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Geopolitical disruptions impacting raw material and logistics
View Risks →Laurus Labs Limited — Q4 FY26
Laurus Labs delivered a strong FY26 with revenue of ₹6,813 crore (+23% YoY) and EBITDA margin expansion of 670 bps to 26.8%, driven by a 38% surge in small molecule CDMO (₹1,896 crore) and 18% growth in affordable medicines (₹4,733 crore).
bullish
high
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Laurus Labs delivered a strong FY26 with revenue of ₹6,813 crore (+23% YoY) and EBITDA margin expansion of 670 bps to 26.8%, driven by a 38% surge in small molecule CDMO (₹1,896 crore) and 18% growth in affordable medicines (₹4,733 crore). PAT jumped 148% to ₹889 crore as gross margins improved to 60.4% on better mix and raw material softening. Management guided for continued CDMO growth, with capex of ₹3,000 crore over two years for capacity expansion (Unit 7, peptide, fermentation). However, geopolitical disruptions could pressure raw material availability and logistics, posing near-term headwinds for the generics business.
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CDMO Revenue (Small Molecule)
₹1,896 Cr
+38% YoY
Driven by late-stage pipeline programs and commercial NCE supplies.
ARV Revenue Share
41%
-26pp YoY
Declined from 67% six years ago as CDMO share rose to over 30%.
Formulation Capacity
12 Billion Units
+20% YoY
Capacity expanded in FY26; new CMO contract ramping up.
Net Debt/EBITDA
1.25x
-1.05x YoY
Improved from 2.3x last year on strong internal cash flows.
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Guidance and risk preview
Increased from earlier ₹1,000 crore annually; 90% towards mid/large-scale manufacturing.
Management noted increasing geopolitical tensions may pressure OTF performance in generics.
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