Laurus Labs Limited has informed the Exchange about Transcript
LAURUSLABS · price
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Laurus Labs delivered strong FY26 results with total revenue of INR 6,813 crores (23% YoY growth), EBITDA margin expanding 670 bps to 26.8% (28.9% in Q4), and PAT of INR 889 crores (148% growth). CDMO business reached INR 2,080 crores with 38% growth in small molecules, while Affordable Medicines (Generics) posted INR 4,733 crores (18% growth). The company announced increased capex guidance of INR 3,000 crores over next 2 years for multiple projects including Unit 7 greenfield (first production March 2027), peptide manufacturing (commercial validation Q2 FY27), and Laurus Bio fermentation expansion (Phase 1 by end-2026). Management guided for maintained or improved EBITDA margins in FY27, with CDMO expected to reach 50% of total sales by FY30. ARV revenues expected to remain at INR 2,800 crores level but percentage contribution will decline as CDMO grows.
Strong margin expansion and robust CDMO growth trajectory indicate Laurus is successfully executing its portfolio transformation strategy. Increased capex with visible demand backing suggests management confidence in sustaining growth, though near-term geopolitical supply chain risks remain a watch item.