Founded in 2005, Laurus Labs is a research-driven pharmaceutical and biotechnology company having a global leadership position in select Active Pharmaceutical Ingredients (APIs) including anti-retroviral, oncology drugs (incl High Potent APIs), Cardiovascular, and Gastro therapeutics. They also offer integrated CMO and CDMO services to Global Innovators from Clinical phase drug development to commercial manufacturing. Laurus employs 6500+ people, including around 1050+ scientists at more than 11 facilities approved by global agencies USFDA, WHO-Geneva, Japan-PDMA, UK-MHRA, EMA, TGA etc.
Q3 FY26 Earnings Results
Laurus Labs delivered stellar Q3 FY26 results with 26% revenue growth and 174% net profit surge, driven by robust generics demand and operational leverage.
- Revenue from Operations: ₹1,778 crore, up 26% YoY from ₹1,415 crore; up 7.5% QoQ from ₹1,654 crore.
- EBITDA: ₹485 crore, up 70% YoY from ₹285 crore; EBITDA margin 27.3%.
- Profit Before Tax (PBT): ₹353 crore (implied), up significantly YoY.
- Profit After Tax (PAT): ₹252 crore, up 174% YoY from ₹92 crore; up 30% QoQ from ₹194 crore.
- EPS: ₹4.67, up significantly YoY.
- Segments:
- Generics: ₹1,327 crore (up 37% YoY).
- CDMO Small Molecules: ₹408 crore (up 2% YoY).
- 9M FY26: Revenue ₹5,001 crore (up 30% YoY); EBITDA ₹1,303 crore (up 104% YoY); PAT ₹608 crore (up 5x YoY); EBITDA margin 26.1%.
Management Commentary & Strategic Decisions – Q3 FY26
“We delivered another quarter of strong operational and financial performance, based on strong Generic business and continued demand upside in CDMO small molecule offerings.” – V V Ravi Kumar, ED & CFO.
- Gross Margin: 60.1% (up 430 bps YoY).
- Net Debt Leverage: 1.2x EBITDA (improved).
- Outlook: Continued investments in high-value opportunities to drive growth.
Q2 FY26 Earnings Results
- Revenue from Operations: ₹1,653 crore, up 35% YoY from ₹1,224 crore; up 35% QoQ.
- EBITDA: ₹429 crore, up 136% YoY from ₹182 crore; margin 26% (up 1,110 bps YoY).
- Profit After Tax (PAT): ₹195 crore (up 875% YoY); EPS ₹3.61.
- H1 FY26: Revenue ₹3,223 crore (up 35% YoY).
Management Commentary & Strategic Directions – Q2 FY26
Strong growth from CDMO (up 53% YoY to ₹518 crore) and generics (up 28%); interim dividend ₹0.80/share declared.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.