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500257: Expansion In United States Operations Will Drive Long-Term Upside

Update shared on 10 Nov 2025

Fair value Increased 1.39%
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AnalystConsensusTarget's Fair Value
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1Y
0.8%
7D
3.2%

Analysts have raised their price target for Lupin from ₹2,224.81 to ₹2,255.81. This reflects updated expectations around growth and margin assumptions.

What's in the News

  • Lupin Digital Health launched VITALYFE, an AI-powered cardiometabolic wellness platform targeting India's working professionals and addressing corporate health challenges (Key Developments).
  • Lupin inaugurated new corporate offices in Bridgewater, New Jersey, to expand its U.S. operations and corporate presence (Key Developments).
  • The company announced a new $250 million pharmaceutical manufacturing plant in Coral Springs, Florida. The facility will focus on producing critical respiratory medicines and is expected to create over 200 skilled jobs by 2030 (Key Developments).
  • Lupin reported multiple new product launches and FDA approvals in the United States, including bioequivalent versions of established drugs for diabetes, heart health, and pulmonary conditions (Key Developments).
  • Lupin partnered with Sandoz Group AG to market and commercialize its biosimilar ranibizumab across Europe, Canada, and selected global markets (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased slightly from ₹2,224.81 to ₹2,255.81.
  • Discount Rate rose marginally from 12.73% to 12.76%.
  • Revenue Growth projections declined from 7.59% to 6.17%.
  • Net Profit Margin estimate decreased modestly from 14.75% to 14.36%.
  • Future P/E ratio (Price-to-Earnings) edged higher from 34.00x to 34.82x.

Disclaimer

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