Update shared on 25 Nov 2025
Fair value Increased 0.99%Analysts have raised their price target for Lupin from ₹2,255.81 to ₹2,278.13, citing improved revenue growth expectations as outweighing a slight reduction in estimated profit margins.
What's in the News
- The U.S. FDA completed a pre-approval inspection of Lupin's Nagpur oral solid dosage facility with zero 483 observations, confirming full compliance (Regulatory filing).
- Lupin launched Risperidone extended-release injectable suspension in the U.S. with 180-day CGT exclusivity, utilizing its proprietary PrecisionSphere technology (Company announcement).
- A new dedicated Oncology Block at Lupin's Vizag facility in India was commissioned, expanding contract development and manufacturing for advanced oncology drugs (Business update).
- Lupin received Establishment Inspection Reports (EIRs) from the U.S. FDA for its Chhatrapati Sambhajinagar and Pithampur facilities, both following successful inspections (Regulatory filing).
- Lupin Digital Health launched VITALYFE, an AI-powered cardiometabolic wellness platform aimed at India's working professionals, expanding its digital health initiatives (Product launch).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹2,255.81 to ₹2,278.13.
- Discount Rate remains unchanged at 12.76%.
- Revenue Growth expectation has increased moderately from 6.17% to 6.35%.
- Net Profit Margin estimate has dipped marginally from 14.36% to 14.23%.
- Future P/E ratio has edged up from 34.82x to 35.32x.
Disclaimer
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