Laurus Labs – Can Business Transform to Next Level?

@ricky_
I can share this from previous investor presentation of laurus, Capex plan and operational year& location upto FY25.

Estimating potential operational revenue from this Capex is very tricky due to 2 factors – under utilization & pricing pressure. For ex: When laurus doubled formulation capacity to 10 billion, some people were expecting revenue to double to 3000cr, but FY23 revenue on this doubled capacity is 1140 cr
For CDMO, along with increasing capacity revenue realization also depend on molecules moving from Phase 3 and beyond. So there is this additional uncertainity there.
I don’t have the summary of Capex expenditure amount over the years. I don’t think you can derive Capex from P&L. Cashflow statement is good place, you can also get a proxy from fixed asset.