Laurus Labs Q2 FY25 Earnings Call Summary CDMO Growth amp Industry Trends

YOUR LINK HERE:

http://youtube.com/watch?v=nCsoCRATeZM

Here’s a detailed summary of the Q2 FY25 earnings call for Laurus Labs Limited, a leader in CDMO, APIs, and formulations. • Key Highlights: • Financial Performance: • Sales: INR 1,224 crore, flat YoY and up 2.4% QoQ. • Net Profit: INR 19.9 crore, down 46.4% YoY but up 56.7% QoQ. • EBITDA Margin: Expected to average 20% for FY25. • Key Segments: • CDMO: Revenue of INR 299 crore, growth expected in H2 FY25 from Q4 project deliveries. • Generic APIs: Revenue decline due to lower oncology and ARV demand but recovery anticipated. • Formulations: Revenue of INR 328 crore; growth from ANDA approvals in non-ARV formulations. • Management Outlook: • Optimistic about H2 FY25 with improved margins and enhanced capabilities. • Focused on expanding R D in small molecules, flow chemistry, and cell and gene therapy. • Industry Trends: • Increasing demand for complex small molecule compounds. • Opportunities arising from supply chain diversification away from China. • Laurus Labs is navigating challenges in APIs while strategically investing in innovation and capacity expansion, positioning itself for growth in H2 FY25 and beyond. • 🎯 For more insights, visit: https://smartearnings.in • 📈 Subscribe for more earnings call summaries!

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