ALFA Finder| Revenue growth | 29% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margin at 31.8%; guiding >30% from FY27+ |
| Order book | Healthy order book and internal pipeline mentioned |
| Demand visibility | Strong visibility on CDMO and commercial API pipelines |
| Management confidence | High; visibility on late-stage projects and commercial API supplies |
Growth
Revenue grew 29% YoY; EBITDA increased 66% YoY to ₹644 Cr; Net Profit surged 126% YoY to ₹368 Cr.
Outlook
Management guiding >30% EBITDA margins from FY27+. Cumulative CAPEX >₹3,000 Cr planned over FY27-28 to drive long-term growth.
Risks
Potential macro-economic volatility, currency fluctuations, and regulatory trends in global pharmaceutical markets.
Last quarter's promises, checked
Delivered
- Guided ROCE ~17.7% → delivered 19% (= BEAT)
- Guided ARV revenue mix to stay below 1/3 → delivered 33% (= BEAT)
- Guided FY27 capex INR 1,500 Cr → delivered INR 2,000 Cr guidance (= BEAT)
Partly delivered
- Guided Asset Turnover target >1.0x → delivered "almost there" (= PARTIAL)
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