Laurus Labs Earnings Call Transcript: Key Takeaways
Laurus Labs delivered record revenue driven by CDMO strength and API growth. While margins improved through operating leverage, high capex continues to constrain free cash flow.
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Laurus Labs delivered record revenue driven by CDMO strength and API growth. While margins improved through operating leverage, high capex continues to constrain free cash flow.
Laurus Labs reported H1 FY27 revenue of ₹4,233 Cr and EBITDA of ₹1,406 Cr. The company acquired Galenvs Sciences and SI&C Resins to expand CDMO capabilities.
Q2/H1 FY27: H1 revenue ₹4,233 Cr (+31%), EBITDA ₹1,406 Cr (33.2% margin), PAT ₹809 Cr (+126%). CDMO-led growth; ₹3,000 Cr+ capex planned FY27-28.
Laurus Labs approved a Re. 1.00 per share interim dividend for FY 2026-27. Record date is November 6, 2026; payment on or after November 19, 2026.
Laurus Labs appointed Mr. Kundan Kumar Jha as Joint Company Secretary effective November 1, 2026, following Board approval. The KMP appointment advances the company's succession planning process.
Laurus Labs approved acquiring 52% of SI & C Resins for Rs. 32.50 Crore. The acquisition makes SI&C a subsidiary for peptide resin manufacturing.
Laurus Labs approved buying 60% of Canada-based CRO Galenvs Sciences for USD 3.75 million (₹35.63 Cr). The deal adds an oligonucleotide R&D arm and North American presence.
Laurus Labs Ltd reported revenue from operations of ₹2,206 Cr (+33.4% YoY) and net profit of ₹436.2 Cr (+124.3% YoY) for Q2 FY27.
Laurus Labs Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI Regulation 31(1)(b).
Laurus Labs has invested ₹107.80 Crore in its joint venture, KRKA Pharma Private Limited, through a rights issue. The company maintains its 49% stake.
Laurus Labs scheduled a board meeting on October 29, 2026, to consider quarterly financial results and a proposal for an interim dividend for FY 2026-27.
Laurus Labs has submitted the Regulation 74(5) certificate for the quarter ended September 30, 2026, confirming the dematerialization and rematerialization of its securities.
Laurus Labs invested ₹12.10 Crore in Kurnool Renewables Private Limited via a rights issue, maintaining its 26% shareholding stake.
Laurus Labs delivered record Q1FY27 revenue of ₹2,026 Cr, a 29% YoY increase, driven by robust CDMO growth. EBITDA margins expanded 700 bps YoY to 31.8% on favorable mix.
Laurus Labs has been assigned an ESG score of 63 out of 100 for FY 2026 by NSE Sustainability Ratings and Analytics Limited.
Laurus Labs has allotted 62,635 equity shares to employees upon the exercise of vested stock options under its ESOP schemes.
Laurus Labs announced the NCLT has issued an order regarding its Composite Scheme of Arrangement. The court directed notices be served for the upcoming September hearing.
Laurus Labs delivered record quarterly revenue and EBITDA margins, driven by strong CDMO commercial supplies and recovery in the affordable medicine portfolio.
Laurus Labs reported Q1 FY27 revenue of ₹2,026 Crore and EBITDA of ₹644 Crore. The results show 29% year-on-year revenue growth.
Laurus Labs delivered a strong Q1 FY27 with ₹2,026 Cr revenue (up 29% YoY), driven by robust CDMO growth. EBITDA margins expanded to 31.8% due to favorable product mix and operational leverage.
Independent Director Dr. Rajesh Koshy Chandy retired from Laurus Labs on July 26, 2026. This follows the completion of his second term.
Laurus Labs Ltd reported revenue from operations of ₹2,026 Cr (+29.1% YoY) and net profit of ₹362.1 Cr (+123.9% YoY) for Q1 FY27.
Routine quarterly shareholding pattern filing by Laurus Labs Ltd for the quarter ending June 30, 2026. No significant corporate action or financial event occurred.
Laurus Labs scheduled a board meeting on July 24, 2026. The board will consider and approve unaudited financial results for the quarter ended June 30, 2026.
Laurus Labs' credit ratings for bank facilities were reaffirmed by CARE Ratings. The reaffirmation reflects improved FY26 performance and stronger debt coverage.
Laurus Labs appointed two new Independent Directors at its 21st AGM. The appointments, effective July 2, 2026, are for five-year terms.
Laurus Labs concluded its 21st AGM, approving financial statements and interim dividends. Voting results were scrutinized and all resolutions passed by requisite majority.
Laurus Labs submitted its Business Responsibility and Sustainability Report for FY 2025-26. The report details environmental, social, and governance performance in compliance with SEBI regulations.
Laurus Labs released its Integrated Annual Report for FY 2025-26. The report details strategic growth in CDMO and API segments alongside ESG milestones and operational highlights.
Laurus Labs Limited has scheduled its 21st Annual General Meeting for July 2, 2026. Key agenda items include adopting financial statements and approving director appointments.