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Lupin Limited (500257) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Lupin Limited

500257Market cap $9.49BPrice $20.7

Country🇮🇳India

SectorHealthcare

IndustryPharmaceuticals

Manufactures generic drugs, branded formulations, and APIs, shipping medicines to over 100 countries. It's one of India's largest pharma exporters to the US, quietly filling millions of prescriptions Americans never realize came from Mumbai.

In Bastion Portfolios?

52W Return-6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+14%8

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+7%5

Rev CAGR (5y)+1%1

Earnings Forecast

EPS Growth Y+1-21%2

EPS Growth Y+2+7%6

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin25%8

Net Income Margin18%8

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA-0.110

Efficiency

ROE28%9

ROAna–

Earnings Stability77

GEAR+STRONG73

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)183

P/BV4.14

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd165

Yield

Free Cash Flow Yield5.8%7

Dividend Yield0.9%3

Momentum

Short term

1 month return-5%5

3 month return-18%2

YTD return-5%4

Mid term

Price vs 52wHigh80%5

1 year return+6%5

Long term

3 year return+76%7

5 year return+117%8

Risk Shield

Price Risk

Beta0.48

Volatility20%10

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield5.8%7

Quality

ROCE58%10

Earnings Stability77

Net Debt/EBITDA-0.110

02Growth

Is it actually growing, and how fast?

500257Lupin

Revenue FY26$3.0B

GROWTH RATING↗

WEAK32 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+14%8

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-21%2

EPS growth, FY28E+7%6

EPS growth, FY29E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 14%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue grew 14%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 7%/yr). One year dips: EPS falls 21% next year.

WEAKNESSES

Growth is the weak spot here, trailing 68% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 0.7%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Steady Grower

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

500257Lupin

Total return Current−1.4%

Price return Current−7.0%

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-18%2

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+6%5

3-year return+76%7

5-year return+117%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +76% over three years and +117% over five, ahead of 70% of the market.

WATCH

It's up 6% over the past year, but 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%) and so far this year (-5%).

WEAKNESSES

The stock is underperforming over three months (-18%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Lupin Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

500257Lupin

Revenue FY26$3.0B

GROWTH RATING↗

WEAK32 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+14%8

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-21%2

EPS growth, FY28E+7%6

EPS growth, FY29E+11%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 14%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue grew 14%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 7%/yr). One year dips: EPS falls 21% next year.

WEAKNESSES

Growth is the weak spot here, trailing 68% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 0.7%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Steady Grower

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

500257Lupin

Total return Current−1.4%

Price return Current−7.0%

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-18%2

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+6%5

3-year return+76%7

5-year return+117%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +76% over three years and +117% over five, ahead of 70% of the market.

WATCH

It's up 6% over the past year, but 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%) and so far this year (-5%).

WEAKNESSES

The stock is underperforming over three months (-18%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Lupin Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community