Laurus Labs Ltd (BOM:540222)

Q4 2026 Laurus Labs Ltd Earnings Call Transcript

Apr 30, 2026 / 11:30 AM GMT

Release Date Price: ₹1099.1 (-0.60%)

Transcript

Key Points

Positve

Laurus Labs Ltd (BOM:540222) reported a 23% revenue growth for FY26, reaching 6,813 crore, driven by significant growth in the CDMO business.
The company maintained healthy gross margins around 60%, with EBITDA margins expanding by 6.7 percentage points to 26.8%.
Laurus Labs Ltd (BOM:540222) has successfully transformed its business and product portfolio, increasing the share of CDMO business from 13% to over 30% in six years.
The company is making significant investments in high-growth modalities and large-scale manufacturing infrastructure, with several CapEx projects underway.
Laurus Labs Ltd (BOM:540222) has maintained a consistent supply track record despite global supply chain challenges, with strong traction from recent launches in developed markets.

Negative

Geopolitical disruptions may impact raw material availability and logistics, potentially creating near-term pressure on OTIF performance across the industry.
The company faces challenges in maintaining operational leverage due to ongoing capacity expansions.
There is a risk of lumpiness in earnings due to potential destocking and variations in funding for alternative medicines.
Despite the strong growth, the company did not provide specific guidance on future growth rates or the exact impact of new projects.
The company is facing some pressure from solvent price increases, which could impact operating costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LAUL.NS - Laurus Labs Ltd
Q4 2026 Laurus Labs Ltd Earnings Call
Apr 30, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the LORUS Labs Q4 FY26 Earnings Conference Call hosted by DAM Capital Advisors.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Payal Shah from Dam Capital Advisors.

Thank you and over to you ma'am.

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Unidentified_2 [2]
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