LUPIN LIMITED

Lupin Limited : Nomura on Lupin Maintains Buy with Target Price of ₹2,675 as management targets one-third of revenue from innovation/specialty business, expects 20-30% India growth ahead of the broader market, may pursue acquisitions up to $2bn, sees a short-lived U.S. trough, double-digit Europe/emerging-market growth and long-term CDMO scale-up.

Lupin : Nomura on Lupin Maintains Buy with Target Price of ₹2,675 as strong India growth, complex generics and respiratory filings, near-term Apixaban opportunity, double-digit overseas growth and improving EBITDA margins toward 25% support earnings upside, with AI and automation adding efficiency gains.

Nomura Sets ₹2,675 Target for Lupin; Aims 25% EBITDA by FY27

Nomura recommends buying Lupin with a target price of ₹2,675. Lupin targets 25% EBITDA via better product mix, key filings by FY27. Source: ScoutQuest

RVNL Bags ₹903 Cr Deal; Mazagon Dock Wins ₹118 Cr AI Project

RVNL secures ₹903 cr contract for Buxar Thermal Project; Mazagon Dock wins ₹118 cr AI-based project order. JSW Steel reports 3% YoY rise in crude steel production; Lupin gains US FDA nod for Modafinil Tablets. Source: CNBC TV 18

Lupin Gets USFDA Nod for Modafinil Tablets

Lupin secures USFDA approval for Modafinil Tablets USP. No Business Standard journalist authored the provided news content. Source: Business Standard

Lupin: Company Gets US FDA Nod For Modafinil Tablets Approval

Lupin Gains US FDA Nod for Sleep Disorder Drug Modafinil

Lupin gets US FDA approval for Modafinil 100 mg & 200 mg tablets. Modafinil, bioequivalent to Provigil, targets sleep disorders; Provigil's US sales were ~$70.7M (IQVIA MAT Jul 2026). Source: ScoutQuest

Kotak Keeps 'Add' on Lupin, Sets ₹2,525 Target; Growth Seen in Key Drugs

Kotak Institutional Equities maintains Add on Lupin; target price ₹2,525 citing margin support from lower investments. Future growth seen in Apixaban, gSpiriva, gDulera, biosimilars, and Ellipta despite Tolvaptan & Mirabegron sales decline. Source: Livesquawk

Lupin: Kotak Institutional Equities on Lupin Maintains Add with Target Price of ₹2,525 as Tolvaptan and Mirabegron sales decline from 2QFY27, but lower investments, reduced under-recoveries and no Mirabegron charges should support FY29 margins, with Apixaban, gSpiriva, gDulera, biosimilars and Ellipta offering future growth.

Lupin Gets 'Strong' ESG Ratings from Crisil

Lupin Ltd received an ESG Rating of 'Crisil ESG 69' and Core ESG Rating of 'Crisil Core ESG 65'. The ratings, by Crisil ESG Ratings, place Lupin in the 'Strong' category for FY26. Source: BSE

Lupin: Bernstein on Lupin Maintains Outperform with Target Price of ₹2,707 as its favorable Kalydeco patent judgment removes the key barrier to launching ivacaftor with 180-day exclusivity, potentially adding US$20–30mn annual US sales and strengthening its US respiratory franchise.

Lupin Gains US Ivacaftor Exclusivity; Bernstein Sets ₹2,707 Target

Lupin secures 180-day exclusivity for Ivacaftor in the US, with $20-30M annual sales potential. Bernstein retains outperform rating on Lupin, setting a target price of ₹2,707 per share. Source: ScoutQuest

Lupin's Cystic Fibrosis Drug Wins Patent Case, Secures Exclusive Rights

Lupin's generic cystic fibrosis drug cleared of infringing Vertex's patents in court ruling. Lupin's ivacaftor holds exclusive first-to-file rights, matching Vertex's drug equivalence. Source: ScoutQuest