Lupin is in focus after receiving USFDA approval for Modafinil Tablets USP in 100 mg and 200 mg strengths**, a generic version of Provigil used for excessive sleepiness associated with narcolepsy, obstructive sleep apnea and shift-work disorder. The reference product recorded estimated U.S. sales of **$70.7 million** in the 12 months ended July 2026. The approval adds to Lupin’s growing U.S. pipeline. In Q1 FY27, revenue rose **33.3% YoY to ₹8,217 crore while EBITDA increased 42.8% to ₹2,580 crore with EBITDA margin improving to 31.4%. U.S. sales grew **42.9% to ₹3,435 crore**, highlighting the importance of the market. Investors should track product launches, U.S. pricing pressure, regulatory developments and margin sustainability. Bottom Line: Lupin combines strong operating momentum with continued U.S. pipeline expansion, making execution and future launches key monitorables. Disclaimer:For educational purposes only. Not investment advice or a buy/sell recommendation. Investors should conduct their own research.

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