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.
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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.
Q2 FY27 revenue ₹1,538 Cr (+56.6% YoY), PAT ₹68 Cr (4.4% margin), Adj. EBITDA ₹77 Cr (5.0% margin); speed-led share gains across Express, Hyperlocal and Prime D2C.
Q2 FY27 revenue INR 4,644 cr (+6%), EBITDA 782 cr (+25%), PAT 499 cr (+13%). H1 PAT 1,545 cr incl. one-time gain. Record INR 50,000 cr order book; USA and Jordan capacity expansion.
Ambuja Cements consolidated Q2FY27 (filed under Orient cover letter): revenue flat at ₹9,197 Cr, EBITDA down 28% to ₹1,271 Cr, margin 13.8%, hit by ₹376 Cr geopolitical cost shock. Debt-free.
Ambuja consolidated Q2FY27: revenue ₹9,197 Cr flat YoY, EBITDA ₹1,271 Cr (-28%), margin 13.8%. Geopolitical cost hit ₹376 Cr. Debt-free.
Q2 FY27 revenue ₹192.3 Cr (+24.9%), EBITDA ₹57.7 Cr (+38.3%, 30.0% margin), PAT ₹36.6 Cr. H1 revenue +30%, EBITDA +58.2%.
Q2 FY27 revenue ₹118.1 Cr (+41% YoY), EBITDA ₹6.2 Cr (+86%, 5.20% margin), PAT ₹2.1 Cr (+138%). Growth driven by perishable and general air exports; Dubai FZCO stake acquisition announced.
Q2 FY27 consolidated revenue ₹9,197 Cr, flat YoY. EBITDA ₹1,271 Cr (-28%), margin 13.8% (vs 19.2%). Reported PAT ₹236 Cr (-90%). Company remains debt-free.
Q2FY27 total income ₹253.15 Cr (+51% YoY), revenue from operations ₹235.33 Cr (+56%), PAT ₹41.40 Cr (+42%). Growth led by tolling, telematics and Superloads.
Q2 FY27 revenue ₹1,447 Mn (-45.1% YoY), EBITDA ₹345 Mn (23.84% margin), PAT ₹248 Mn (-45.9%). H1 PAT ₹439 Mn. Collections up 22%; pre-sales weak; ₹19,000 Cr pipeline.
REC is aggressively scaling its loan book to ₹6.17 lakh Cr, leveraging a massive ₹2.56 lakh Cr order book while maintaining near-zero net NPAs.
Q2 FY27 revenue ₹6,931cr (+21.3%), EBITDA ₹787cr (+57.8%), PAT ₹447cr (+77.8%); Oil-led margin expansion, Conductor volumes down, US exports weak.
Q2 FY27 revenue ₹266 Cr (+57% YoY), PAT ₹62.8 Cr (+14%); H1 revenue ₹484 Cr (+30%), PAT ₹134.4 Cr (+21%). Godrej Marine Lines deal unlocks ₹6,000+ Cr GDV.
Q2 FY27 PAT ₹160 Cr vs ₹116 Cr loss YoY; NII ₹643 Cr (+73% YoY). GNPA 2.8%, NIM 8.2%, CRAR 24.1%, cost-to-income 57.7%.
R R Kabel delivered record revenues but moderated FY27 volume guidance to 15%. While Wire and Cable segments show resilience, FMEG losses narrowed despite seasonal headwinds.
Q2FY27 revenue ₹831 Mn (+27% YoY) and record quarterly PAT ₹91 Mn (+21%). H1 PAT fell 23% to ₹107 Mn on Q1 weakness; fleet-led growth in power and renewables, but margins compressed.
Q2 FY27 standalone revenue INR 6,126Mn (+46.8% YoY), EBITDA INR 1,358Mn (22.2% margin), PAT INR 658Mn (+180% YoY). H1 revenue +44.7%. Xanthine capacity expansion and Atali capex drive growth.
Q2 FY27: Revenue ₹806 Cr (+24% YoY), Adj EBITDA ₹155 Cr (19% margin), PAT ₹39 Cr (6x YoY). Investing in mid-market, international and UPI.
Sundram Fasteners delivered strong 30% revenue growth, driven by stellar 57% export growth despite raw material cost pressures. Management remains optimistic about margin expansion as high-margin exports regain their historical one-third revenue share.
Sudeep Pharma delivered record quarterly revenue led by its Pharma Food Nutrition (PFN) segment, though specialty ingredients face short-term headwinds from the pause of a government rice program.
Creative Newtech is pivoting from high-volume distribution to higher-margin brand ownership and technology infrastructure, evidenced by EBITDA growing 3x faster than revenue.
Q2FY27 standalone revenue Rs1,146cr (+17%), EBITDA margin 12.1% (-180bps), PAT Rs73cr (-16%). H1 revenue +26%, PAT +106%. Orderbook Rs14,871cr.
Q2FY27 revenue ₹7,481 Cr (+13% YoY), PAT ₹150 Cr (+40%). H1FY27 revenue ₹12,763 Cr, PAT ₹274 Cr (+54%), EBITDA margin 3.86%. Growth from edible oils, biodiesel and B2C.
Q2FY27 revenue ₹1,939.74 Cr (+18.9% YoY), EBITDA ₹546.81 Cr (27.5% margin), PAT ₹345.00 Cr (+58.2%). H1FY27 PAT ₹603.54 Cr. Net cash ₹2,182 Cr.
Revenue grew 48% YoY, but margins faced pressure from high raw material costs and inventory losses.
Zota reported robust revenue growth driven by Dawaa India, though consolidated PAT remains in loss.
Refex reported strong revenue growth led by Ash/Coal handling, despite seasonal monsoon headwinds, while pivoting into a capital-light RMC business model.
Dachepalli Publishers reported strong 74% revenue growth in H1 FY27, yet faced margin pressure from rising raw material costs and aggressive marketing spend.
H1 FY27 revenue ₹68.9 cr (+50% y-o-y), PAT ₹7.8 cr (+43%), but EBITDA margin fell to 18.0% from 21.7%. Strategy centres on diversification and bio-based chemistries.
Q2 FY27 revenue ₹125.44 cr (+29.8% YoY), net loss narrowed to ₹3.21 cr. H1 FY27 revenue ₹940.44 cr (-9.7%), EBITDA margin 30.48%.