Lupin Limited
Drug Manufacturers - Specialty & Generic · Healthcare
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Forum Parikh is recorded as Analyst at BMO Capital Markets. Forum Parikh has spoken on 3 earnings calls across 3 companies, most recently for Lupin Limited on November 4, 2026. Those appearances were for Lupin Limited, Emcure Pharmaceuticals Limited and Sun Pharmaceutical Industries Limited. The companies whose calls Forum Parikh spoke on are classified in the Healthcare sector.
“My first question is on the company level EBITDA margin. So since we have mentioned about a couple of pipeline products, and Apexaban launch would be there in FY28, whose margins would also be like an exclusive product margin.”
“My first question is on the Europe market. So, on the amphotericin B, if you can just give us some color, have we penetrated in all the geographies, or are there any incremental geographies to be penetrated?”
“In USD terms, we see it constant around $218 million for the second quarter in a row. So, I assume this could be because of the Middle East war. So, until the sustenance of this war can be expected, this kind of runway to continue for the upcoming quarter.”
BMO Capital Markets
Analyst
Transcript header (unverified)
Lupin Limited
Drug Manufacturers - Specialty & Generic · Healthcare
Emcure Pharmaceuticals Limited
Drug Manufacturers - Specialty & Generic · Healthcare
Sun Pharmaceutical Industries Limited
Drug Manufacturers - Specialty & Generic · Healthcare
Earnings Call
Lupin Limited
Earnings Call for the Quarter Ended September 30, 2026
Emcure Pharmaceuticals Limited
Sun Pharma Q1 FY27 Earnings Call Transcript
Sun Pharmaceutical Industries Limited