Slide 1: Exchange filing cover letter
September 18, 2026 To To The Corporate Relations Department The Listing Department BSE Limited National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Code: 540222 Code: LAURUSLABS Subject: In
Slide 2: Investor Presentation September 2026
Investor Presentation September 2026 © 2026 Laurus Labs Ltd.
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation contains statements that constitute “forward looking statements” including and without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments and economic performance. W
Slide 4: Strong execution, Leading Platform & Investing for long term growth
Strong execution, Leading Platform & Investing for long term growth Strong Operational performance Leading Manufacturing and Accelerated CAPEX to meet growing track record Technology platform Demand, Scale and Future growth Small Flow Bio ~4300 Cr >3000 Cr Revenue FY26 molecule chemistry catalysis ₹
Slide 5: 20 years of deep commitment with Customer & Integrated solution as top priority
20 years of deep commitment with Customer & Integrated solution as top priority VISION To become Leading player offering Integrated solutions in creating a healthier world Scale Integrated Quality & Innovation & Sustainability Talent Service Compliance Automation Strategic Large scale manufacturing
Slide 6: Integrated CDMO & CMO platform, delivering Customer value through 2 Core business divisions
Integrated CDMO & CMO platform, delivering Customer value through 2 Core business divisions 1 CDMO Pre-Clinical Clinical supplies (Phase I, II and III) Commercial supplies Lifecycle management Small Molecules Specialized Modalities Animal Health and Crop Protection (Drug Substance & Drug Product) •
Slide 7: Strengthening Development & Manufacturing Capabilities to meet Customer demand
Strengthening Development & Manufacturing Capabilities to meet Customer demand Small Molecules API & FDF R&D Fermentation CGT & ADC Unit 1 & 3, Vizag +3600 kL Unit 6, Vizag 1476 kL R&D 1 & Kilo lab, Hyderabad LB-1 & LB-2, Bangalore CAR-T unit-1, Mumbai +240 kL +600 treatment Unit 5, Vizag 161 kL Uni
Slide 8: Acceleration in Growth CAPEX projects across portfolio and technologies
Acceleration in Growth CAPEX projects across portfolio and technologies 1QFY27 CAPEX : ₹394 Cr FY22-26 CAPEX : ₹4300 Cr (19% of Revenue) (15% of Revenue) > ₹ 3,000 Cr Cumulative CAPEX over FY27 and FY28. Q1 CAPEX reached 19% of Revenue 6% 18% By >85% Growth CAPEX Portfolio API/CDMO Growth CAPEX API/
Slide 9: Selected CAPEX projects highlights – Enhancing broadest capability offering
Selected CAPEX projects highlights – Enhancing broadest capability offering Unit 7 Commercial Gene & ADC platform Enzyme Fermentation plant Large-scale API facility with fill-finish boosting biocatalysis capacity • Multiple API blocks, Flexible • One-stop Service platform for • Commercial scale manu
Slide 10: Confirming SBTi targets and consistent ESG recognition
Confirming SBTi targets and consistent ESG recognition Scope 1 + 2 Scope 3 • >50% electricity from renewable source (Wind+Solar) by 2031 via PPA for all sites SBTi roadmap Target Target towards GHG • Near term GHG reduction target -42% -51.6% validated by SBTi reduction target 2031 • Sustainable Pro
Slide 11: Laurus operates in leading technology platform in a Fast growing CDMO market
Laurus operates in leading technology platform in a Fast growing CDMO market CDMO small molecule market Laurus Global size # & Growth (2025-34) Key Technology platform Integrated D & M solution - Leading pipeline modality ~ $ 85 bn - Rising complexity Small molecule Preclinical/Phase 1 >7% CAGR * -
Slide 12: Business Division: Strong diversified growth, underpin by integrated model
Business Division: Strong diversified growth, underpin by integrated model Strong diversified performance ARV de-risking continues Transformation continues with consistent rise in CDMO CAGR % FY 26 FY26 Divisions FY 20-26 revenue share and continued decline in ARV share Growth Revenue mix 100% 90% 1
Slide 13: CDMO – Small molecule: Recognized Industry Player, Continuous capacity expansion
CDMO – Small molecule: Recognized Industry Player, Continuous capacity expansion Revenue Growth Priorities CAGR FY20-26 ▲ 30% • Demand led capacity creation & Invest in enviable technologies [₹ Cr] 2,167 • Commercial execution of pipeline opportunities 1,896 +69% • End-to-end execution excellence (I
Slide 14: BIO – Delivering Full service Precision Fermentation technology
BIO – Delivering Full service Precision Fermentation technology Revenue Growth Priorities • Accelerate Enzymatic and bio-catalysis application [₹ Cr] CAGR FY21-26 ▲ 26% • Increase product development throughput 184 • Commercial scale Capacity creation 160 160 125 +21% Recent Highlights 100 • Diversi
Slide 15: Affordable Medicines – Integrated approach, Portfolio expansion to drive growth
Affordable Medicines – Integrated approach, Portfolio expansion to drive growth Revenue Growth Priorities • Creation and allocation of Capacities, Cost efficiency [₹ Cr] CAGR FY20-26 ▲ 12% • Long term CMO tie-ups, New launches, Integrated supplies 4,733 4,286 3,919 3,959 4,020 Recent Highlights 3,74
Slide 16: Advanced Biologics – Gene / ADC platform building continues
Advanced Biologics – Gene / ADC platform building continues Gene Therapy & Anti body Drug Conjugates (ADC) Cell Therapy • In-licensed two ADC assets from Aarvik Therapeutics for • Continued uptake in volumes >660 infusions as on Jun 2026 development and commercialization for India markets • 2nd GMP
Slide 17: Healthy OCF and Accelerating CAPEX to drive future growth
Healthy OCF and Accelerating CAPEX to drive future growth Operating Cash flows and CAPEX investments Leverage profile 350% 40% [₹ Cr] 2.9x 1624 300% 34% 35% 2.3x 30% 250% 2.0x 25% 1,070 200% 24% 994 990 21% 911 950 20% 1.3x 18% 19% 150% 1.2x 1.2x 733 15% 689 666 700 659 14% 0.9x 602 1.3x 100% 10% 10
Slide 18: Financial Highlights FY 2020-26
Financial Highlights FY 2020-26 Revenue EBITDA & Gross Profit Margins [₹ Cr] [₹ Cr] CAGR: 16% 4000 CAGR: 21% 70.0% 62.7% GPM 3500 60.4% 60.0% 3000 55.2% 55.5% 54.1% 55.4% 50.1% 51.7% 50.0% 31.8% OPM 2500 32.7% 26.8% 29.1% 40.0% 26.4% 2000 6,813 6,041 5,554 20.1% 20.1% 1,826 30.0% 5,041 1500 4,814 4,
Slide 19: Appendix
Appendix Pinus Labs
Slide 20: 1Q FY27: Executive Summary
1Q FY27: Executive Summary • Continued strong Q1 performance ; ₹ 2,026 Cr Revenue with 29% growth • Strong growth in CDMO revenue driven by commercial projects supplies and steady momentum in Affordable Medicines segment • ₹ 644 Cr EBITDA with margins of 31.8%, increased by 7.0% pts, contributed by
Slide 21: 1Q FY27: Financial Summary - Highest Revenue, EBITDA and Profit momentum
1Q FY27: Financial Summary - Highest Revenue, EBITDA and Profit momentum 1Q FY27 Financial Summary Comments [₹ Crore] 4Q FY26 1Q FY27 1Q FY26 Y-o-Y Q-o-Q • Revenue : ₹ 2,026 Cr, increased 29% primarily driven by robust CDMO growth supported by sustained Affordable Medicine business (led by FDF) Reve
Slide 22: Additional Information
Additional Information Laurus Labs is a research-driven pharmaceutical and biotechnology company committed to improving global health. It holds a leadership position in developing and manufacturing select Active Pharmaceutical Ingredients (APIs) and Finished Dosage Forms (FDF) across anti-retroviral