LUPIN

What Lupin promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 20 tracked 4 delivered 1 missed 15 open
  • Lupin Diagnostics Profitability at risk said Q4 FY25 Promised: EBITDA positive in FY27 Q1 FY27: Management confirmed adjacency businesses (including diagnostics) are still making losses, impacting overall EBITDA margins by 1-1.5%.
  • VISUfarma Annual Revenue on track said Q3 FY26 Promised: EUR 50-55 million Q1 FY27: VISUfarma financials consolidated from this quarter. European business grew 83% YoY, contributing to strong Other Developed Markets growth of 48%.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 20 tracked commitments for Lupin — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens