Negative impactOrders & Deals
Lupin Q2 Review: Jefferies Cuts Target 15%, Flags US Competition; Kotak Retains Add
NDTV Profit 3 hrs ago·5 Nov 2026, 3:09 am
Lupin reported a mixed performance in the second quarter, with earnings before interest, taxes, depreciation, and amortization (EBITDA) falling 8.5% to Rs 2,044 crore. The company’s profit margins also contracted, dropping to 26.1% from 33.2% in the previous year. This decline is primarily attributed to increased competition in the US generic drug market, which has put pressure on pricing and volumes.
The mixed outlook from brokerages highlights the challenges facing the company. Jefferies has lowered its target price by 15%, citing the intense competition in the US. However, Kotak Mahindra has retained its 'Add' rating, suggesting that the stock may offer a buying opportunity at current levels. Investors should monitor Lupin's ability to navigate this competitive landscape and its strategies to improve margins in the coming quarters.
Affected stocks
Bearish1 stock
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Lupin (LUPIN).
- Category: Orders & Deals.
- AI reads the tone as negative (potentially bearish) for the stock.
Why it matters
A routine update for Lupin. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
