Stockrabit · Analysts
Questions across 2 calls

Dheeraj Kumar Reddy

AlphaSqr

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2026-01-23
Thanks for giving me this opportunity. I just have a couple of questions. The first question being, many CDMO players are talking about peptides as an opportunity today . Even Neuland or for Piramal etc. right they say that this is a $10 billion opportunity . Dr. Cha va I just wanted to understand what out of this $10 billion opportunity how much will probably come to India or is it only Indian opportunity and relevant players will get like what kind of market share out of this overall timing, you can just give me in a 3 year to 5 year timeframe maybe
Got it. And my second question , Dr. Chava is, basically so if you are saying that ARV will be more or less in the range of this 2,500 crores to 3,000 crores what is the expected growth in the API segment going forward API and the formulations like how will they grow in the next 2 years to 3 years
Laurus Labs Limited CC-Jan26.pdf · 2026-01-23
Thanks for giving me this opportunity. I just have a couple of questions. The first question being, many CDMO players are talking about peptides as an opportunity today . Even Neuland or for Piramal etc. right they say that this is a $10 billion opportunity . Dr. Cha va I just wanted to understand what out of this $10 billion opportunity how much will probably come to India or is it only Indian opportunity and relevant players will get like what kind of market share out of this overall timing, you can just give me in a 3 year to 5 year timeframe maybe
Got it. And my second question , Dr. Chava is, basically so if you are saying that ARV will be more or less in the range of this 2,500 crores to 3,000 crores what is the expected growth in the API segment going forward API and the formulations like how will they grow in the next 2 years to 3 years