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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Lupin Limited is a global pharmaceutical company, with products distributed in over 100 markets. It specializes in pharmaceutical products, including branded and generic formulations, complex generics, biotechnology products, and active pharmaceutical ingredients. It operates…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
An exceptional, fast-growing business, trading cheap versus its own history.
Lupin is scored on the pharma / healthcare framework. It keeps a healthy 18.9% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.37× reported profit. Free cash flow is worth about 3.8% of its market value.
Over the last 3 years revenue compounded at 19%/yr and profit at 129%/yr. Book value itself has compounded 22%/yr — the hallmark of a genuine compounder. Return on equity is an elite 21.6%. In the latest quarter profit fell 4% versus the prior quarter.
At 17× earnings, the stock sits at the 2nd percentile of its own 3.6-year range — the cheap end of where it has historically traded. Today's price implies ~7%/yr earnings growth for a decade. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 17.43 | — | — |
| P/B | 3.78 | 4.11 | better |
| EV/EBITDA | 10.19 | 19.15 | better |
| ROE | 21.65 | — | — |
| ROCE | 24.54 | 6.87 | better |
| ROA | 13.08 | — | — |
| Quick Ratio | 1.42 | 4.8 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Sun Pharmaceutical Industries | 40.6 | 5.0 | 13.8% |
| Divis Laboratories | 93.5 | 16.3 | 15.3% |
| Torrent Pharmaceuticals | 85.9 | 9.8 | 11.4% |
Revenue has grown every year across all 4 financial years shown. 19% CAGR over 3 years — steady double-digit compounder. Growth is accelerating — latest year outpaced the prior year's rate.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (129% vs 19%) — margin expansion is at work. The latest year saw a +62% swing — check if it's a one-off or structural.
Operating margin has expanded from 4% to 24% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 24% — the business earns well above its cost of equity. Capital efficiency improving — ROE up 20pp across the window.
EPS has grown every year — each share earns more than the last, consistently. EPS outpaced profit growth — possible buybacks are concentrating earnings into fewer shares. 131% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 1.4× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 10% sequentially — momentum is building. Run-rate stepping up — recent quarters average 11% above earlier ones.
Quarterly margins are compressing (21% → 17%) — more revenue isn't translating to proportionally more profit.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters at 46.9% — dispersed ownership; institutional flows drive the stock. FIIs have accumulated for 3 straight quarters — sustained foreign institutional conviction. MF stake down 3.4pp — domestic funds are booking profits or rebalancing out.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.