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Earnings Call

Laurus Labs Earnings Call: Key Takeaways

Laurus Labs delivered record FY26 results with Revenue up 23% and Net Profit surging 148%, driven by a significant 36% jump in CDMO and improved operating leverage.

Why this was an Alfa AlertNot a filter event. While results were record-breaking, the presentation does not state performance relative to specific prior management guidance ranges.
Highlights
Revenue growth23% YoY for FY26; 5% YoY for 4Q FY26.
MarginsFY26 Gross Margins 60.4% (+500bps); EBITDA margins 26.8% (+670bps).
Order bookActive projects in CDMO increased to 125 (up from 110).
Demand visibilityStrong CDMO demand; ARV leadership maintained with steady demand outlook.
Management confidenceHigh; emphasis on transformation and value creation over 20 years.

Growth

FY26 Revenue reached ₹6,813 Cr (+23%); EBITDA at ₹1,826 Cr (+64%) with 26.8% margins; PAT at ₹889 Cr (+148%).

Outlook

₹3000 Cr capex for growth projects; >$600mn 8-year investment plan for new 532-acre Vizag site; interim dividend of ₹1.20/share.

Risks

Global supply chain disruptions persist; high R&D intensity; concentration in ARV segment though de-risking is underway.

Source

Earnings Call filed with NSE, NSE: LAURUSLABS. Summary written with AI assistance from the document.

Read the document ↗

Laurus Labs Ltd: key numbers

Share price
₹2,007.00
Market cap
₹1,08,441 Cr
Revenue (annual)
₹6,813 Cr
Net profit (annual)
₹888.8 Cr
P/E (TTM)
99.2×Sector 50.4×
Promoter holding
27.47%-0.02% QoQ
FII holding
28.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Financial Results

Laurus Labs Q1 FY27 Results: Net Profit ₹362.1 Cr, Up 123.9% YoY

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.

Key figure
Net profit ₹362.1 Cr · +123.9% YoY