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Earnings Call

Laurus Labs Earnings Call: Key Takeaways

Laurus Labs delivered strong Q4 FY26 results with 23% annual revenue growth and significant EBITDA margin expansion to 26.8%, driven by a transforming CDMO business and generic portfolio ramp-up.

Why this was an Alfa AlertNot a filter event. Performance was robust but management indicated results were largely along expectations and in line with broader outlook.
Highlights
Revenue growth23% YoY for full year FY26.
MarginsGross margin healthy at 60%; EBITDA reached 29% in Q4.
Order bookPretty much in place for next year.
Demand visibilityStrong momentum in CDMO and non-ARV generics.
Management confidenceHigh; confident in maintaining or improving EBITDA margins in FY27.

Growth

FY26 Revenue grew 23% to ₹6,813 Cr; PAT surged 148% to ₹889 Cr; EBITDA margins expanded 6.7% to 26.8%.

Outlook

Guided ₹3,000 Cr capex over next 2 years; CDMO targeted to be 50% of revenue by FY30.

Risks

Geopolitical disruptions affecting raw material availability/logistics; solvent price volatility; increased debt for capex.

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