Laurus Labs Limited — Investor Meet, 29-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Laurus Labs reported strong Q1 FY26 results with revenue at INR 1,570 Cr (+31% YoY), EBITDA margin at 25%, and PAT at INR 163 Cr. The CDMO business saw significant growth to INR 493 Cr, boosting gross margins to 59%. Management expects these healthy gross margins (55-60%) to be sustainable as CDMO's contribution continues to rise, potentially reaching 50% of revenue. Strategic investments are underway for new fermentation, gene therapy/ADC, and formulation facilities, reinforcing their focus on high-value segments and a diversified pipeline. Overall, a confident outlook for improved growth ahead.