ALFA Finder| 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
- ₹2,412.50
- 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