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Laurus Labs Ltd · 540222

✦ AI Summary▲ PositiveResults

Laurus Labs Ltd has announced its Q1 FY27 results, with revenue at ₹ 2,026 Cr, a 29% growth from the same period last year, and EBITDA at ₹ 644 Cr, a 66% growth. The company has also reported strong growth in its CDMO business, driven by commercial projects, and steady momentum in its Affordable Medicines division.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Laurus Labs Ltd - 540222 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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July 24, 2026 To To The Corporate Relations Department The Listing Department BSE Limited National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Code: 540222 Code: LAURUSLABS Dear Sir / Madam, Sub: Press Release on the Financial Results for the quarter ended June 30, 2026 Please find enclosed the Press Release on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. This is for your information and records. Thanking you, Yours sincerely, For Laurus Labs Limited G. Venkateswar Reddy Company Secretary & Compliance Officer Encl: A/a Press Release FOR IMMEDIATE RELEASE 24 JULY, 2026 Laurus Labs Announces Q1 FY27 Results Revenue at ₹ 2,026 Cr; EBITDA at ₹ 644 Cr, 31.8% margins Hyderabad, July 24, 2026: Laurus Labs Ltd. (Laurus BSE: 540222, NSE: LAURUSLABS, ISIN: INE947Q01028), a leading research and development driven pharmaceutical and biotech company in India announces its Q1 FY27 results. Financial Summary [₹ Crore] except EPS amounts 1Q FY27 1Q FY26 Y-o-Y Revenue 2,026 1,570 29% Gross Margins 62.7% 59.4% 3.3% EBITDA 644 389 66% EBITDA Margins 31.8% 24.8% 7.0% PBT 481 224 115% Net Profit 368 163 126% EPS (Diluted) 6.8 3.0 127% Dr. Satyanarayana Chava, Founder & Chief Executive Officer commented; “Laurus has delivered record quarterly Revenue with expanded profitability and continued its portfolio transformation. This was driven by growing commercial deliveries within CDMO and continued strength in Affordable Medicines portfolio. During the quarter, we strengthened our Integrated offerings, niche capabilities that matter most to our clients. We also achieved important milestones, including agreement to in-license two Antibody Drug Conjugates (ADCs) and securing final handover of new land parcel, reinforcing our long-term growth strategy. I am pleased with our progress, and excited about next wave of business opportunities driving confidence in our ability to deliver sustained growth and value creation.” Corporate Office Plot No. 103, Road No.1, Jubilee Hills, Hyderabad 500033, Telangana, India T +91 40 6659 4333, 2342 0500/501 F +91 40 6659 4320 Registered Office Laurus Enclave, Plot Office 01, E.Bonangi Village, Parawada Mandal, Anakapalli District – 531021, Andra Pradesh, India CIN : L24239AP2005PLC047518, T +91 891 682 1101, 1102, F +91 891 682 1103, E info@lauruslabs.com, W lauruslabs.com V V Ravi Kumar, Executive Director & Chief Financial Officer commented; “We delivered a strong operating performance in Q1 despite challenging macroeconomic volatility. We are pleased to see sustained momentum across both CDMO and Affordable Medicine division. We have achieved revenue of ₹ 2,026 Cr, representing 29% growth and EBITDA of ₹ 644 Cr, representing 66% growth. The EBITDA margins were strong and consistently improved at 31.8%, supported by improvement in capacity utilization and operating leverage. Gross margins improved by over 3% pts to 62.7% due to favorable segment mix. Our commercial and operational execution continues to enable us to generate strong results and we are continuing on our key CAPEX program to drive near and long term growth.” Divisional Revenue Performance [₹ Crore] 1Q FY27 1Q FY26 Y-o-Y CDMO 870 522 67% Small molecules 835 493 69% Bio 35 29 21% Affordable Medicines (Generics) 1,156 1,048 10% API 654 637 3% FDF 502 411 22% Total Revenue 2,026 1,570 29% ARV Revenue* 669 647 3% * Includes API and Formulation (FDF) combined revenue Summary Highlights:  Continued strong Q1 performance; ₹ 2,026 Cr Revenue and 29% revenue growth  Strong growth in CDMO driven by commercial projects, and steady momentum in Affordable medicines  ₹ 644 Cr EBITDA resulted in a margin of 31.8%, increased by 7.0% pts, contributed by enhanced CDMO revenue and operational leverage  Gross margins expansion of over 3% pts to 62.7% on healthy business mix  Continued investment into manufacturing network expansion and niche capabilities with CAPEX at 19% of sales  Planned Capex increase over FY27 & FY28 well on track to support growth projects across Small molecule (Human & Animal health), Fermentation, Peptides, Gene therapy and Antibody Drug conjugates Divisional Highlights: CDMO – Small molecules  CDMO business reported revenue of ₹ 835 Cr, during Q1FY27; increased by 69% mainly driven by growth in late-stage clinical and commercial API supplies and ramp- up of the growth projects  Continued focus on new modalities with key partners and fully integrated projects  Advancing commercial peptides manufacturing capability based on customer demand  Pipeline momentum remained healthy: >125 Active projects across Human health, Animal health and Crop science  We are continuing CAPEX in large-scale API & Fermentation capacity in Vizag BIO – Large molecules  Bio business reported revenue of ₹ 35 Cr, during Q1FY27; increased by 21%.  Strong traction in the enzymatic technology application across small molecule clinical and commercial API projects  Expect fermentation facility to be commissioned by Q3FY27 Affordable Medicines (Generics)  Affordable Medicines division reported revenue of ₹ 1,156 Cr, during Q1FY27, increased by 10%  Growth driven by steady ARV, established product volume growth and new launches in the US  Maintained consistent deliveries track record amid continuing global supply chain issues  Capacity expansion and resource allocation going as per plan with focus on integrated CMO supplies  KRKA JV update: FDF site progress fully on track. Phase-I production blocks to be opened in mid-2027 focusing on High Potent and General OSD capability  Product filings update: - DMF filings: Cumulatively, 92 DMFs filed till date - Developed market FDF filings: 2 product dossiers filed in Q1FY27. Cumulatively, 96 products filed till date R&D and Other Highlights:  Total R&D investments including capex R&D for the quarter was ₹ 118 Cr* (5.8% of Revenue), increased significantly by 74% Y/Y due to development efforts toward building Advanced Biologics infrastructure (Gene Therapy/Antibody Drug Conjugates)  Laurus Labs in-licensed two ADC assets from Aarvik Therapeutics for development and commercialization for India markets Quality and ESG Highlights:  We completed 24 Quality audits in Q1. Company has successfully passed audit inspections without critical findings  Science Based Targets initiative (SBTi) has approved Laurus Labs near-term science- based emissions reduction targets, marking important milestone in our sustainable journey Earnings Conference Call The company will organize a conference call on Friday, July 24, 2026 - 5:00 pm IST to discuss Q1 FY27 results followed by an interactive Q&A session from participants. All participants may join the call by dialing below numbers OR by using Diamond Pass link Conference Dial-in Universal Dial-In +91 22 6280 1384 India Local access Number +91 22 7115 8285 Singapore +800 101 2045 Hong Kong +800 964 448 USA +1 866 746 2133 UK +0 808 101 1573 Express Join with Diamond Pass Click here to register Transcript of the conference call will be available on the Company’s website: www.lauruslabs.com ***END*** Media Relations Karthik C T +91 40 3980 4380 | 9030088669 mediarelations@lauruslabs.com Investors Relations Vivek Kumar T +91 40 3980 4366 investorrelations@lauruslabs.com About Laurus Labs Laurus Labs is a research-driven pharmaceutical and biotechnology company committed to improving global health. It holds a leadership position in developing and manufacturing select Active Pharmaceutical Ingredients (APIs) and Finished Dosage Forms (FDF) across anti-retroviral, oncology, cardiovascular, and gastro therapeutics. With strong backward integration and stringent quality standards, Laurus has built a solid reputation for high-quality, innovative solutions. The company offers end-to-end Contract Development and Manufacturing Organization (CDMO) services, supporting innovat [Showing first 8,000 characters — download PDF for full document]