Laurus Labs Limited
4,824words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
₹5,554
55.4%
10%
3.7%
5%
₹1,720
19%
₹1,115
₹659
2.3x
20.1%
Guidance — 12 items
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 6 CDMO market – Maintaining high market momentum Small molecule CDMO market is structurally growing due to increase in outsourcing $80bn Global SM CDMO demand expected to grow >7% CAGR from 2023-28 vs.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 7 FY 2025 – Outlook delivered Outlook Delivered Revenue Growth year with H2 better than H1 H1: 1% H2: 19% +10% EBITDA margin Around 20% levels H1: 14.6% H2: 24.3% +20.1% © 2025 Laurus Labs Ltd.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 10 Continuing organic investment to support long term growth • • • • Groundbreaking of microbial fermentation facility (Vizag) expected by June 2025 CDMO capacity expansion completed across multiple sites in 2025 along w/new CDMO R&D, AH MB-3 & Bio pilot facility.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 13 Others *, 62Others *, 30Others *, 7EMA, 1EMA, 1PMDA, 8PMDA, 7PMDA, 2TGA, 2WHO, 15WHO, 7WHO, 1FDA, 27FDA, 8FDA, 41155314Since Inc (2008+)FY21-25FY25 R&D platform : Advancing Sustainable technology and Capability extension Significant Updates >75 R&D project* supported in FY25 40% Increase in projects on Bio-catalysis platform 30% Increase in Continuous Flow Reaction projects • • • • Solidifying position on Flow/Bio-catalysis platform.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 18 25%3%44%28%CDMO - Small moleculesBioGeneric APIGeneric FDF FY 2025: Financial Position FY25 Balance sheet [₹ Crore] FY25 FY24 Y-o-Y Increase in net fixed assets Net Fixed assets (incl.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 24 9221374236214299400461FY24FY254QFY241QFY252QFY253QFY254QFY25 CDMO – Small molecules additional updates • Several RFPs received and multiple contract negotiations ongoing covering complex chemistries, biocatalysis, flow chemistry, peptides etc.”
EBITDA margin
opening
“• CDMO pipeline continues to expand with shift towards increased Big pharma providing support for long term growth Successfully commenced operations at New R&D in Nov 2024 located in Genome Valley, Hyderabad To enhance clinical project reserves >110 Active pipeline projects >90 Human health projects (over 15 commercial incl.”
EBITDA margin
opening
“FY25 Results Presentation 24/04/2025 26 1601602943404829FY24FY254QFY241QFY252QFY253QFY254QFY25 GENERICS – Impacted by soft API business, focus on differentiated portfolio Revenue Growth [₹ Cr] +2% Comments Y-o-Y ▲ 5% Q-o-Q ▲ 27% • Continued strong Q/Q growth ARV & DM led.”
EBITDA margin
opening
“FDF manufacturing lines expansion on track – coming online by Dec-25 • Increased R&D resourcing planned in 2026 to enhance product pipeline + positive order booking converting to sales driving growth • Recent US launches picking up pace following new contracting, closely monitoring US tariff situation • DMF filings: 7 filed in FY25.”
EBITDA margin
opening
“Cumulatively, 90 filed till date • Developed market FDF filings: 7 dossiers filed and 6 approvals received in FY25.”
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Speaking time
2
Opening remarks
EBITDA margin
27.7% (+9.7%) © 2025 Laurus Labs Ltd. FY25 Results Presentation 24/04/2025 5 Accelerated excellence in a year of transformative progress Transform Commercial potential Elevate R&D engine Healthy Financial execution Securing ESG • Working in late phase & Commercial phase projects • Reinforcing ties with Big pharma customers • Eight Roads invest in Bio to build fermentation capacity • Successful regulatory audits • KRKA CMO deal, Manufacturing capability expansion • CDMO focused new R&D facility operational leveraging advance PD capabilities for hybrid solutions • Expanding application of cutting edge technology at scale; biocatalysis, flow chemistry, continuous hydrogenation • Established commercial scale Peptide Synthesis capability • New leadership hired to lead initiatives on Gene technology antibody Conjugates platforms • Expanded margins both at Gross and EBITDA levels • Capital deployments focused towards high return CMO/CDMO segments • Net Debt stood at Rs.2,594 Cr • • Inclusion
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