Lupin Limited
3,964words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
34%
36%
5%
11%
13%
10%
30 billion
64%
69%
24%
16%
Guidance — 3 items
Key Strengths to Grow
opening
“GLP-1s New TA expansion – GI, Onco, CNS, VMS Partnering in e-commerce, organized retail and institutional business Expansion of Extra-Urban division Target M&A / inorganic activities – mid size cos., brands & portfolios Improving HCP & Patient centricity through our adjacencies 1.”
Key Strengths to Grow
opening
“GLP-1s Participation in ARV tenders 50+ NPLs including Biosimilars & GLP-1s 20+ NPLs including NaMuscla and Biosimilars POS expansion NPLs in Metabolic, CNS, CVS & Biosimilars Portfolio FY20-25 CAGR of ~20% Growth led by increased Tender sales of Anti-TB Kits .”
Key Strengths to Grow
opening
“Key Highlights Climate Change1 Water Biodiversity Assessment ESG Goal Status FY 2025 38% GHG Reduction by 2030 23% GHG Reduction 50% Recycling by 2030 44% Recycling 100% Global Sites by 2030 6 Sites Completed Diversity 15% Women by 2030 9% Women 24,000+ hours Employee Volunteering Supplier Assessment2 Education & Awareness 50,000 hours by 2030 100% Suppliers by 3- year cycle Goal Achieved for FY25 cycle 3 Million Patients 50K doctors by 2030 1.4 Mn+ Patients 38,900+ doctors 1.”
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Speaking time
1
Opening remarks
Key Strengths to Grow
• ~10,400 Headcount in Sales & Marketing • • Enhanced focus on innovation pipeline Strong In-licensing capabilities 18.5% 18.3% 8.1% 4.4% 9% 0.7% 15% 2.3% 7.8% 8.0% 8.7% 8.4% Chronic, 64% -1% FY21 FY22 FY23 FY24 -13% FY25 -12% Chronic, 70% FY25 IRF Sales3 FY30 IRF Sales Acute, 36% Acute, 30% IRF growth IL Portfolio growth IPM Growth Key Chronic TA rank in FY251 #2 Rank Respiratory #3 Rank Diabetes Care #3 Rank Cardiac Enhancing Reach & coverage, Omnichannel touchpoints & expansion (2,000+ ME’s in next 5 yrs); Scientific approach NPLs as key growth driver - 80+ planned Continued focus on Chronic TA’s incl. GLP-1s New TA expansion – GI, Onco, CNS, VMS Partnering in e-commerce, organized retail and institutional business Expansion of Extra-Urban division Target M&A / inorganic activities – mid size cos., brands & portfolios Improving HCP & Patient centricity through our adjacencies 1. IQVIA MAT Mar 2025 | 2. IRF – Indian Region Formulations | 3 MIS Sales data 13 Other Developed Markets: O
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