Lupin Ltd., incorporated in the year 1983, is a Large Cap company (having a market cap of Rs 47082.92 Crore) operating in Pharmaceuticals sector.
Financials
For the quarter ended 31-12-2020, the company reported a Consolidated Total Income of Rs 4038.53 Crore, up 4.63 % from last quarter Total Income of Rs 3859.96 Crore and up 4.55 % from last year same quarter Total Income of Rs 3862.86 Crore. Company reported net profit after tax of Rs 441.18 Crore in latest quarter.
Investment Rationale
Revenues are expected to remain subdued growing a mere 1.8% YoY to Rs 3915 crore. US sales are expected to de-grow 8% YoY due to weak flu season, high base and sequential decline in Albuterol sales partly offset by growth in Levothyroxine and Metformin sales. India business is expected to grow 8% YoY to Rs 1288 crore. EBITDA margins are likely to improve 431 bps to 18% due to better overall operational performance. Adjusted PAT is expected to come in at Rs 306 crore, down 5.7% YoY due to higher tax rate assumption
Promoter/FII Holdings
Promoters held 46.9 per cent stake in the company as of June 30, 2020, while FIIs held 20.4 per cent, DIIs 20.1 per cent and public and others 12.6 per cent.
