Stockrabit · Analysts
Questions across 17 calls

Jeevan Patwa

Sahasrar Capital

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-07-25
Sir, firstly, congratulations to the entire team for whatever hard work we have put in the last few years, I think that has started showing the results. I'm very happy for it. Only question I have is on the bio side. So on the food protein side. So we are basically about to set up a facility for 2 million liter and then 4 million liters. So on the food protein side, what is the progress, sir? Are we now started putting any work there? If orders have been placed for the reactor? Where are we in that?
Wonderful, sir. And second question I have is on the ImmunoACT. So how do you see the ramp- up in number of capacity, I understand it will come on stream by September. But in terms of the response from the market, I just wanted to understand your feedback on that. How is the response from the market? Are we also seeing foreign national trave lling to India to get this treatment done in India since the cost is much lower?
Laurus Labs Limited CC-Jun25.pdf · 2025-07-25
Sir, firstly, congratulations to the entire team for whatever hard work we have put in the last few years, I think that has started showing the results. I'm very happy for it. Only question I have is on the bio side. So on the food protein side. So we are basically about to set up a facility for 2 million liter and then 4 million liters. So on the food protein side, what is the progress, sir? Are we now started putting any work there? If orders have been placed for the reactor? Where are we in that?
Wonderful, sir. And second question I have is on the ImmunoACT. So how do you see the ramp- up in number of capacity, I understand it will come on stream by September. But in terms of the response from the market, I just wanted to understand your feedback on that. How is the response from the market? Are we also seeing foreign national trave lling to India to get this treatment done in India since the cost is much lower?
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-04-24
Congratulations, sir. Wonderful set of numbers, especially the CDMO has shown a very good, impressive growth. Just wanted to understand next year FY '26. So we have given a qualit ative comment, but I just wanted to understand how do you see the growth coming on the formulation side specifically? One, I understand with the new CMO contract starting in December, that will add to the growth in the formulation. But apart from that, how do you see the growth coming in the formulation side, especially non-ARV formulation side?
For first 2 quarters, there may not be significant growth in the formulation. That's what you are saying?
Laurus Labs Limited CC-Mar25.pdf · 2025-04-24
Congratulations, sir. Wonderful set of numbers, especially the CDMO has shown a very good, impressive growth. Just wanted to understand next year FY '26. So we have given a qualit ative comment, but I just wanted to understand how do you see the growth coming on the formulation side specifically? One, I understand with the new CMO contract starting in December, that will add to the growth in the formulation. But apart from that, how do you see the growth coming in the formulation side, especially non-ARV formulation side?
For first 2 quarters, there may not be significant growth in the formulation. That's what you are saying?
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-01-24
Yes, sir. So, congratulations first to the entire team. So, we are seeing very good trajectory on the CDMO side. I think CDMO is going to fire from here on, that's what I feel. And Q4 and onwards, I think we will have a different number from CDMO. Just wanted to understand, and if you are able to give some details on this. Any number of commercial molecules getting commercialized in FY '26, any idea on that? In terms of also the Animal health business, how do you see that Animal health business is going to shape up? And also, the agrochemical business, how it's going to shape up in the CDMO side,
Perfect, sir. No, sir, I'm also very happy with the numbers this quarter. I think next quarter is going to be really good in terms of CDMO. One more thing, sir, in terms of gene therapy, so we are saying we're going to commercialize the vector manufacturing facility in FY '26. So, is it going to be utilized for contract manufacturing also?
Laurus Labs Limited CC-Dec24.pdf · 2025-01-24
Yes, sir. So, congratulations first to the entire team. So, we are seeing very good trajectory on the CDMO side. I think CDMO is going to fire from here on, that's what I feel. And Q4 and onwards, I think we will have a different number from CDMO. Just wanted to understand, and if you are able to give some details on this. Any number of commercial molecules getting commercialized in FY '26, any idea on that? In terms of also the Animal health business, how do you see that Animal health business is going to shape up? And also, the agrochemical business, how it's going to shape up in the CDMO side,
Perfect, sir. No, sir, I'm also very happy with the numbers this quarter. I think next quarter is going to be really good in terms of CDMO. One more thing, sir, in terms of gene therapy, so we are saying we're going to commercialize the vector manufacturing facility in FY '26. So, is it going to be utilized for contract manufacturing also?
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-10-24
Yes, sir. So the first question is obviously last time, we said that for the full year, we will achieve 25% kind of EBITDA margin. So first half, we are at 15% EBITDA margin. So do you think second half we will be able to compensate for this?
Okay. And secondly, this operating deleverage is actually haunting us since last few quarters now. So I would say almost 8, 10, 12 quarters now. So by when you actually think t hat this operating deleverage will start actually in the reverse, right, so operating leverage will start kicking. So this has been haunting since almost 12 quarters.
Laurus Labs Limited CC-Sep24.pdf · 2024-10-24
Yes, sir. So the first question is obviously last time, we said that for the full year, we will achieve 25% kind of EBITDA margin. So first half, we are at 15% EBITDA margin. So do you think second half we will be able to compensate for this?
Okay. And secondly, this operating deleverage is actually haunting us since last few quarters now. So I would say almost 8, 10, 12 quarters now. So by when you actually think t hat this operating deleverage will start actually in the reverse, right, so operating leverage will start kicking. So this has been haunting since almost 12 quarters.
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-07-25
Yes, so first question is on the one of the slide where we mentioned that we have done some Rs. 2600 crore CAPEX. So, out of the 2600 crore CAPEX, how much is currently being utilized? How much is not being utilized?
Got it, sir. And second part is, so we are actually seeing last two years that FY25 is the year one should be watching out for. But the 1st Quarter actually doesn't look like the quarter. So, even last quarter we said that all bad quarters are behind right. But Q1 is again, I don't think it's a good quarter again. So, any color on this, are we still thinking that FY25 will be the big year or you think 26 will be the big year now?
Laurus Labs Limited CC-Jun24.pdf · 2024-07-25
Yes, so first question is on the one of the slide where we mentioned that we have done some Rs. 2600 crore CAPEX. So, out of the 2600 crore CAPEX, how much is currently being utilized? How much is not being utilized?
Got it, sir. And second part is, so we are actually seeing last two years that FY25 is the year one should be watching out for. But the 1st Quarter actually doesn't look like the quarter. So, even last quarter we said that all bad quarters are behind right. But Q1 is again, I don't think it's a good quarter again. So, any color on this, are we still thinking that FY25 will be the big year or you think 26 will be the big year now?

Azad Engineering Limited