User posts Gland Pharma, Lupin earnings jump

An X post on May 24 highlighted jumps in quarterly earnings at Gland Pharma and Lupin, pointing to figures that match the companies’ latest reported results. The post, by user stock_stalekr07, said Gland Pharma’s profit rose from 92.08 crore rupees to 366.68 crore rupees and Lupin’s from 772.52 crore rupees to 1,460.34 crore rupees. Those numbers correspond to the companies’ fourth-quarter FY26 disclosures, though the Gland Pharma figure in the post appears to use a lower year-earlier base than the company’s adjusted profit figure in its earnings release. ### Which figures in the post can be verified from company filings? Gland Pharma said on May 15 that its adjusted profit after tax for the quarter ended March 31, 2026, was 3,667 million rupees, or about 366.7 crore rupees, up from 1,865 million rupees, or about 186.5 crore rupees, a year earlier. The company described that as a 97% year-on-year increase in adjusted PAT. (glandpharma.com) Lupin said on May 7 that profit after tax for Q4 FY2026 was 14,687 million rupees in its earnings release, while its investor presentation showed net income of 14,604 million rupees, or about 1,460.4 crore rupees, compared with 7,824 million rupees, or about 782.4 crore rupees, a year earlier. The X post’s Lupin figures align closely with the investor-presentation net income line, with small rounding differences. (glandpharma.com) ### Why does Gland Pharma’s year-earlier number look different? The Gland Pharma earnings release lists adjusted PAT of 1,865 million rupees for Q4 FY25, not 920.8 million rupees. That means the post’s 92.08 crore rupees year-earlier figure does not match the adjusted profit comparison in the company’s May 15 release. Gland Pharma’s release also showed revenue from operations for Q4 FY26 at 17,428 million rupees, up 22% from 14,249 million rupees a year earlier, and EBITDA at 5,130 million rupees, up 48%. (lupin.com) Executive Chairman Srinivas Sadu said in the release that the company’s FY26 performance reflected progress across its businesses, including Cenexi. (glandpharma.com) ### What drove Lupin’s reported increase? Lupin reported Q4 FY2026 sales of 73,919 million rupees, up 32.9% from a year earlier, and EBITDA of 26,263 million rupees, up 90.6%. Its earnings release said gross profit rose 42.9% to 55,403 million rupees in the quarter. Nilesh Gupta, managing director of Lupin, said in the May 7 release that the company’s fourth-quarter and full-year results reflected strong sales growth and margin expansion in the United States and India. (glandpharma.com) Lupin’s investor presentation separately showed North America revenue of 35,145 million rupees in Q4 FY26, up 55% year on year, and India revenue of 19,082 million rupees, up 12%. (lupin.com) ### So what is the clean takeaway from the social-media post? The May 24 X thread correctly pointed to strong profit growth at both Indian drugmakers, based on results each company had already released in May. The Lupin figure is broadly consistent with the company’s reported net income, while Gland Pharma’s latest-quarter profit figure is supported by the company’s filing but its year-earlier comparison in the post does not match the adjusted PAT base in Gland’s release. (lupin.com) Gland Pharma’s Q4 FY26 earnings call was held on May 15, according to its exchange filing, and Lupin’s audited FY2026 results were taken on record by its board on May 7. Those company disclosures remain the primary source for any follow-up on the numbers circulated in the post. (bseindia.com) (glandpharma.com)