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Investor Presentation

Morepen Laboratories Investor Presentation: Key Takeaways

Morepen delivers explosive Q1'FY27 growth with 207% EBITDA jump, driven by the first commercial CDMO dispatches and operational leverage. The 'Morepen 2.0' strategy shifts focus from commodity APIs to high-margin innovation-led manufacturing.

Highlights
Revenue growth34% YoY
MarginsBlended EBITDA margin improved significantly to 15.25%
Order bookRs. 58 Cr initial CDMO dispatches completed
Demand visibilityStrong; Rs. 825 Cr CDMO mandate entering commercial supply
Management confidenceHigh; citing 'Commercial Validation' of 2.0 strategy

Growth

Revenue grew 34% YoY to Rs. 575.31 Cr; PAT surged 394% to Rs. 56.35 Cr. API exports up 42%.

Outlook

Major capacity expansion planned from 600 KL to 1200 KL by FY30. CDMO mandate valued at Rs. 825 Cr.

Risks

Transition from transaction-based business; scaling manufacturing capacity to meet global demand across four expansion phases.

Source

Investor Presentation filed with BSE, NSE: MOREPENLAB. Summary written with AI assistance from the document.

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Morepen Laboratories Ltd: key numbers

Share price
₹120.38
Market cap
₹6,596 Cr
Revenue (annual)
₹1,806 Cr
Net profit (annual)
₹94.88 Cr
P/E (TTM)
46.9×Sector 50.4×
Promoter holding
35.65%+0.00% QoQ
FII holding
1.46%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:33 IST BSE
Annual General Meeting

Morepen Laboratories Annual General Meeting

Morepen Laboratories held its 41st Annual General Meeting on September 26, 2026, to conduct routine business, including dividend declaration and approval of director appointments.

16:10 IST BSE
Other Announcement

Morepen Laboratories Other Announcement

Morepen Laboratories has been assigned an 'Adequate' ESG rating of 'CRISIL ESG 60' by Crisil ESG Ratings & Analytics Limited based on publicly disclosed information.

08:48 IST NSE
Production Started

Morepen Laboratories Production Started

Morepen Laboratories successfully completed the first phase of its manufacturing capacity expansion. Installed reactor capacity for API and CDMO operations increased from 535 KL to 614 KL.

reactor capacity increase
79.0 KL
13:36 IST BSE
Annual General Meeting

Morepen Laboratories Annual General Meeting

Morepen Laboratories dispatched a notice to shareholders without registered emails providing the Annual Report 2025-26 weblink. The company proposed a final dividend of ₹0.20 per share.

13:23 IST BSE
Annual General Meeting

Morepen Laboratories Annual General Meeting

Morepen Laboratories has scheduled its 41st Annual General Meeting for September 26, 2026. The board has proposed a final dividend of ₹0.20 per equity share.

Value
₹197.1 Cr
13:14 IST BSE
New Order Win

Morepen Laboratories Bags ₹825 Cr Order from Leading global pharmaceutical company

Morepen Laboratories secured a multi-year CDMO mandate worth approximately ₹825 Crore from a global pharmaceutical firm. This represents one of the largest single mandates in the company's history.

Value
₹825.0 Cr
From
Leading global pharmaceutical company
Execution
Multi-year