Laurus Labs Q1FY26 Consolidated PAT Jumps 13x YoY to ₹161.68 Cr on Strong Revenue Growth

Hyderabad, July 25, 2025 — Laurus Labs Ltd (NSE: LAURUSLABS, BSE: 540222) delivered a significant turnaround in Q1 FY26, with consolidated net profit soaring to ₹161.68 crore, reflecting a more than 13-fold increase compared to ₹12.68 crore in Q1 FY25. This stellar growth was fueled by strong topline momentum—quarterly revenues jumped approximately 31% YoY to ₹1,569 crore—alongside disciplined cost control across key expense lines.

The company’s margins also improved significantly—EBITDA rose to ₹382 crore with a margin expansion to 24.3%, up from around 14% in the preceding quarter, indicating operational efficiency gains and better product mix in its CDMO and FDF segments.

The turnaround reflects Laurus Labs’ successful shift toward higher-margin finished dosage formulations and contract development & manufacturing—a strategy backed by new pipeline projects and rising export exposure to regulated markets.

Financial Highlights

Consolidated

In Q1FY26, Laurus Labs Ltd reported a robust performance with revenue from operations at ₹1,569.57 crore, marking a 31.3% increase year-on-year (YoY), though it declined 8.7% quarter-on-quarter (QoQ) from ₹1,720.30 crore in Q4FY25. The company’s total income stood at ₹1,580 crore, up 31.9% YoY, but down 11.2% QoQ.

Profit before tax (PBT) surged significantly to ₹224.22 crore in Q1FY26, compared to ₹18.46 crore in Q1FY25—an increase of 1,115.1% YoY—although it dropped 28.2% from ₹312.34 crore in the previous quarter. Net profit after minority interest soared to ₹161.68 crore, a 1,174.8% jump YoY, despite a 30.5% QoQ decline from ₹232.77 crore.

The company also posted a sharp rise in earnings per share (EPS), which came in at ₹3.02 (basic and diluted), compared to ₹0.23 in Q1FY25—translating to a 1,213% YoY increase. However, this was a decline of 30.4% QoQ from ₹4.34 in the March quarter.

Standalone

In Q1FY26, Laurus Labs reported revenue from operations of ₹1,432.75 crore, marking a strong 28.2% increase compared to ₹1,116.93 crore in Q1FY25. The company’s net profit surged to ₹157.94 crore, up a remarkable 448.8% from ₹28.78 crore in the same quarter last year. Earnings per share (EPS) also rose sharply to ₹2.93 (basic and diluted); compared to ₹0.53 in Q1FY25, reflecting a 452.8% year-on-year growth.

Stock Performance

As of 3:30 PM IST on July 25, Laurus Labs’ stock was trading at ₹839.90, up ₹3.40 or 0.41% for the day. The stock opened at ₹839.10, touched an intraday high of ₹846.00, and dipped to a low of ₹825.05.

Segment Overview & Key Developments

Laurus Labs, operating solely in the Pharmaceuticals segment, saw strong growth driven by higher formulation exports and API sales, particularly in its CDMO and FDF businesses. Despite a modest rise in employee and operational expenses, the company expanded its margins, with EBITDA margin reaching nearly 20% and gross margin holding at around 54.5–55%. Finance costs rose slightly to ₹51.5 crore but remained manageable, while a deferred tax expense of ₹3.12 crore marked a turnaround from last year. Laurus is set for further growth with upcoming capacity expansions in packaging and tertiary formulations.

Investment & JV Update

• Laurus infused ₹40 crore into Laurus Bio Private Limited, reaffirming its biotech ambitions.

• The company also holds a 49% stake in KRKA Pharma Pvt Ltd, its joint venture with the European pharma major.
• A new associate, Kurnool Renewables Pvt Ltd, was added to Laurus’ portfolio effective May 12, 2025

Management Commentary

Dr. Satyanarayana Chava, Whole-Time Director & CEO, stated: “Our strong recovery in Q1FY26 is a reflection of our focused execution and the gradual normalization of demand in key therapeutic areas. With continued investments in biologics and specialty APIs, Laurus is positioning itself for long-term value creation.”

Strategic Outlook

The company expects continued momentum across its generic formulations and CDMO segments, while investments in biologics and green chemistry remain a key strategic pillar. With improving operating metrics and a streamlined cost base, Laurus aims to sustain profitability and growth across global markets.

About Laurus Labs

Laurus Labs is a Hyderabad‑based pharmaceutical and biotechnology company founded in 2005, focused on active pharmaceutical ingredients (APIs), finished dosage formulations (FDF), CDMO (contract development & manufacturing), biotechnology, and speciality chemicals. The company supports global markets through its integrated processes, serving segments like antiretroviral, oncology, cardiovascular, and antidiabetic therapies.

REF:https://nsearchives.nseindia.com/corporate/LAURUSLABS_25072025150442_Outcome25072025.pdf

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