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Earnings Call

Laurus Labs Earnings Call: Key Takeaways

Laurus Labs delivered a robust 23% revenue growth in FY26, pivotally shifting its mix toward CDMO which now accounts for 30% of sales while maintaining ARV leadership.

Why this was an Alfa AlertNot a filter event. Results were in line with broader strategic targets without specific beat against prior guided numbers.
Highlights
Revenue growth23% YoY revenue growth to ₹6,813 crore in FY26.
MarginsEBITDA margins expanded 6.7% points to 26.8% due to mix.
Demand visibilityStrong visibility for CDMO; servicing 1/3rd of global HIV population.
Management confidenceBalanced confidence; shifting focus to high-growth CDMO and new modalities.

Growth

FY26 revenue reached ₹6,813 crore, driven by a 38% surge in small molecule CDMO and affordable medicines growth.

Outlook

Guided 50% CDMO revenue share by 2030; ₹3,000 crore capex planned over the next two years.

Risks

Geopolitical disruptions affecting raw material logistics; high capex intensity may pressure near-term free cash flow.

Source

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

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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