Laurus Labs Q2 FY27 Earnings Call Transcript Released
Laurus Labs released its Q2 FY27 earnings call transcript. The company reported record revenues of ₹2,206 crores and EBITDA margins of 34.5%. Key developments include commissioning of a peptide manufacturing block and acquisitions in oligonucleotides and peptide resin technology. CDMO business grew 86% to ₹875 crores, and affordable medicines grew 15% to ₹1,302 crores.
The announcement contains details of strong financial results, strategic business expansions, and new technology acquisitions, which are material information for investors and analysts, significantly impacting the perception of the company's growth prospects.
The announcement is positive as it details strong financial performance, record revenues and profits, significant business growth in key segments like CDMO, and strategic investments in new technologies and acquisitions that position the company for future growth.
Laurus Labs Limited has announced the release of the transcript for their Q2 FY27 earnings conference call, which was hosted on October 29, 2026. The call featured management including Dr. Satyanarayana Chava (Founder and CEO), Mr. V. V. Ravi Kumar (Executive Director and CFO), and other key executives.
The management highlighted substantial progress across business segments, with a strong growth in the CDMO business and steady momentum in the affordable medicines portfolio. The company reported record revenues and profits for Q2 FY27, with total revenues reaching ₹2,206 crores and EBITDA margins expanding to 34.5%.
Key updates included the commissioning of a commercial-scale peptide manufacturing block and strategic investments in two technology platform companies: a majority stake acquisition in Canada-based Galenvs Sciences, specializing in oligonucleotides, and a majority stake acquisition in SI & C Resins, a peptide resin technology company. These moves are aimed at advancing the company's integrated scientific capabilities.
The CDMO business reported an 86% growth with sales of ₹875 crores in Q2 FY27. Laurus Bio division reported Q2 sales at ₹29 crores. Revenues from the affordable medicines portfolio stood at ₹1,302 crores in Q2, representing a 15% year-on-year growth.
Financial highlights for H1 FY27 include total income from operations at ₹4,233 crores (31% growth), EBITDA at ₹1,406 crores (33.2% margin), and profit after tax at ₹809 crores. ROCE improved to 22.5%. Capex for H1 was ₹864 crores, and net debt stood at ₹2,466 crores with a debt-to-EBITDA ratio of 1.02.
During the Q&A session, management discussed the trajectory of commercial revenue from peptide capacities, expected around the '29 timeframe. They also elaborated on the company's expanding technical capabilities in CDMO, including biocatalysis, flow chemistry, and peptide synthesis. The company reiterated its guidance of maintaining over 60% gross margin and over 30% EBITDA margin.
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Laurus Labs Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Laurus Labs Limited. Read the original for the full detail.