Laurus Labs Limited — PPTs, 25-07-2025: Investor Presentation

**Financial Highlights:**

Laurus Labs reported strong Q1 FY26 financial results with ₹1,570 Cr revenue, up 31% year-on-year. EBITDA surged 127% to ₹389 Cr, expanding margins by 10.5 percentage points to 24.8%. Gross margins held strong at 59.4%. The company noted continued recovery in asset turnover levels.

**Strategic Initiatives & Growth Drivers:**

Robust CDMO momentum and growth in generics are key drivers. Strategic investments continue with Q1 CAPEX at ₹265 Cr (17% of sales), including groundbreaking for new Gene/ADC and Microbial fermentation facilities. The focus is on enhancing manufacturing networks and specialized modalities.

**Business Developments:**

CDMO – Small Molecules saw over 130% growth. The KRKA joint venture's finished formulation facility broke ground, with an initial investment of over ₹500 Cr planned. Cell therapy showed continued demand for NexCAR19, with a second GMP facility opening soon, and a new Gene/ADC manufacturing facility is underway.

**Market Position & Competitive Advantage:**

Laurus Labs leverages an integrated ‘D&M’ platform and unique capabilities, supported by over 110 active pipeline projects. Strong R&D platforms, including biocatalysis and flow chemistry, underpin its offerings. The company maintains high global quality standards with numerous regulatory certifications.

**Investor Implications:**

The strong CDMO performance, significant margin expansion, and strategic investments in new high-value capabilities suggest positive growth potential. Continued asset turnover recovery is a positive signal for future performance.