Healthcare · NSE/BSE: LUPIN
Lupin Limited
Drug Manufacturers—Specialty & Generic
Market Cap ₹1.03L Cr
Verdict: High
Quality Scores
Multi-Bagger
85/100
Compounder Quality
88/100
Management Credibility
88/100
Governance
92/100
Cash Flow Quality
92/100
AI Summary
Lupin Limited is an innovation-led transnational pharmaceutical company with a dominant presence in Anti-TB and Cephalosporins. After a turbulent period between FY18-FY22 characterized by regulatory headwinds and margin compression, the company has staged a significant recovery. FY24 and FY25 projections show a sharp uptick in margins and ROCE, driven by high-value complex generic launches in the US market and steady growth in India. The company currently trades at a reasonable P/E given the projected earnings trajectory and operational turnaround. Strategic focus on biosimilars and niche…
Top Opportunities
- Consistent leader in global Anti-TB and Cephalosporins
- Robust US FDA approval pipeline for complex generics
- Strong growth in India domestic market
Top Risks
- History of US FDA regulatory warnings on plants
- High exposure to volatile US generic pricing
- Inventory days remain high at 270+ range
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