Lupin will report its June-quarter earnings on Wednesday and analysts expect the drugmaker to report a good set of results.
- For Lupin, revenue growth is seen at 15 percent, margins around 18 percent and profit growth at 37 percent, aided by what would be a low base. Last time around, the profit was down 40 percent and revenue was absolutely flat.
- In the US business – one should watch out for a couple of things. For example, they lost exclusivity on Ranexa. And separately, one should also watch out for contribution from drugs which are from their gynaecology portfolio.
- Overall commentary with regards to what is happening on the regulatory front would be very important for Lupin.