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Investor Presentation

Laurus Labs Investor Presentation: Key Takeaways

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.

Highlights
Revenue growth29% YoY growth in Q1 FY27.
MarginsGross margins expanded 330 bps YoY to 62.7%.
Order bookOver 125 active projects in CDMO pipeline.
Demand visibilityHealthy order book in Affordable Medicines and CDMO pipeline.
Management confidenceHigh, citing strong CDMO momentum and manufacturing expansion.

Growth

Revenue grew 29% YoY to ₹2,026 Cr; Net Profit surged 126% YoY to ₹368 Cr. CDMO small molecules revenue increased 69% YoY.

Outlook

Cumulative FY22-27 CAPEX target set at ₹4,700+ Cr. Fermentation facility (Vizag) commissioning expected by 3QFY27; ADC facility qualification by end 2027.

Risks

Global supply chain challenges persist. Bio segment revenue saw a 46% QoQ decline despite YoY growth.

Last quarter's promises, checked

Delivered

  • Guided FY26 EBITDA margins 26.8% → delivered 26.8% (= BEAT)
  • Guided FY26 Revenue ~₹6,800 Cr → delivered ₹6,813 Cr (= BEAT)
  • Guided ARV Revenue quantum constant ~₹2,800 Cr → delivered ₹2,800 Cr (= BEAT)

Partly delivered

  • Guided FY27 CDMO growth → delivered 67% YoY in Q1 (Partial: momentum high but FY target in progress)
Source

Investor Presentation filed with BSE, 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