Laurus Labs Limited — PPTs, 23-10-2025: Investor Presentation

Laurus Labs delivered a stellar H1-FY26! Revenue jumped 33% YoY to ₹3,223 Cr, while Net Profit soared 985% to ₹358 Cr. 💪 This strong performance was driven by robust CDMO growth (up 74%) and solid Generics business (up 20%), with FDF segment particularly strong at +54%. Gross margins expanded to 59.6%, propelling EBITDA up 132% to ₹818 Cr (25.4% margin).

The company is strategically investing >US$600mn over 8 years in a new 532-acre pharma complex in Vizag to expand manufacturing and R&D. They also invested in Aarvik Therapeutics for next-gen Antibody-Drug Conjugate (ADC) technology. New GMP facilities for Cell and Gene therapy are slated to commission by Jan’26 and end of 2026 respectively, expanding advanced modality capabilities.

Management is positive on the FY26 outlook, anticipating sustained momentum in CDMO and Generics, improved asset utilization, and higher EBITDA margins. Expect continued CAPEX to fuel long-term growth! #LaurusLabs #Pharma #Investing