LAURUSLABSNSELaurus Labs LimitedMediumNeutral
Announced Fri, 23 Jan · 14:54 IST

Laurus Labs Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

LAURUSLABS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Laurus Labs reported strong Q3 & 9M FY2026 results with 9M revenues of ₹5,001 Cr, up 30% YoY, led by robust growth in CDMO (+50% in small molecules) and Generics (+26%) divisions. EBITDA surged 104% to ₹1,303 Cr with margins expanding 950 bps to 26.1%, driven by better product mix and operating leverage. Net profit jumped 388% to ₹610 Cr, while Net Debt-to-EBITDA improved sharply from 3.1x to 1.2x and ROCE rose to 18.5% from 6.8%. Q3 alone saw revenues of ₹1,778 Cr (+26% YoY) and EBITDA of ₹485 Cr (+70% YoY). CAPEX stood at ₹735 Cr (15% of sales) with cumulative FY22-26 capex of ~₹3,900 Cr for expansion across peptides, gene/ADC therapies, and fermentation capabilities.

Likely market impact

Strong margin expansion and deleveraging signal improving business quality, likely to be viewed positively by investors. The healthy growth momentum across both CDMO and Generics, coupled with a clear margin expansion roadmap and pipeline visibility, supports a constructive outlook for the stock.