Is Laurus Labs the next Divi’s Laboratories?
Revenue, Profitability, and Valuation in Perspective
Divi’s has built a ₹10,000 Cr sales powerhouse, while Laurus is already at ₹6,000 Cr and catching up fast.
EBITDA margins for Divi’s are 30%+, while Laurus is running at ~25%. With the CDMO segment gaining traction, Laurus has a clear path to hitting 30% margins in the next few quarters.
Over the next two years, as capex utilization kicks in, Laurus could also cross ₹10,000 Cr in sales.
Now, here’s where it gets exciting: Divi’s trades at ~20x sales because of its strong positioning. If Laurus proves itself on growth and execution, why can’t it command the same? That would put Laurus’s valuation near ₹2 lakh Cr!
Yes, this is an optimistic projection, but the momentum is real — both in the business and the stock. Fingers crossed!
Disclaimer: This blog post is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions.