Mirabegron Competition
A third player has settled and may enter the market, potentially pressuring Lupin's market share and margins.
LUPIN / Q4-FY26 / risks
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Lupin · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Tolvaptan Patent Expiry
Patent expiry in September 2026 could bring generic competition, impacting US revenue.
Inflationary Pressures
Rising freight and raw material costs due to geopolitical tensions could impact margins, though management has factored this into guidance.
Dapagliflozin 505(b)(2) Launch Delay
Challenges in achieving product PK for the Dapagliflozin 505(b)(2) could delay launch beyond FY27.