Lupin's Q2 FY 2025-26 Quarterly Results

Result Summary

• Lupin Ltd reported a 12.4% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 24.9%.
• Its expenses for the quarter were up by 4.0% QoQ and 10.1% YoY.
• The net profit increased 21.6% QoQ and increased 72.8% YoY.
• The earnings per share (EPS) of Lupin Ltd stood at 32.28 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Lupin Ltd is a global pharmaceutical company that primarily engages in the development, manufacture, and sale of a wide range of branded and generic formulations, biotechnology products, and active pharmaceutical ingredients (APIs). The company operates in the healthcare sector, catering to various therapeutic areas including cardiovascular, diabetology, asthma, pediatrics, central nervous system (CNS), gastro-intestinal, anti-infectives, and non-steroidal anti-inflammatory drugs (NSAIDs). Lupin Ltd is known for its strong research and development capabilities, which support its broad product portfolio and contribute to its competitive edge in the pharmaceutical industry. Recent developments or specific achievements about the company are not available in the provided data.

Revenue

In the second quarter of the fiscal year 2026 (Q2FY26), Lupin Ltd reported a total income of ₹7137.51 crores, marking a 12.4% increase from the previous quarter (Q1FY26) where the total income was ₹6347.38 crores. Compared to the same quarter in the previous fiscal year (Q2FY25), the total income has grown significantly by 24.9% from ₹5715.02 crores. The upward trend in revenue indicates a strong performance in generating income over the periods compared, showing consistent growth both on a quarterly and annual basis. The revenue growth is an essential indicator of the company's capacity to enhance its market share and expand its operations within the pharmaceutical industry.

Profitability

Lupin Ltd's profitability has shown remarkable growth in Q2FY26. The Profit Before Tax (PBT) for this quarter was ₹2006.97 crores, representing a substantial increase of 41.8% from ₹1415.54 crores in Q1FY26, and an impressive 90.3% increase from ₹1054.86 crores in Q2FY25. The Profit After Tax (PAT) also saw significant growth, reaching ₹1484.83 crores in Q2FY26, which is a 21.6% rise from ₹1221.46 crores in Q1FY26 and a 72.8% increase from ₹859.48 crores in Q2FY25. Earnings Per Share (EPS) for this quarter stood at ₹32.28, up from ₹26.62 in the previous quarter and ₹18.64 in the same quarter of the previous year, reflecting a year-over-year growth of 73.2%. The substantial increases in both PBT and PAT indicate enhanced profitability.

Operating Metrics

The operating metrics of Lupin Ltd for Q2FY26 reveal an increase in total expenses, which were ₹5130.54 crores, representing a 4.0% rise from the ₹4931.84 crores reported in Q1FY26 and a 10.1% increase from ₹4660.16 crores in Q2FY25. The tax expenses for the quarter were ₹522.14 crores, significantly higher than ₹194.08 crores in Q1FY26 and ₹195.38 crores in Q2FY25, with a quarter-over-quarter increase of 169.0% and a year-over-year rise of 167.2%. These metrics indicate the company's expenditure trends and the impact of tax obligations on its financial performance. The increase in expenses and tax could influence the operational dynamics of Lupin Ltd, reflecting on the strategies employed to manage costs and taxation.