Lupin Ltd Share Price – NSE /  BSE

Pharmaceuticals, Mid Cap

Lupin Manufacturing Solutions (LMS), a subsidiary of Lupin, today announced a long-term strategic alliance with PolyPeptide Group AG (PolyPeptide) (SIX: PPGN), a specialized, global CDMO for peptide-based active pharmaceutical ingredients. This collaboration aims to enhance supply chain resilience, improve operational efficiency, and accelerate readiness for the rapidly expanding global peptides market. It also advances next-generation peptide therapeutics, including those for metabolics, supporting the long-term strategic growth of both organizations.

As part of the alliance, both companies will work towards the following: ?h

• Expanding sourcing options and fortifying peptide supply chains to meet rising global demand for peptide APIs, including for metabolic disease therapies. ?h
• Integrating procurement and supply planning ?h
• Ensuring unwavering quality and reliability and delivering superior service globally

This partnership strengthens LMS as a leading CDMO supplier of peptide materials for both innovator and generic markets, while enhancing PolyPeptide??s position as a trusted CDMO partner.

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Lupin today announced that it has received tentative approval from the United States Food and Drug Administration (U.S. FDA) for its Abbreviated New Drug Application for Siponimod Tablets, 0.25 mg, 1 mg and 2 mg. This product would be manufactured at Lupin's Pithampur facility in India.

Siponimod Tablets, 0.25 mg, 1 mg and 2 mg are bioequivalent to Mayzent? Tablets, 0.25 mg, 1 mg and 2 mg of Novartis Pharmaceuticals Corporation, and indicated for the treatment of relapsing forms of multiple sclerosis (MS), to include clinically isolated syndrome, relapsing remitting disease, and active secondary progressive disease, in adults.

Siponimod Tablets (RLD Mayzent?) had estimated annual sales of USD 195 million in the U.S. (IQVIA MAT October 2025).

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The product is a generic equivalent of Novartis Pharmaceuticals? Mayzent Tablets and is indicated for the treatment of relapsing forms of multiple sclerosis (MS), including clinically isolated syndrome, relapsing remitting disease, and active secondary progressive disease, in adults.

Lupin said the tablets will be manufactured at its Pithampur facility in India. According to IQVIA MAT October 2025 data, Siponimod Tablets (reference listed drug Mayzent) recorded annual U.S. sales of USD 195 million.

Lupin is a global pharmaceutical leader headquartered in Mumbai, India, 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.

Lupin reported a 73.33% surge in consolidated net profit to Rs 1,477.92 crore in Q2 FY26 as against Rs 852.63 crore posted in Q2 FY25. Revenue from operations jumped 24.27% year-on-year to Rs 6,831.43 crore in the quarter ended 30 September 2025.

The counter shed 0.21% to Rs 2,087.55 on the BSE.

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Lupin as entered into an Exclusive Licensing Agreement with Valorum Biologics (Valorum), a biosimilar specialist in the U.S., for its biosimilar Armlupeg? (pegfilgrastim-unne).

Under the terms of the agreement, Valorum will advance the commercialization and distribution of Armlupeg? (pegfilgrastim-unne) in the United States. Lupin will be responsible for manufacturing and supply of the product and will receive an upfront license fee and a royalty payment on net sales.

Pegfilgrastim-unne is indicated to reduce the duration of neutropenia and the incidence of febrile neutropenia in patients receiving chemotherapy.

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