ALFA Finder| Revenue growth | 29% YoY growth in Q1 FY27. |
|---|---|
| Margins | Gross margins expanded 330 bps YoY to 62.7%. |
| Order book | Over 125 active projects in CDMO pipeline. |
| Demand visibility | Healthy order book in Affordable Medicines and CDMO pipeline. |
| Management confidence | High, 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)
Investor Presentation filed with BSE, NSE: LAURUSLABS. Summary written with AI assistance from the document.
Laurus Labs Ltd: key numbers
- Share price
- ₹2,412.50
- Market cap
- ₹1,30,350 Cr
- Revenue (annual)
- ₹6,813 Cr
- Net profit (annual)
- ₹888.8 Cr
- P/E (TTM)
- 97.3×Sector 43.8×
- Promoter holding
- 27.47%+0.00% QoQ
- FII holding
- 30.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Laurus Labs Ltd
All →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.
Laurus Labs Results Update
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.
- SPPS peptide synthesis capacity
- 16000 L
Laurus Labs Investor Presentation: Key Takeaways
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 Dividend
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 Management Change
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 Acquisition Worth ₹32.5 Cr
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.
- Value
- ₹32.50 Cr