim, while flagging anticipated competition in Tolvaptan and Mirabegron.