Laurus Labs Q2 FY26 Earnings Conference Call Transcript
Laurus Labs' Q2 FY26 revenues reached ₹1,653 crore, with CDMO at ₹471 crore. EBITDA margins expanded to 26%. The company plans a ₹4,800 crore investment in Vizag and anticipates ARV sales around ₹2,500 crore.
The results indicate stable growth and future investments, which could have a moderate positive impact on the company's prospects.
The announcement discusses positive financial results, including revenue growth and margin expansion. Future investments and expansions are also mentioned.
* Laurus Labs hosted a conference call on October 23, 2025, regarding the Q2 FY26 results. * Revenues for Q2 FY26 were ₹1,653 crore, with EBITDA margins expanding to 26%. * CDMO sales for Q2 FY26 stood at ₹471 crore, and ₹964 crore for H1 FY26, reflecting an 88% growth. * Phase 1 capacity of the commercial-scale fermentation facility in Vizag is expected to be ready by the end of 2026. * The generic division reported a 28% growth to ₹1,135 crore, supported by ARV volume growth. * The company spent 4.3% of sales on R&D, including cell and gene therapy. * Laurus Labs underwent approximately 65 quality audits in H1 FY26 without any critical findings. * Net debt stood at ₹2,100 crore, with debt to EBITDA at around 1.3x. * Dr. Satyanarayana Chava mentioned that the company received allotment of 532 acres from the government of Andhra Pradesh in Vizag and plans to invest around $600 million (₹4,800 crore) over 8 years to create a world-class pharmaceutical manufacturing complex. * The company invested in an ADC technology platform company with payload and site-specific linker technologies. * The company expects ARV sales to be around ₹2,500 crore, plus or minus a couple of hundred crore.
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