NSE: LAURUSLABS · BSE: 540222 · ISIN INE947Q01028
Laurus Labs Limited stock analysis
Laurus Labs Limited ranks #621 in the TickerSutra evidence-ranked universe with a score of 62/100 and 95% data confidence. The latest captured fundamentals show ROCE of 17.8%, quarterly sales growth of 29.1% and quarterly profit growth of 125.5%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 0.91×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
Risks and constraints
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹4,936cr | ₹1,424cr | ₹832cr | 29.0% |
| 2023 | ₹6,041cr | ₹1,592cr | ₹793cr | 26.0% |
| 2024 | ₹5,041cr | ₹779cr | ₹162cr | 15.0% |
| 2025 | ₹5,554cr | ₹1,055cr | ₹358cr | 19.0% |
| 2026 | ₹6,813cr | ₹1,785cr | ₹890cr | 26.0% |
| TTM | ₹7,270cr | ₹2,034cr | ₹1,091cr | 28.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Laurus Labs Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineInvestor PresentationNSE · 18 Sept 2026Laurus Labs Limited has informed the Exchange about Investor Presentation
RoutineLaurus Labs Ltd - 540222 - Announcement under Regulation 30 (LODR)-Investor PresentationBSE · 18 Sept 2026Please see attached enclosure.
RoutineAnalyst/Investor Meet Para A-XBRLBSE · 10 Sept 2026LAURUS LABS LIMITED has informed the Exchange about Schedule of Analysts or Institutional Investors Meet
MANAGEMENT COMMENTARY
Signals from filed documents
Gross margins were also very healthy and maintained around 62.7% and EBITDA margins further expanded over previous quarter by 7 percentage points to 31.8%. Our product mix within the business divisions operating leverage continued to do well, supporting healthy margins overall. We also achieved several milestones in our operations.
Our Affordable Medicine division delivered a strong quarter 1 performance with revenue reaching to INR1,156 crores, w hich is an increase of 10% year -on-year. Our growth Laurus Labs Limited July 24, 2026 Page 4 of 17 was driven by higher volumes across our established portfolio, including ARVs and onco where we continue to maintain our market leadership. Our recently launched products in the developed markets also s
But when compared to year - on-year, it is almost a little over 3% increase was there. We have seen some pressure on margins because of the global conflicts, but that margin pressure is not that significant to take a shelter that because of that margins have gone down. So we expect the similar margins we maintain for the coming quarters as well.
However, our gross margins have not improved and operating profits have improved. Further, raw material cost, if we consider that there may be some higher cost due to the Middle East or West Asia crisis. But in case of API, I think the prices reflect around 1 quarter after the raw material will be procured.
Our net debt stood at INR2,656 crores and debt -to-EBITDA is around 1.28 against 1.25 the last quarter on the back of strong internal cash flows. A slight increase in the debt is due to the capex plans. On the capital allocation part, our strategy remains unchanged, and we will continue to prioritize investment into high -value business segments to drive near and long -term growth and returns for our shareholders.
The establishment of a new office in South Africa further strengthens our commercial presence and positions us to capture the growing opportunities in this region. We continue to make a steady progress on regulatory filings. Our cumulative BMS filings now stand at 92.
Despite a dynamic external environment, our teams cont inue to proactively manage production, shipping and inventory to ensure uninterrupted customer deliveries and execution excellence. We are also accelerating product registrations across 3 emerging markets, building a stronger and more diversified growth pipeline. The establishment of a new office in South Africa further strengthens our commercial presence and pos
We do have some business in advanced intermediates in CDMO segment, but mostly it is API for us. This regulatory approval for your customer where the product offtake is sort of expected to scale up. This is for like the global market, regulated markets, emerging markets, if you could give some color to that?
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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