LUPIN IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| CIPLACipla Ltd. | UNSTATED | 22,279 | 14,556–22,279 | 79.7% | — | FY25 | EST | 75% |
| “In India she has served as an Independent Director on the boards of Cipla Ltd., CEAT Ltd. and Entertainment Networks India Ltd. She is also a qualified leaders…” AR DOC | ||||||||
| Australia | REV SHARE | 3,914 | 3,914–3,914 | 14.0% | — | FY26 | DISC | 80% |
| “Our Other Developed Markets, Europe, Canada, and Australia, accounted for 14% of our revenues in this quarter, up from 11% in FY26.” CONCALL · +1 DOC | ||||||||
| ZYDUSLIFEZydus Lifesciences Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “We also entered into a licensing and supply agreement with Zydus Lifesciences to co-market an innovative semaglutide injection in India.” AR DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “CRISIL Intelligence awarded the Highest VO 1A Rating for Excellence in Social Responsibility to LHWRF.” AR DOC | ||||||||
| Others | CONTRACT | CT 0 | — | — | — | FY26 | EST | 75% |
| “OTHER CURRENT FINANCIAL ASSETS (₹ in million) Particulars As at 31.03.2025 As at 31.03.2024 Unsecured, considered good unless otherwise stated Derivative Asset…” AR · +2 DOC | ||||||||
| CEATLTDCeat Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “In India she has served as an Independent Director on the boards of Cipla Ltd., CEAT Ltd. and Entertainment Networks India Ltd. She is also a qualified leaders…” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Inspection of Documents The Register of Directors and Key Managerial Personnel and their shareholding, maintained under Section 170 of the Act and the Register…” AR · +1 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “UDIN: F009290H000302517 Mumbai, May 07, 2026 Corporate Overview Statutory Reports Financial Statements 237 ANNEXURE ‘C’ TO THE BOARD’S REPORT FORM NO. AOC – 2 …” AR DOC | ||||||||
| Others | CONTRACT | CT 8 | — | — | SG&A | FY26 | EST | 70% |
| “Repairs and Maintenance: - Buildings 435.5 495.6 - Plant and Machinery 2,233.5 2,113.0 - Others 3,716.8 2,779.3 Rent and Other Hire Charges [Refer note 45] 1,0…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in ph…” AR · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| ZYDUSLIFEZydus Lifesciences Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “Licensing and Supply Entered into licensing and supply agreements with Torrent Pharmaceuticals and Lupin Ltd. for the co-marketing of Semaglutide Injection, ex…” AR · +1 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Dividend i. The final Dividend, as recommended by the Board and if declared at the AGM, will be paid, subject to tax deduction at source within 30 days from th…” AR · +1 DOC | ||||||||
| ENDURANCEEndurance Technologies Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “He served as Chief Financial Officer / Executive Director in Ranbaxy, Lupin, Cairn India and Indian Aluminium Company Limited.” AR · +1 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Commitment to Living Wages 90% Policy and Commitment on Human Rights 97% Actions on Waste Management 90% Monitoring Water Consumption 91% No Negative Impact on…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Details on assessment of value chain partners: Particulars % of value chain partners (by value of business done with such partners) that were assessed Sexual H…” AR · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “*Demand raised by Maharashtra State Electricity Development Corporation Limited (MSEDCL) challenging Group Captive Generating Plant (GCGP) status of power supp…” AR · +1 DOC | ||||||||
| MSEDCL | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “*Demand raised by Maharashtra State Electricity Development Corporation Limited (MSEDCL) challenging Group Captive Generating Plant (GCGP) status of power supp…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Policies like the proposed Biosecure Act in the U.S., aimed at reducing dependency on China, are prompting global pharma players to diversify suppliers and inv…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 08-NOV-26 |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | Cipla Ltd. share 100% |
| CUST MOM 1M | +4.8% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · Zydus Lifesciences Ltd. +4.4% w 0 · Cipla Ltd. +4.8% w 1 · Ceat Ltd. +9.9% w 0 |
| SUPP MOM 1M | +7.3% | 14-NOV-26 | from 15-OCT-26 · Zydus Lifesciences Ltd. +4.4% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Endurance Technologies Ltd. +5.5% w 0 |