LUPINNSEMay 15, 2025

Lupin Limited

3,964words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
ed Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 BSE Limited P. J. Towers, Dalal Street, Mumbai Samachar Marg, Mumbai - 400 001 Symbol: LUPIN Scrip Code: Equity - 500257
34%
ANDAs and NDAs filed with U.S. FDA7 US DMF Filings7 Active Patents Applications7 India 75,773 34% United States 79,975 36% API 11,772 5% Other Emerging Markets8 25,354 11% Other Developed M
36%
U.S. FDA7 US DMF Filings7 Active Patents Applications7 India 75,773 34% United States 79,975 36% API 11,772 5% Other Emerging Markets8 25,354 11% Other Developed Markets8 29,047 13% In INR
5%
MF Filings7 Active Patents Applications7 India 75,773 34% United States 79,975 36% API 11,772 5% Other Emerging Markets8 25,354 11% Other Developed Markets8 29,047 13% In INR Mn Top 10% C
11%
tions7 India 75,773 34% United States 79,975 36% API 11,772 5% Other Emerging Markets8 25,354 11% Other Developed Markets8 29,047 13% In INR Mn Top 10% Corporate Sustainability Assessment (C
13%
79,975 36% API 11,772 5% Other Emerging Markets8 25,354 11% Other Developed Markets8 29,047 13% In INR Mn Top 10% Corporate Sustainability Assessment (CSA) 2024 Score 75/100 1 - Global rank
10%
772 5% Other Emerging Markets8 25,354 11% Other Developed Markets8 29,047 13% In INR Mn Top 10% Corporate Sustainability Assessment (CSA) 2024 Score 75/100 1 - Global ranking based on LTM Mar
30 billion
e Products distribution through partners (main countries) 15 Manufacturing Sites • Capacity for >30 billion units • Finished Dosage, API, Biologics 7 R&D Centers • State-of-the-art technology focused on
64%
through MDI/DPI • Addition of 11 New divisions in India; Field force expansion to 10K+ • IRF – 64% Share of Chronic • Spin off & focus – Trade Gx and LMS • Strategic acquisitions – Xopenex, Medisol
69%
Luforbec, NaMuscla • Etanercept Biosimilar Finance Compliance • • Improved Gross Margins to ~69% from ~64% • Resolved warning letters in Pithampur, Goa, EBITDA margins increased to ~24% from ~
24%
ns to ~69% from ~64% • Resolved warning letters in Pithampur, Goa, EBITDA margins increased to ~24% from ~16% Somerset • Optimizing cash flows – Zero Net debt • ROCE improvement to ~20% from ~10%
16%
from ~64% • Resolved warning letters in Pithampur, Goa, EBITDA margins increased to ~24% from ~16% Somerset • Optimizing cash flows – Zero Net debt • ROCE improvement to ~20% from ~10% • 5 EIRs i
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.
Advertisement
Speaking time
Key Strengths to Grow
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
Advertisement
← All transcriptsLUPIN stock page →