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LAURUSLABS

983.15+0.79%

Market Cap
₹51,526.29 Cr
Stock P/E
75.34
ROCE
10.16%
ROE
8.30%
Book Value
₹89.02

Financials

YoY Net Sales
EPS Growth
Operating Margin

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No Recent News

No recent news available for this stock.

Shareholding

Holdings
Distribution
Promoter
Foreign Investors
Domestic Investors
Public

From Last Concall

POSITIVES
  • Strong Q1 revenue growth supported by robust CDMO demand, with revenue up 31% YoY to INR1,570 crores.
  • Margin expansion driven by mix and efficiency, with gross margin at ~59% and EBITDA around 25%.
NEGATIVES
  • ARV pricing headwinds could limit full-year ARV growth despite quarterly strength.
  • Gross margin uplift is largely from non-ARV, raising questions about sustainability if CDMO mix shifts.

Peers Summary

Sector Leader

Laurus Labs Ltd. shows moderate growth and profitability compared to its peers in the Pharmaceuticals & Drugs sector. While it has low profitability metrics like ROE and margins, it does exhibit a reasonable debt-to-equity ratio. However, several peers outperform it significantly in terms of profitability and efficiency, indicating room for improvement. Mankind Pharma and Dr. Reddy's Laboratories emerge as leaders in growth and profitability, while companies like Divi's Laboratories and Cipla represent strong value opportunities due to their low PE ratios and solid financial health.

Key Points
  • Laurus Labs has moderate revenue growth and low profitability metrics compared to peers.
  • Mankind Pharma and Dr. Reddy's Laboratories lead in profitability and growth.
  • Divi's Laboratories and Cipla are strong value picks with low PE ratios.
Top Performers
Mankind Pharma Ltd.

Highest revenue growth YoY (18.12%) and strong profitability metrics.

Dr. Reddy's Laboratories Ltd.

Strong profitability with high ROE (21.76%) and a low PE ratio (15.50).

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"Information provided is for educational purposes only and not financial advice.