Laurus Labs Ltd

Meeting Details

• Date and time: October 29, 2026 at 5:00 pm IST
• Type and mode: group virtual conference call
• Event: Laurus Labs Q2 & H1 FY27 Results Conference Call, hosted by DAM Capital Advisors

Participants

• Investor Relations and Media Relations teams

Purpose

• Discuss Q2 and H1 FY27 results with interactive Q&A

Additional Notes

• No recording or presentation availability information provided.

Meeting Details

• Board meeting date: October 29, 2026 (time/location not disclosed)

Key Agenda Items

• Consider and approve unaudited financial results for Q2 and H1 ended September 30, 2026.
• Consider interim dividend for FY 2026-27 and fixation of record date to determine eligibility, if approved.

Other Notes

• Trading window closed Oct 1–31, 2026; previously intimated on Sept 25, 2026.

Laurus Labs Ltd: Trading window closed from Oct 01, 2026 until 48 hours after unaudited results for quarter and half-year ending Sep 30, 2026

Laurus Labs Limited: Trading window closed from October 01, 2026 till expiry of 48 hours after the declaration of unaudited financial results for the quarter and half-year ending September 30, 2026

Business Overview

• Integrated CDMO/CMO platform spanning small molecules, FDF, peptides, and biotech.
• Two core divisions: ARV-focused API/FDF and Affordable Medicines.

Key Operational Highlights

• 1Q FY27 revenue ₹2,026 Cr, up 29% YoY.
• EBITDA ₹644 Cr, margin 31.8%.
• Gross margin 62.7%, up 330 bps YoY.
• R&D spend ₹118 Cr, 5.8% of revenue.
• Capex at 19% of revenue in Q1 FY27; CAPEX target >₹3,000 Cr FY27-28.
• KRKA JV FDF site progress; Phase I mid-2027.

Financial Performance

• FY2026 revenue ₹6,813 Cr.
• 1Q FY27 net profit ₹368 Cr; EPS ₹6.8.
• 1Q FY27 revenue growth: YoY 29%, QoQ 12%.
• R&D spend ₹118 Cr; 5.8% of revenue.
• Gross margin 62.7%; EBITDA margin 31.8%.

Capital Allocation & Outlook

• Cumulative Capex guidance: >₹3,000 Cr over FY27-28.
• Capex intensity: 19% of revenue in Q1 FY27.
• Priorities: capacity expansion, pipeline execution, and integrated projects.
• CAPEX driven growth across API, formulations, peptides, fermentation, and biotech.

Meeting Details

• Dates: September 22–24, 2026; times not disclosed.
• Event: Goldman Sachs Global Healthcare CDMO Day in Singapore.
• Interaction: In-person meetings, including one-on-one and group sessions.
• Purpose: Analyst and institutional investor meeting schedule.

Meeting Details

• Date: September 17, 2026; Organizer: ICICI Securities.
• Place: Hyderabad; Interaction: In-person, group investor meeting.
• Mode: In-Person; Type: Group investor meeting.

Participants

• Company participant: Company Secretary & Compliance Officer.

Purpose

• Purpose: Schedule/intimation for Analyst / Institutional Investor meeting.
• Event organizer: ICICI Securities.

Additional Notes

• Note: Date subject to change.
• No Unpublished Price Sensitive Information will be shared.

Meeting Details

• Date: September 7, 2026; in-person group investor meeting in Hyderabad.
• Event: Antique Pharma Investor Day.
• Type/Mode: In-person group meeting.
• Participants: Laurus Labs to participate; no specific management names disclosed.
• Purpose: Investor conference participation.

Meeting Details

• Date: August 19, 2026; Motilal Oswal 22nd Annual Global Investor Conference, Mumbai; in-person one-on-one and group meetings.