Laurus Labs (LAURUSLABS) — Announcement

📢 Key Event
Laurus Labs revised FY27 capex to INR2,000 crores amid strong Q1 growth and CDMO expansion plans

🔄 What Changed
Capex guidance increased from INR1,000 to INR2,000 crores for FY27

🔮 What's Next
Target of 50% CDMO revenue contribution by FY30; 3-4 year timeline for ADC revenue post-IND filing

💡 Investor Takeaway
Shareholders should note increased capex signals confidence in long-term CDMO growth but delays near-term cash flow visibility

Laurus Labs reported Q1 FY27 revenue of INR2,026 crores, up 29% YoY, with EBITDA margin expanding to 31.8% and PAT at INR368 crores. CDMO revenue grew 69% YoY to INR835 crores, driving 55% commercial contribution, while affordable medicines and bio segments showed steady growth. Management revised FY27 capex to INR2,000 crores from INR1,000 crores due to capacity expansion needs, targeting 50% CDMO revenue contribution by FY30. Operating cash flow remained undisclosed, but customer advances were nil. The company emphasized predictable CDMO streams, patented molecule dominance (70-90% of CDMO revenue), and long-term investments in ADCs and peptides, with revenue expected post-IND filing in 3-4 years. Capex plans include INR500 crores incremental spend across Human Health, Animal Health, and API/Intermediates, with total capex targeting INR1,500-2,000 crores. Export revenue accounts for 55-60% of total, and ROCE is expected to improve from 17.7% to 20% by FY28. The company highlighted stable ARV (1/3) vs non-ARV (2/3) mix targeting long-term sustainability, though no specific TAM or program-level financials were disclosed.

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About Laurus Labs Limited (LAURUSLABS)

Healthcare · Pharmaceuticals · Listed on NSE

Market Cap: ₹1,03,025.6 Cr P/E: 94.1 ROE: 20.6% ROCE: 20.8% Div Yield: 0.06%

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"How will the revised INR2,000 crores FY27 capex be allocated across CDMO, API, and bio segments?" "What specific milestones determine the 50% CDMO revenue target by FY30?" "When is the first ADC revenue expected post-IND filing, and what is the projected timeline?"

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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