Update shared on05 Sep 2025
With both consensus revenue growth forecasts and future P/E estimates for Lupin remaining steady, analysts have left their fair value price target unchanged at ₹2225.
What's in the News
- Lupin launched multiple generic drugs in the US, including Bosentan Tablets for Oral Suspension (first-to-file status), Glucagon for Injection, Loteprednol Etabonate Ophthalmic Suspension, Prucalopride Tablets, Ipratropium Bromide Nasal Solution, and secured FDA approvals for Liraglutide Injection and Oxcarbazepine Extended-Release Tablets.
- Strategic partnerships formed: Sandoz to commercialize Lupin’s biosimilar ranibizumab across Europe (excluding Germany) and Canada; Zentiva for global commercialization of its certolizumab pegol biosimilar, with initial and milestone payments up to USD 50 million.
- Announced the carve-out of its consumer healthcare business, LupinLife Consumer Healthcare Ltd, into a wholly owned subsidiary to capitalize on India’s growing OTC/self-care market.
- The Dabhasa, Gujarat API facility of Lupin Manufacturing Solutions received GMP certification from Australia’s TGA.
- Board and corporate actions include a final dividend of INR 12 per share, approval of new Articles of Association, and upcoming special shareholder/board meetings.
Valuation Changes
Summary of Valuation Changes for Lupin
- The Consensus Analyst Price Target remained effectively unchanged, at ₹2225.
- The Consensus Revenue Growth forecasts for Lupin remained effectively unchanged, at 7.6% per annum.
- The Future P/E for Lupin remained effectively unchanged, at 34.00x.
Disclaimer
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