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Lupin
Lupin (500257) investor relations material
Lupin Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary13 Feb, 2026
Executive summary
Achieved 14th consecutive quarter of year-on-year growth, with consolidated Q3 FY26 revenue reaching INR 71,675.2 million, up 24%-26% year-on-year, and broad-based double-digit growth across most regions, including the U.S., India, Europe, LATAM, and emerging markets.
U.S. business delivered highest-ever sales, with North America sales up 46%-62% year-on-year, driven by new product launches (TOLVAPTAN, Risperdal Consta), exclusivity, and strong base business.
India prescription business grew 10.9% year-on-year, with chronic therapies now 67% of the portfolio and new divisions launched, including one for obesity.
Key product launches and regulatory approvals in the US and India, including pegfilgrastim biosimilar and gRisperdal Consta®, supported performance.
Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 12, 2026.
Financial highlights
Q3 FY26 consolidated revenue from operations reached INR 71,675.2 million, up from INR 57,677.1 million in Q3 FY25; EBITDA for the quarter was INR 22,095 million, up 61.8% year-on-year, with a margin of 31.1%.
Net income for Q3 FY26 was INR 11,805.1 million, up 37.5% year-on-year, but down sequentially due to exceptional items.
Gross margin improved to 73.5% from 69.4% last year, driven by better product mix and lower share of in-licensed products.
Net cash stood at INR 2,879 crore as of December 31, 2025; net debt to equity remained low at 0.01.
Basic EPS (consolidated, before exceptional items) for Q3 FY26 was ₹32.97, up from ₹18.75 in Q3 FY25.
Outlook and guidance
Full-year EBITDA margin expected at 27%-28%, above earlier guidance of 25%-26%.
U.S. business expected to sustain $1 billion+ revenue with multiple new launches in injectables, biosimilars, and 505(b)(2) products over the next few years.
India business projected to outperform IPM by 1.2x-1.3x, supported by a strong sales force and robust pipeline.
R&D spend for the full year guided at 7.5%-8.5% of sales.
Plans to file 10-15 ANDAs in FY26, including two 505(b)(2) applications, and target 100+ new product launches by FY31.
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Next Lupin earnings date
Q4 25/2614 May, 2026
Lupin
Next Lupin earnings date
Q4 25/2614 May, 2026
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