Laurus Labs Limited — PPTs, 23-01-2026: Investor Presentation

Laurus Labs delivered a strong financial performance for 9M FY26, with revenues soaring 30% to ₹5,001 Cr and Net Profit jumping 388% to ₹610 Cr. Q3 FY26 also saw robust growth: revenues up 26% YoY to ₹1,778 Cr, and Net Profit surging 174% YoY to ₹252 Cr.

Growth was fueled by healthy contributions from both the CDMO division (+43% for 9M, ₹1,491 Cr) and the Generics division (+26% for 9M, ₹3,510 Cr), specifically strong FDF and API segments. Gross margins expanded to 60.1% for 9M and 60.9% for Q3, driven by a better product mix. EBITDA margins improved significantly to 26.1% for 9M and 27.3% for Q3.

The company is aggressively investing in its future, with CAPEX at ₹735 Cr for 9M, focusing on new capabilities like gene therapy, ADC, and commercial-scale peptides manufacturing. A new gene therapy/ADC lab is operational, and a second cell therapy GMP facility is commissioning by March '26. The KRKA JV is also progressing with facility construction.

Management is optimistic, expecting healthy operational growth for FY26 driven by strong CDMO demand, clinical and commercial business momentum, and continued Generics expansion. They anticipate higher EBITDA margins from better asset utilization and product mix.