Laurus Labs Ltd (LAURUSLABS) Q4FY26 Management Mirror - Mar-2026 Qtr
Revenue & Segment Outlook
Management expects positive CDMO growth and anticipates the segment will reach 50% of total sales by Mar'30, while upgrading ARV absolute revenue expectations sequentially from INR 2,500 crores in the Sep'25 Qtr to INR 2,600 crores in the Dec'25 Qtr, and finally to a stable INR 2,800 crores in the Mar'26 Qtr despite its relative share declining. Non-ARV formulations are slated for continued momentum into the next fiscal year, and Laurus Bio revenues are expected to remain stagnant until the new Vizag facility commercializes by Dec'26, an outlook held consistent since the Sep'25 Qtr. [Status: Upgraded]
3 more themes on the ELITE plan.