| Management target | Revenue 50.0% FY30 |
|---|
| Revenue growth | 29% YoY growth driven by 69% surge in CDMO small molecules. |
|---|---|
| Margins | EBITDA margins expanded to 31.8%, up 7% sequentially. |
| Demand visibility | Strong visibility in CDMO; affordable medicine portfolio maintaining market leadership. |
| Management confidence | High, supported by significant investments in future technology platforms like ADC. |
Growth
Revenue grew 29% YoY to 2,026 crore, supported by a 69% surge in CDMO sales.
Outlook
Management raised FY27 capex guidance to 2,000 crore to meet specific CDMO partner demand.
Risks
Rising net debt of 2,656 crore and aggressive capex plans may strain near-term cash flows if asset turns lag.
Last quarter's promises, checked
Delivered
- Guided 26.8% EBITDA margin → delivered 31.8% (= BEAT)
- Revenue growth ~23% → delivered 29% (= BEAT)
- CDMO growth ~38% → delivered 69% (= BEAT)
Partly delivered
- Guided 1,000cr annual capex → delivered 2,000cr FY27 guidance (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: LAURUSLABS. Summary written with AI assistance from 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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Laurus Labs delivered record Q1FY27 revenue of ₹2,026 Cr, a 29% YoY increase, driven by robust CDMO growth. EBITDA margins expanded 700 bps YoY to 31.8% on favorable mix.
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.
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
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