Synopsis:
Leading Indian pharma firm with strong global presence, growing OTC focus, and robust US pipeline. Backed by solid financials and expansions, it targets FY26–27 growth, with brokerages maintaining a bullish outlook.
India’s pharmaceutical sector, valued at approximately $66.7 billion in 2025, ranks third globally by volume and fourteenth by value. The industry supplies 20% of the world’s generic medicines and 50% of global vaccines. In FY 2024, sector turnover reached ₹4.17 lakh crore, with annual growth exceeding 7.8%, driven by exports, innovation, and robust domestic demand.
With a market capitalization of Rs 90,489.17 crore, the shares of Lupin Ltd were trading at Rs 1,980.45 per share, increasing around 0.18 percent as compared to the previous closing price of Rs 1,976.85 apiece.
BOB Capital Markets Ltd, one of the well-known brokerages in India, gave a ‘Buy’ rating on this pharma stock with a target price of Rs 2,626 apiece, indicating a potential upside of 33 percent from Monday’s price of Rs 1,980.45 per share.
According to brokerage reports, Lupin’s strategic move to carve out LupinLife Consumer Healthcare into a wholly owned subsidiary signals an intensified focus on India’s self-care market. With Rs 2 billion in OTC sales and robust US pipeline launches like Tolvaptan and Pegfilgrastim, the company targets strong growth in FY27. Domestic sales remain Rx-driven, while adjacencies gain traction.
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Looking forward to the company’s financial performance, revenue increased by 14 percent from Rs 4,961 crore in Q4FY24 to Rs 5,667 crore in Q4FY25. Further, during the same time frame, net profit increased by 112 percent from Rs 368 crore to Rs 782 crore.
Lupin’s global footprint spans across key markets with 15 manufacturing sites and 7 R&D centers, supporting a capacity of over 30 billion units. Its USFDA-approved plants are located in India and the U.S., ensuring global compliance. With presence in North America, Europe, Asia, and Latin America, Lupin maintains strong commercial, research, and distribution networks worldwide.
Lupin expects margin growth in FY26, led by key US launches like Tolvaptan and injectables. Mirabegron sales continue amid ongoing litigation, with confidence in legal defenses. Albuterol faces pricing pressure despite an 18–20 percent market share. Tolvaptan is set for strong H1 FY26, and Spiriva may enjoy another 12 months of generic exclusivity amid uncertain competition.
Lupin Limited is an India-based pharmaceutical company. The Company is engaged in producing, developing, and marketing a range of branded and generic formulations, biotechnology products, and active pharmaceutical ingredients (APIs) globally.
Written by Abhishek Singh
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