Laurus Labs
Logotype for Laurus Labs Ltd

Laurus Labs (LAURUSLABS) investor relations material

Laurus Labs Q4 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Laurus Labs Ltd
Q4 25/26 earnings summary30 Apr, 2026

Executive summary

  • Achieved record revenues of ₹6,813 crore in FY26, up 23% year-over-year, with strong growth in both CDMO and Affordable Medicines divisions and continued global leadership in ARV therapy, servicing one-third of the global HIV population.

  • EBITDA rose 64% to ₹1,826 crore, with margins improving to 26.8% due to favorable product mix and operational leverage.

  • Net profit surged 148% to ₹890.14 crore, and ROCE improved to 17.7% from 9.7% last year.

  • Transformation of the business portfolio underway, with increasing contribution from CDMO and diversification beyond ARV.

  • Audited consolidated and standalone financial results for the year ended March 31, 2026, were approved with an unmodified audit opinion from Deloitte Haskins & Sells LLP.

Financial highlights

  • FY26 consolidated revenue reached ₹6,813 crore, up 23% year-over-year; Q4 revenue at ₹1,812 crore, up 5%.

  • Gross margin for the year at 60.4%, Q4 at 61.4%; EBITDA margin expanded to 26.8% for the year and 28.9% for Q4.

  • Profit after tax for FY26 was ₹890.14 crore, up 148% year-over-year; Q4 PAT at ₹282.09 crore.

  • ROCE improved to 17.7% from 9.7% last year.

  • Basic and diluted EPS (consolidated) for FY26 were ₹16.47 and ₹16.45, respectively.

Outlook and guidance

  • Confident in maintaining or improving current EBITDA margins in FY27, with ongoing investments in large-scale manufacturing, gene therapy, and ADC platforms.

  • CDMO segment expected to continue positive growth, with no significant product concentration risk.

  • ARV revenue expected to remain constant in absolute terms, but its percentage of total revenue will decline as other segments grow.

  • CapEx guidance increased to ₹3,000 crore over the next two years to support growth; new 532-acre Vizag site to enhance global scale, with $600mn capex planned over 8 years starting FY27.

  • Composite Scheme of Arrangement for demerger and amalgamation involving Laurus Synthesis Private Limited is pending regulatory approval.

NCLT status of the Laurus Synthesis demerger
Expense increase from new Labour Code compliance
Capital contribution details for KRKA Pharma JV
Debt outlook for INR 3,000 cr CapEx guidance
EBITDA impact of 3 commercial CDMO APIs
Vizag Bio and peptide capacity strategy
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Laurus Labs earnings date

Logotype for Laurus Labs Ltd
Q1 26/2724 Jul, 2026
Laurus Labs
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Laurus Labs earnings date

Logotype for Laurus Labs Ltd
Q1 26/2724 Jul, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage