Lupin Limited Launches Azilsartan Medoxomil Tablets in the US, Reports Strong Financial Performance

is currently trading at Rs. 2295 after yesterday’s closing price of Rs. 2272. The stock opened at Rs. 2283 and striked a day high of Rs. 2299; the day’s low so far is Rs. 2279.2. The current market capitalisation of the company is Rs. 1,04,921 crore, with a price-to-earnings ratio of 18.2 times, which is lower than the peer median industry ratio of 31.7 times. Lupin Limited has announced the launch of Azilsartan Medoxomil Tablets (40 mg and 80 mg) in the United States after receiving approval from the U.S. FDA for its abbreviated new drug application (ANDA). The launched product is a generic version of the branded drug Edarbi®, which is indicated for the treatment of hypertension (high blood pressure) in adults. According to IQVIA data, the reference drug recorded estimated annual sales of USD 53.5 million (approximately Rs 445 crore) in the U.S. market for the 12 months ending April 2026. The product will be manufactured through Lupin’s global manufacturing network, which includes 15 manufacturing facilities, supporting production scale and supply continuity. The company has stated that it is the exclusive “first-to-file” applicant for this product in the United States, making it eligible for a 180 day generic drug exclusivity period. Under this framework, no other generic manufacturer is permitted to market a competing version of the same drug in the U.S. for a period of 180 days from the launch date. During this exclusivity window, the market remains limited to the original branded product and the first-to-file generic version, as per regulatory provisions governing generic drug approvals. In the absence of competing generic entrants, the exclusivity window typically limits the pricing pressure that multi-player generic markets would otherwise experience. This allows the first-to-file manufacturer to operate without immediate price competition from other generic players during the initial launch phase. Lupin is a global pharmaceutical company with over 24,000 employees and seven research centres across more than 100 markets. The launch of this product expands Lupin’s U.S. portfolio, particularly in cardiovascular therapy. Established company distribution network and existing relationships across healthcare providers and payers support the integration of new product offerings within its current commercial framework. Coming into financial highlights, revenue has increased from Rs. 5,667 crore in Q4 FY25 to Rs. 7,475 crore in Q4 FY26, which has significantly grown by 31.90 percent year on year and also an increase from Rs. 7,168 crore revenue in Q3 FY26 to Q4 FY26 showing a subtle increase of 4.28 percent. The net profit has robustly increased from Rs. 782 crore in Q4 FY25 to Rs. 1,469 crore in Q4 FY26, showing a significant rise of 87.85 percent YoY, and as per Q3 FY26, net profit has increased by 24.3 percent from Rs 1,181 crore in Q3 FY26 to Q4 FY26. revenue and net profit have grown at a CAGR of 13 percent and 37 percent, respectively, over the last 5 years. In terms of return ratios, the company’s ROCE and ROE stand at 30.3 percent and 20.91 percent, respectively. The company has an earnings per share (EPS) of Rs. 31.94 as of Q4 FY26 and a very low debt-to-equity ratio of 0.29 times. Mumbai, India-based Lupin Limited sells drugs in more than 100 countries. Lupin manufactures branded, generic, complex, biotechnological and active pharmaceutical ingredients. The company enjoys a strong position in the respiratory, cardiovascular, anti-diabetic, anti-infective, gastrointestinal, central nervous system and women’s health segments and is globally trusted by healthcare professionals and consumers. Lupin has 15 modern factories and 7 research centres across the world with a dedicated workforce of over 24,000 professionals Through its subsidiaries, Lupin Diagnostics, Lupin Digital Health and Lupin Manufacturing Solutions, Lupin is committed to improving patient health outcomes. Rahul is a Financial Analyst with a strong foundation in equity research, financial modelling, and valuation. An SSCBS (University of Delhi) graduate with CFA Level I cleared and CISI Level I, currently pursuing an MBA in finance, with a disciplined approach to financial markets. Engages in deep company analysis, financial statement evaluation, and trend- and news-driven research to develop structured, data-driven investment insights.