Laurus Labs Q1 FY27 Revenue Hits ₹2,026 Cr

Quarterly Financials (₹ Crore):

Revenue: ₹2,026 Cr (Q1 FY26: ₹1,570 Cr), up 29% YoY
Gross Margins: 62.7% (Q1 FY26: 59.4%), improvement of 3.3 percentage points
EBITDA: ₹644 Cr (Q1 FY26: ₹389 Cr), up 66% YoY
EBITDA Margins: 31.8% (Q1 FY26: 24.8%), improvement of 7.0 percentage points
PBT: ₹481 Cr (Q1 FY26: ₹224 Cr), up 115% YoY
Net Profit: ₹368 Cr (Q1 FY26: ₹163 Cr), up 126% YoY
EPS (Diluted): ₹6.8 (Q1 FY26: ₹3.0), up 127% YoY

CDMO Division:

Affordable Medicines (Generics) Division:

Dr. Satyanarayana Chava, Founder & CEO:

Delivered record quarterly revenue with expanded profitability
Portfolio transformation driven by growing CDMO commercial deliveries and strength in Affordable Medicines
Strengthened integrated offerings and niche capabilities
Achieved milestones including in-licensing two Antibody Drug Conjugates (ADCs) and securing final handover of new land parcel
Expressed confidence in sustained growth and value creation

V V Ravi Kumar, Executive Director & CFO:

Strong operating performance despite macroeconomic volatility
Sustained momentum across CDMO and Affordable Medicine divisions
EBITDA margin improvement supported by better capacity utilization and operating leverage
Gross margin improvement due to favorable segment mix
Continuing CAPEX program to drive near and long-term growth
CAPEX at 19% of sales during the quarter

CDMO - Small Molecules:

Revenue of ₹835 Cr, up 69% YoY
Growth driven by late-stage clinical and commercial API supplies
Ramp-up of growth projects
Focus on new modalities with key partners and fully integrated projects
Advancing commercial peptides manufacturing capability
Pipeline: >125 active projects across Human health, Animal health, and Crop science
Continuing CAPEX in large-scale API & Fermentation capacity in Vizag

BIO - Large Molecules:

Affordable Medicines (Generics):

Steady ARV performance and established product volume growth
New launches in US market
Maintained consistent deliveries amid global supply chain issues
Capacity expansion and resource allocation on track
KRKA JV Update: FDF site progress on track, Phase-I production blocks to open in mid-2027 focusing on High Potent and General OSD capability
Product filings: 2 FDF dossiers filed in Q1 FY27 (Cumulative: 96 products)
DMF filings: Cumulative 92 DMFs filed till date

Total R&D investment including capex R&D: ₹118 Cr (5.8% of Revenue), up 74% YoY
Increased investment focused on Advanced Biologics infrastructure (Gene Therapy/Antibody Drug Conjugates)
In-licensed two ADC assets from Aarvik Therapeutics for development and commercialization in India markets

Completed 24 Quality audits in Q1 without critical findings
Science Based Targets initiative (SBTi) approved Laurus Labs' near-term science-based emissions reduction targets

Planned Capex increase over FY27 & FY28 on track
Growth projects across Small molecule (Human & Animal health), Fermentation, Peptides, Gene therapy, and Antibody Drug conjugates

Corporate Office: Plot No. 103, Road No.1, Jubilee Hills, Hyderabad 500033, Telangana, India
Company Identification No: L24239AP2005PLC047518
Employee strength: Over 8,126 people, including 3,134+ scientists
Facilities: 15 facilities approved by global regulators (USFDA, WHO, EMA, etc.)
FY2026 Revenue: ₹6,813 crore