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LUPIN - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.3

Last Updated Time : 04 May 26, 11:33 am

Fundamental Rating: 4.3

Stock Code LUPIN Market Cap 1,05,389 Cr. Current Price 2,305 ₹ High / Low 2,381 ₹
Stock P/E 19.1 Book Value 596 ₹ Dividend Yield 0.52 % ROCE 21.9 %
ROE 17.8 % Face Value 2.00 ₹ DMA 50 2,285 ₹ DMA 200 2,146 ₹
Chg in FII Hold 0.20 % Chg in DII Hold -0.26 % PAT Qtr 1,241 Cr. PAT Prev Qtr 869 Cr.
RSI 49.5 MACD 4.44 Volume 11,11,629 Avg Vol 1Wk 10,25,500
Low price 1,837 ₹ High price 2,381 ₹ PEG Ratio 0.11 Debt to equity 0.04
52w Index 86.1 % Qtr Profit Var 18.6 % EPS 120 ₹ Industry PE 30.1

📊 Lupin (LUPIN) demonstrates strong fundamentals with a market cap of ₹1,05,389 Cr. and current price of ₹2,305, trading close to its 52-week high of ₹2,381. Efficiency metrics are robust — ROE at 17.8% and ROCE at 21.9% — supported by strong quarterly PAT growth (+18.6%). Valuation remains attractive with a P/E of 19.1 compared to the industry average of 30.1, and PEG ratio at 0.11 highlights excellent growth-adjusted valuation. Debt-to-equity is very low at 0.04, reflecting a strong balance sheet. EPS at ₹120 is healthy, while technicals show stability with RSI at 49.5 and MACD positive.

💡 Entry Zone: ₹2,280–₹2,300 (near 50 DMA support)

📈 Long-Term Holding: Highly suitable for long-term investors given strong fundamentals, attractive valuation, and consistent profitability. Accumulation on dips below ₹2,300 offers excellent value.

✅ Positive

  • Strong ROE (17.8%) and ROCE (21.9%) highlight efficiency
  • Attractive valuation (P/E 19.1 vs industry 30.1)
  • PEG ratio (0.11) indicates excellent growth-adjusted valuation
  • Debt-to-equity ratio (0.04) reflects strong financial stability
  • Quarterly PAT growth (+18.6%) shows earnings momentum

⚠️ Limitation

  • Stock trading close to 52-week high (₹2,381), limiting immediate upside
  • DIIs reduced holdings (-0.26%), showing weaker domestic support
  • Moderate RSI (49.5) indicates neutral momentum

📉 Company Negative News

  • Marginal decline in DII holdings
  • Resistance near 52-week high may trigger profit booking

📈 Company Positive News

  • PAT improved significantly (₹869 Cr → ₹1,241 Cr)
  • FIIs increased holdings (+0.20%)
  • Strong EPS base (₹120) supports earnings visibility

🏭 Industry

  • Pharma sector trades at higher P/E (30.1), making Lupin relatively undervalued
  • Sector outlook remains positive with demand visibility in generics and specialty drugs

🔎 Conclusion

Lupin offers a compelling investment case with strong profitability, low debt, and attractive valuation. Entry near ₹2,280–₹2,300 provides a favorable risk-reward setup. Long-term investors can accumulate confidently, as fundamentals and sector positioning support sustained growth and value creation.

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