Lupin shares jump 5% after strong Q1 results. Should you accumulate more?

Lupin shares bounce 5% after strong Q1 outcomes. Should you accumulate more?

Lupin shares surged 5% to Rs 1,940 in Thursday’s commerce after the pharmaceutical big reported a strong set of Q1 FY26 outcomes, with consolidated internet revenue rising 52% year-on-year to Rs 1,221 crore, in comparison with Rs 805 crore within the same quarter last 12 months. The spectacular efficiency was pushed by strong progress in each the US and Indian markets.

Revenue for the quarter stood at Rs 6,164 crore, up from Rs 5,514 crore a 12 months in the past.

“We continue to build strong business momentum, anchored by a robust product portfolio, improved efficiencies, and effective use of assets and investments,” said Nilesh Gupta, Managing Director, Lupin.

“As we begin the year, our sharpened focus on compliance, innovation, and technology positions us to further unlock sustainable growth,” he added.

The firm reported US gross sales of Rs 2,404 crore within the June quarter, registering a 24% progress in comparison with Rs 1,934 crore within the year-ago interval.
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Should you purchase, promote, or maintain Lupin inventory? Here’s what brokerages say:

Choice Broking

Choice upgraded its score on Lupin to ‘Buy’ and raised the goal value to Rs 2,375 (from Rs 2,270), citing continued progress momentum across key markets, particularly North America and India. High-impact launches such as Liraglutide and Glucagon are anticipated to contribute considerably to income.

While margins might face non permanent stress in FY26 attributable to elevated R&D spend on the GLP-1 portfolio, the agency expects normalisation by FY27 as scale advantages kick in.

Choice forecasts a income, EBITDA, and PAT CAGR of 12%, 14%, and 12%, respectively, over FY25–28E. The inventory is valued at 25x FY27–28E common EPS.

Motilal Oswal (MOSL)

Motilal Oswal maintained a ‘Neutral’ stance on Lupin and revised its goal value downward to Rs 2,000 (from Rs 2,140). While acknowledging the earnings shock pushed by strong US execution, MOSL highlighted restricted upside from current ranges.

It raised earnings estimates by 5.5% for FY26 and a couple of% for FY27. The inventory is at present valued at 22x 12-month ahead earnings, with EBITDA and PAT CAGRs of 14% and 16%, respectively, over FY25–27.

It expects EBITDA margins of 24–25% in FY26.

(Disclaimer: Recommendations, ideas, views and opinions given by the consultants are their very own. These don’t symbolize the views of the Economic Times)

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