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Laurus Labs Q3 FY26 Revenue Up 26% to ₹1,778 Cr; EBITDA Margins Expand to 27%
Laurus Labs reported a strong Q3 FY26 with revenue growing 26% YoY to ₹1,778 crores, driven by a 37% surge in the generics division. Profitability showed significant improvement as EBITDA margins expanded to 27% and PAT for the 9-month period jumped 388% to ₹610 crores. The company is aggressively investing in high-growth areas like peptides and ADCs, with a planned CAPEX of ₹1,000 crores for both FY26 and FY27. Management maintains a healthy balance sheet with a net debt-to-EBITDA ratio of 1.2x.
Key Highlights
Q3 FY26 Revenue grew 26% YoY to ₹1,778 crores with Gross Margins expanding to 60.9%
Generics division revenue rose 37% to ₹1,327 crores, fueled by ARV volumes and new launches
CDMO segment recorded over 50% growth in the 9-month period, despite a phased Q3 performance of ₹408 crores
Planned CAPEX of ₹1,000 crores for FY26 and FY27 to scale peptide and ADC capabilities
9-month PAT surged 388% YoY to ₹610 crores, with ROCE improving to 18.5%
💼 Action for Investors
Investors should view the margin expansion and strong CDMO growth as positive indicators of a structural shift in the business mix. Monitor the execution of the new fermentation and ADC facilities for long-term value creation.