Laurus Labs Limited — Investor Meet, 28-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Laurus Labs reported strong Q2 FY'26 financial results: INR 1,653 Cr revenue, 26% EBITDA margin (INR 429 Cr), and INR 195 Cr PAT, driven by robust ARV and 88% H1 CDMO growth. Gross margins expanded to ~60%. Management is investing heavily, planning ~INR 1,000 Cr annual capex and a new INR 5,000 Cr Vizag complex over 8 years for CDMO, fermentation, and ADC technologies. They are confident in continued growth and improving margins, emphasizing resilience to large capex given the company's increased scale. The focus remains on high-value segments and long-term value creation.