Lupin Limited presented at the Investors Meet 2025, outlining its global presence and strategic initiatives.
Lupin is the 12th largest generic company globally, with annual sales of $2.7 Billion (FY25) and presence in 100+ countries.
The company has a strong R&D focus with 848 active patent applications and 453 ANDAs and NDAs filed with the U.S. FDA.
Lupin's global footprint includes 15 manufacturing sites and 7 R&D centers, with a capacity for >30 billion units.
Key growth strategies include:
Evolving portfolio in complex platforms and specialty products (inhalation, biosimilars, injectables).
Scaling product platforms in oral, ophthalmic, and dermatology.
Driving operating leverage across markets with similar regulatory regimes.
Delivering above-market growth in India through innovative brands and strategic adjacencies.
Lupin has shown consistent performance improvements:
Gross Margins improved to ~69% from ~64%.
EBITDA margins increased to ~24% from ~16%.
Optimized cash flows, achieving zero net debt.
ROCE improvement to ~20% from ~10%.
Key growth metrics for FY25 include:
EBITDA of ₹52,775 million.
Net Income of ₹32,816 million.
Sales APAC of ₹21,921 million.
The company is focused on:
Sustaining growth in India and the US.
Expanding inhalation products and driving green propellant products.
Establishing injectables and biosimilar strategy.
Delivering new product launches on time and on budget.
Improving cost position across the network.
Establishing a specialty business.
Lupin is also focusing on evolving adjacencies such as diagnostics and digital health through Lupin Life Sciences Ltd and Lupin Manufacturing Solutions.