LAURUSLABS Laurus Labs Q2 FY26 results (Jul–Sep 2025) and concall
Laurus Labs delivered a robust Q2 FY26, with strong revenue growth and significant margin expansion, primarily driven by its CDMO and ARV businesses. The company continues its aggressive capital expenditure, including a new $600 million manufacturing complex in Vizag and investments in new modalities like ADC and fermentation. While these investments are currently impacting ROCE, management anticipates improved returns and operating leverage as capacities are utilized and the product mix shifts towards higher-margin CDMO, with a target to improve return ratios closer to 25% in the next two yea
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What they filed
Q2 FY26: revenue up 32.2%, net profit up 414.3% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 1,185 | 1,265 | 1,650 | 1,433 | 1,567 +32% |
| EBITDA | 182 | 206 | 395 | 327 | 390 +114% |
| Net profit | 42 | 57 | 252 | 158 | 216 +414% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
