Lupin Share Price Climbs as Company Launches Generic Glucagon Injection in US and Reports Strong Q1 FY26 Results
Pharma major Lupin Limited saw its shares rise nearly 2% on Monday, August 11, 2025, after announcing the launch of its Generic Glucagon for Injection USP, 1mg/vial in the United States. The launch, coupled with robust Q1 FY26 financial results, has strengthened investor confidence in the company’s growth trajectory.
Lupin’s US Launch of Generic Glucagon for Injection
The Mumbai-based company said in a regulatory filing that it has launched Glucagon for Injection USP, 1mg per vial packaged in an emergency kit, used for the treatment of severe hypoglycemia in both pediatric and adult patients with diabetes mellitus. The drug is also indicated as a diagnostic aid during radiologic examinations to temporarily inhibit gastrointestinal motility in adult patients.
This product is bioequivalent to Eli Lilly’s Glucagon for Injection and, according to IQVIA MAT June 2025 data, the market for this medicine in the US is estimated at $122 million annually. Lupin’s entry into this segment marks a significant step in expanding its injectables portfolio.
Stock Performance
On the National Stock Exchange (NSE), Lupin’s share price hit an intra-day high of ₹1,950.70, up 1.7% from the previous close. As of 3 PM trading hours, the stock was hovering around ₹1,950.60. Over the past year, Lupin’s shares have shown steady upward momentum, supported by strong operational performance and new product launches in key markets.
Looking at the recent stock chart, Lupin has been consolidating between ₹1,880 and ₹1,960, with today’s breakout signaling renewed investor interest. Analysts believe the US launch of Glucagon, along with other upcoming injectable products, could push the stock towards ₹2,000 levels in the near term.
Strong Q1 FY26 Financial Performance
For the June quarter of FY26, Lupin reported a 77% year-on-year (YoY) rise in consolidated net profit to ₹801 crore, compared to ₹452 crore in the same period a year ago. Revenue from operations surged 16.3% YoY to ₹5,600 crore from ₹4,814 crore in Q1 FY25.
At the operating level, EBITDA increased by 22.9% YoY to ₹1,240.9 crore, reflecting improved margins and operational efficiency. Lupin invested around ₹350 crore (6.3% of sales) in research and development during the quarter, reinforcing its commitment to innovation and product pipeline growth.
Regional Sales Breakdown
- North America: Formulation sales surged 28.3% YoY to ₹2,040.8 crore.
- India: Domestic sales grew 17.5% YoY to ₹1,925.9 crore.
- US Market: Total sales rose to $227 million, up from $181 million a year ago and $209 million in the previous quarter.
Injectables and Biosimilars – Key Growth Drivers
Lupin has been actively expanding its injectables and biosimilars portfolio to strengthen its global presence. The launch of Glucagon aligns with this strategy, joining other upcoming high-potential products like Liraglutide and Risperdal Consta.
The US FDA’s recent push to loosen constraints on developing biologics has opened new opportunities for companies like Lupin in the biosimilars market. Lupin’s pipeline reportedly includes up to 30 medicines in injectables, biosimilars, and inhalation therapies, making it a strong contender in specialty generics.
Management Commentary
Commenting on the results, Nilesh Gupta, Managing Director at Lupin, said: “We continue to build strong business momentum, anchored by a robust product portfolio, improved efficiencies, and effective use of assets and investments. Our sharpened focus on compliance, innovation, and technology positions us to further unlock sustainable growth.”
Market Outlook
Analysts view Lupin’s recent performance as a positive sign for its medium-to-long-term growth prospects. The combination of a strong US launch, robust domestic sales, and increased investment in R&D could drive earnings growth in the coming quarters. Technical charts indicate that the ₹1,960 level will act as an immediate resistance, while ₹1,880 remains a strong support zone.
Conclusion
Lupin’s latest move into the US injectables market with the launch of Generic Glucagon for Injection reinforces its position as a leading global pharmaceutical player. Strong Q1 FY26 results, a healthy R&D pipeline, and expansion in high-growth markets position the company well for future gains. Investors and market watchers will be closely following Lupin’s performance as it continues to roll out specialty and high-margin products worldwide.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Please consult a financial advisor before making any investment decisions.
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