BSECompany Update9h ago · 29 Oct 2026, 03:18 pm

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Laurus Labs Ltd · 540222

✦ AI Summary▲ PositiveResults

Laurus Labs Ltd has announced its Q2 & H1 FY 2027 results, with revenue of ₹ 4,233 Cr, a 31% growth, and EBITDA of ₹ 1,406 Cr with margins of 33.2%, up 7.8% pts. The company has also announced investments in two technology platforms to strengthen its Integrated CDMO offering, and a proposed acquisition of 60% stake in Galenvs, a peptide-resin technology focused company.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Laurus Labs Ltd - 540222 - Announcement under Regulation 30 (LODR)-Investor Presentation

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October 29, 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: Investors / Analysts Presentation Please find enclosed the presentation to the Investors / Analysts on the Standalone and Consolidated Financial Results of the Company for the quarter and half-year ended September 30, 2026, for the Investors / Analysts call scheduled on October 29, 2026 at 05.00 p.m. (IST), which was already intimated on October 13, 2026. The presentation is also being uploaded on the website of the Company i.e., www.lauruslabs.com. This is for your information and records. Thanking you. Yours sincerely, For Laurus Labs Limited V V Ravi Kumar Executive Director and CFO DIN: 01424180 Encl: A/a Q2 & H1-FY 2027 20 Years Financial logo Results 29/10/2026 © 2026 Laurus Labs Ltd. Safe Harbor Statement This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments and economic performance. While these forward looking statements represent our judgment and future expectations concerning the development of our business, such statements reflect various assumptions concerning future developments and a number of risks, uncertainties and other important factors that could cause actual developments and results to differ materially from our expectations. These factors include, but not limited to: 1) Change in the General market and macro-economic conditions for key global markets where we operate, 2) Governmental and regulatory trends, 3) Allocations of funds by the Governments in our key global markets, 4) Successful implementation of our strategy, R&D efforts, growth & expansion plans and technological changes, 5) Movements in currency exchange and interest rates, 6) Increase in the competitive pressures and Technological developments, 7) Changes in the financial conditions of third parties dealing with us, 8) Changes in laws and regulations that apply to our customers, suppliers and Pharmaceutical industry. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results, performance or achievements of Laurus Labs Limited may vary materially from those described in the relevant forward-looking statements The information contained in this presentation is current, and if not stated otherwise, made as of the date of this presentation. The Company undertakes no obligation to update or revise any information in this presentation as a result of new information, future events or otherwise. This presentation is strictly confidential and may not be copied or disseminated, reproduced, re-circulated, re-distributed, published or advertised in any media, website or otherwise, in whole or in part, and in any manner or for any purpose without written approval from Laurus Labs Limited. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. This presentation is for information purpose only and is not a prospectus, a statement in lieu of a prospectus, an offering circular, an advertisement or an offer document under the Companies Act, 2013, as amended, or the rules made thereunder, the Securities and Exchange Board of India (Issue ofCapital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India. By accessing this presentation, you accept that this disclaimer and any claims arising out of the use of the information fromthis presentation shall be governed by the laws of India and only the courts in Telangana, India, and no other courts, shall have jurisdiction over the same. © 2026 Laurus Labs Ltd. Q2 & H1 -FY27 Results Presentation 29/10/2026 2 Agenda 1 Q2 & H1 - FY 2027 Corporate Overview 2 Q2 & H1 - FY 2027 Financial Overview 3 Q2 & H1 - FY 2027 Business Review & Strategy © 2026 Laurus Labs Ltd. Q2 & H1 -FY27 Results Presentation 29/10/2026 3 Corporate Overview Q2 & H1 FY 2027 Executive Summary • Strong H1 performance ; ₹ 4,233 Cr Revenue with 31% growth • Sustained strong growth in CDMO revenue driven by commercial supplies and steady momentum in Affordable Medicines division • ₹ 1,406 Cr EBITDA with margins of 33.2%, increased by 7.8% pts, contributed by higher CDMO revenue and operational leverage • Gross margins expansion of over 3.3% pts to 62.9% on healthy business segment mix • Announced investments in two technology platforms to strengthen Integrated CDMO offering; Oligonucleotides and peptide-resins • CAPEX/Revenue reached 20%, reflecting sustained investment in expanding the manufacturing network and niche capabilities © 2026 Laurus Labs Ltd. Q2 & H1 -FY27 Results Presentation 29/10/2026 5 Strengthen CDMO expertise – Proposed Acquisition Overview Montreal, Canada Hyderabad, India Expanding CDMO offering in high growth Enhance Supply chain security and Peptides Oligonucleotide modality manufacturing competitiveness • Definitive agreement to acquire 60% stake in Market size • Proposed to acquire 52% stake in SI &C Resins, a peptide-resin Galenvs, specialized in Oligonucleotide and technology focused company Precision Magnetic Nanoparticles for purification ~$ 11 bn+ 2030 • Expertise with >15 year experience in peptide/polymer chemistry • Expands Laurus position in fast growing Oligo +22-24% CAGR market (+22-24% CAGR) with a North American • Ability to develop and manufacture, peptide solid support resins and development footprint chromatography stationary phases Galenvs capabilities • Galenvsearly-stage Oligo platform + Laurus large-scale expertise in complex chemistry Antisense, Aptamers • Enhanced manufacturing competitiveness and Reliability allows to deliver Integrated service for complex siRNA sgRNA RNA/DNA based therapies Advance purification • Rapid expansion in GLP-1 and non-GLP-1 peptide drugs incl fill finish • Plans to expand scientific talent in Montreal and Pilot-scale synthesis manufacturing infrastructure in India Investments aligns with Laurus strategy to strengthen Integrated scientific capabilities & manufacturing infrastructure © 2026 Laurus Labs Ltd. Q2 & H1 -FY27 Results Presentation 29/10/2026 Laurus Peptide CDMO platform and focus on continued capacity expansion Laurus Labs captures entire Value Chain Pre-Clinical Clinical supplies (Phase I, II and III) Commercial API supplies • Linear, cyclic & modified peptides with >16,000 L of Solid Phase Peptide Synthesis cGMP Pilot facility operational Total Reactor Volume with synthesizers up to 2000L (SPPS) • Significant capacity under further expansion Large-scale peptide manufacturing e block operational n Liquid Phase Peptide Synthesis h • Several large scale manufacturing lines operational e (LPPS) g Peptide team FDA and EU ir u with >250 inspected c a Bio-Ligation • In-house enzyme manufacturing Scientists facilities o le Purification • Multiple DAC systems up to 1200mm dia • Multiple Lyophilizers up to 45 sq. m area Isolation • Various types and capacities of Spray drying SPPS production suite, Vizag Advancing end-to-end Peptide capabilities – Resins, amino acid derivatives, SPPS/LPPS/Purification/Isolation © 2026 Laurus Labs Ltd. Q2 & H1 -FY27 Results Presentation 29/10/2026 7 Advancing Key CAPEX projects across portfolio and technologies H1 CAPEX : ₹864 Cr FY22-27* CAPEX : ₹5180+ Cr (20% of Revenue) (16% of Revenue) • >85% of Growth CAPEX planned into diversified portfolio with high-growth projects in API, Formulations, Peptides, Fermentation, Gene Therapy and ADCs By Portfolio • Healthy order book, strong internal pipeline, and key customer commitments • H1 CAPEX at ₹ 864 Cr; 20% of Revenue ATR progress (FY21-27*) 6-Yr average 1.1x [Showing first 8,000 characters — download PDF for full document]