Laurus Labs Ltd. · NSE:LAURUSLABS
Laurus Labs — Q2 FY2027 Earnings Presentation
26 slides from Laurus Labs's earnings presentation, Oct 29, 2026
Slide 1: Stock exchange cover letter for investors presentation
October 29, 2026 To To The Corporate Relations Department The Listing Department BSE Limited National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Code: 540222 Code: LAURUSLABS Dear Sir / Ma
Slide 2: Q2 & H1-FY 2027 Financial Results
Q2 & H1-FY 2027 Financial 20 Years Results logo 29/10/2026 © 2026 Laurus Labs Ltd.
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments and economic performance. W
Slide 4: Agenda
Agenda 1 Q2 & H1 - FY 2027 Corporate Overview 2 Q2 & H1 - FY 2027 Financial Overview 3 Q2 & H1 - FY 2027 Business Review & Strategy © 2026 Laurus Labs Ltd. Q2 & H1 - FY27 Results Presentation 29/10/2026 3
Slide 5: Corporate Overview
1 Corporate Overview Q2 & H1 FY 2027 4
Slide 6: Executive Summary
Executive Summary • Strong H1 performance ; ₹ 4,233 Cr Revenue with 31% growth • Sustained strong growth in CDMO revenue driven by commercial supplies and steady momentum in Affordable Medicines division • ₹ 1,406 Cr EBITDA with margins of 33.2%, increased by 7.8% pts, contributed by higher CDMO rev
Slide 7: Strengthen CDMO expertise – Proposed Acquisition Overview
Strengthen CDMO expertise – Proposed Acquisition Overview Montreal, Canada Hyderabad, India Expanding CDMO offering in high growth Enhance Supply chain security and Peptides Oligonucleotide modality manufacturing competitiveness • Definitive agreement to acquire 60% stake in Market size • Proposed t
Slide 8: Peptide Development & Manufacturing Technologies
Laurus Peptide CDMO platform and focus on continued capacity expansion Laurus Labs captures entire Value Chain Pre-Clinical Clinical supplies (Phase I, II and III) Commercial API supplies • Linear, cyclic & modified peptides with >16,000 L of cGMP Pilot facility operational Solid Phase Peptide Synth
Slide 9: Advancing Key CAPEX projects across portfolio and technologies
Advancing Key CAPEX projects across portfolio and technologies H1 CAPEX : ₹864 Cr FY22-27* CAPEX : ₹5180+ Cr (20% of Revenue) (16% of Revenue) • >85% of Growth CAPEX planned into diversified portfolio with high-growth 8% 16% projects in API, Formulations, Peptides, Fermentation, Gene Therapy and ADC
Slide 10: Key Growth investment projects – Enhancing broadest capability offering
Key Growth investment projects – Enhancing broadest capability offering 1 2 3 4 Large-scale Peptides API Large-scale API facility Enzyme Fermentation plant Commercial Gene & ADC manufacturing Unit -7 boosting biocatalysis capacity platform with fill-finish • SPPS, LPPS and hybrid • Multiple API bloc
Slide 11: Strengthening Development & Manufacturing Capabilities to meet Customer demand
Strengthening Development & Manufacturing Capabilities to meet Customer demand Small Molecules API & FDF R&D Fermentation CGT & ADC Unit 1 & 3, Vizag +3650 kL Unit 6, Vizag 1478 kL R&D 1 & Kilo lab, Hyderabad LB-1 & LB-2, Bangalore CAR-T unit-1, Mumbai +240 kL +600 treatment Unit 5, Vizag 161 kL Uni
Slide 12: Consistent ESG recognition and Advancing initiatives against SBTi targets
Consistent ESG recognition and Advancing initiatives against SBTi targets Scope 1 + 2 Scope 3 • Investments >50% electricity from renewable source (Wind+Solar) by 2031 via PPA for all SBTi roadmap Target Target sites towards GHG -42% -51.6% • Making progress on SBTi near term GHG reduction emission
Slide 13: Financial Overview
2 Financial Overview Q2 & H1 FY 2027 12
Slide 14: 1H FY27: Sustained strong performance
1H FY27: Sustained strong performance 1H FY27 Financial Summary Comments [₹ Crore] 1H FY27 1H FY26 Y-o-Y • Revenue : ₹ 4,233 Cr, increased 31% driven by CDMO momentum and healthy growth in Affordable Medicines business Revenue 4,233 3,223 31% • Gross Margins : 62.9%, increased by 330 bps on better d
Slide 15: 1H FY27: Accelerating CDMO execution, supported by AM growth
1H FY27: Accelerating CDMO execution, supported by AM growth 1H FY27 Divisional Revenue Performance 1H FY27 Divisional Mix [₹ Crore] 1H FY27 1H FY26 Y-o-Y CDMO 1,774 1,040 71% 28% Small molecules 1,710 964 77% Affordable Bio 64 76 -16% 40% Medicines Affordable Medicines 58% ₹ 4,233 Cr CDMO 42% 2,459
Slide 16: 2Q FY27: Maintaining record momentum across Revenue, EBITDA and Profits
2Q FY27: Maintaining record momentum across Revenue, EBITDA and Profits 2Q FY27 Financial Summary Comments [₹ Crore] 1Q FY27 2Q FY27 2Q FY26 Y-o-Y Q-o-Q • Revenue : ₹ 2,206 Cr, increased 33% primarily driven by robust CDMO growth supported by sustained Affordable Medicine business (led by FDF) Reven
Slide 17: 2Q FY27: Driven by Solid CDMO performance
2Q FY27: Driven by Solid CDMO performance 2Q FY27 Divisional Revenue Performance 2Q FY27 Divisional Mix [₹ Crore] 1Q FY27 2Q FY27 2Q FY26 Y-o-Y Q-o-Q CDMO 870 904 518 75% 4% Small molecules 835 875 471 86% 5% 31% Affordable Bio 35 29 47 -38% -17% 40% Medicines Affordable 59% ₹ 2,206 Cr CDMO 41% 1,15
Slide 18: Quarterly Performance Summary: Sustained growth momentum
Quarterly Performance Summary: Sustained growth momentum EBITDA & Gross Profit Margins Revenue [₹ Cr] 1100 [₹ Cr] 62.7% 63.0% GPM 1000 59.4% 59.9% 60.9% 61.4% 60.0% 56.9% 54.5% 2,206 34.5% 900 31.8% 50.0% OPM 2,026 800 28.9% 1,720 1,778 1,812 700 27.7% 27.3% 40.0% 1,570 1,653 26.0% 24.8% 600 1,415 2
Slide 19: Business Review & Strategy
3 Business Review & Strategy Q2 & H1 FY 2027 18
Slide 20: CDMO – Small molecules: Continuous growth and Accelerating capacities
CDMO – Small molecules: Continuous growth and Accelerating capacities Revenue Growth Comments [₹ Cr] Y-o-Y ▲ 86% • Robust business model driving rapid growth; H1 increased +77%, +77% Q-o-Q ▲ 5% anchored by advancing late-stage clinical projects, commercial API supplies and ramp-up of new assets 1710
Slide 21: Bio – Underlying pipeline progress remain strong
Bio – Underlying pipeline progress remain strong Revenue Growth Comments [₹ Cr] Y-o-Y ▼ 38% • Y/Y variation is due to campaign phasing; however, underlying Q-o-Q ▼ 17% pipeline momentum remain strong 76 • Increasing longer term strategic relationships with major 64 65 customers across AOF/CDMO to an
Slide 22: Affordable Medicines – Steady progress
Affordable Medicines – Steady progress Revenue Growth Comments [₹ Cr] Y-o-Y ▲ 15% +13% • Over 13% growth, underpin by continued order uptick, Q-o-Q ▲ 13% consistent volume and pricing resilience across broader ARV 2459 and US portfolio 2183 • Continued resourcing in line with market needs. Potential
Slide 23: Advanced Biologics – Key Updates
Advanced Biologics – Key Updates • Commissioning and operational readiness of GMP Facility under construction – manufacturing facility on track with focus on integrated Qualification expected by end 2027 offering (PD, Conjugation and Fill-finish capabilities) • Expanding CDMO opportunities for futur
Slide 24: Highest standard of Quality & Compliance - One Quality for all Markets
Highest standard of Quality & Compliance - Commitment to “One Quality for all Markets” Last US FDA inspection 54 Successful Inspections by major Key Facilities Key Regulatory Certifications Date # audits (since inception) EIR Status Regulators (US FDA, WHO, EU EMA, and Japan PMDA) Kilo Lab – USFDA,
Slide 25: Earnings call details
Earnings call details Laurus Labs Results Conference Call to be held on Thursday, 29 October 2026 at 5:00 PM IST Dial – In – Details Universal Dial-In +91 22 6280 1384 Click below to Express Join with India Local access Number +91 22 7115 8285 Diamond Pass Singapore +800 1012045 Click here to regist
Slide 26: Additional Information
Additional Information Laurus Labs is a research-driven pharmaceutical and biotechnology company committed to improving global health. It holds a leadership position in developing and manufacturing select Active Pharmaceutical Ingredients (APIs) and Finished Dosage Forms (FDF) across anti-retroviral