LUPIN Ltd - Margins Improvement to Be The Key to Future Performance
US sales got impacted due to the lack of new launches and seasonality, gSupreb has strong volume growth, and Alubetrol has a stable market share of...
435 Views
LUPIN Ltd - Margins Still Below Industry Levels
The US sales stood at $177 Mn (+11% YoY) and the growth was supported by flu season, and new launches such as gSuprep, gPerforomist, Pennsaid, and...
340 Views
Lupin Ltd -Subdued Margins Due to Pricing Pressure and Input Costs
Lupin’s Q2FY23 results were above our expectations. The company’s reported revenue growth of 1.3% YoY was on account of its superior performance in...
476 Views
Lupin - Disappointing Quarter; Focus on Driving Cost Efficiencies
We maintain our Buy rating on Lupin, but lower our estimates to account for lower US sales and cost pressures. EBITDA margin came in at 7% for the...
365 Views
USFDA regulatory hurdle crossed at Goa
Learnings at Goa to enhance remediation measures at other sites as well After almost 4.5 years of regulatory hurdles, LPC received a favorable...
363 Views