Laurus Labs Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Laurus Labs reported Q1 FY27 revenue of INR2,026 crores, a 29% year-on-year increase, driven by growth in the CDMO segment and continued strength in the affordable medicines portfolio. EBITDA margin expanded to 31.8% and profit after tax was around INR368 crores, with management describing this as the highest quarterly revenue, EBITDA and profit for the company. Management also discussed capex plans, the CDMO and Bio segment updates, and progress on new modalities including ADCs, peptides and gene therapy.
Laurus Labs reported FY26 revenue of Rs 6,813 crore, up 23% year-on-year, driven by growth in the CDMO business and the Affordable Medicines (Generics) portfolio. EBITDA margin expanded by 6.7 percentage points to 26.8% for the year, with Q4 EBITDA margin at 28.9%, and profit after tax grew 148% to Rs 889 crore. Management outlined ongoing capex projects including Unit 7, peptide manufacturing, Animal Health capacity, Laurus Bio fermentation, and the KRKA joint venture formulation facility.