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Mitul Mehta

Lucky Investment Managers
LAURUSLABS

Laurus Labs Limited

All company calls
Laurus Labs Limited
24 Jul 2026
Open call
  1. Congratulations on a great set of numbers. It is very heartening to know that how you have navigated your company in last 10 years from an ARV to a full -fledged integrated CDMO. So hearty congratulations to your entire team, sir. Sir, my question to you is, so if you see our quarter 1 exit rate for CDMO is roughly about INR800-plus crores. Now the overall share in the basket is now approximately 42%.

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  2. And sir, is it possible for you to give us a total TAM of this CDMO pipeline that we have built in the last so many years so that we get some confidence as to the company is on a very serious growth trajectory for the next 3 to 5 years. Is it possible for you to share the number? I mean I'm certain that there are a lot of confidential agreements.

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  3. Or is it possible for you to share like how much each product or each program would be contributing to the overall? I mean, is it a very concentrated I mean, is there like a top 3 or a top 5 or it's a basket of products that is sort of contributing to the growth in the overall CDMO business?

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