Whalesbook
So, Laurus Labs ka scene kya hai? Yeh share aaj 1% badh kar apne naye intraday high ₹1,331.75 par pahunch gaya. Pura mahina dekho toh iska stock 18% upar bhaga hai, jabki BSE Sensex is dauran 4.2% gira hai. Motilal Oswal jaise analysts bhi is par bullish hain, unhone FY27 aur FY28 ke liye earnings estimates 8% aur 6% badha diye hain. Unka kehna hai ki company manufacturing capacity mein consistent investment kar rahi hai, isliye 'Buy' rating ke saath ₹1,370 ka target diya hai.
Ab baat karte hain Sai Life Sciences ki. Inka stock Friday ke low se 16% recover hokar aaj 2% badh gaya aur ₹1,106.65 par pahuncha. Q4FY26 ke results aaye hain, jisme revenue 4% YoY, Ebitda 12% YoY aur PAT 18% YoY badha hai. CDMO business mein thodi (5%) kami dikhi YoY par, but woh pichhle saal ke strong base ki wajah se hai. Poore saal ka CDMO growth toh 33% YoY raha hai.
Management ne future ke liye bhi achha outlook diya hai – agli 2-3 saalon mein revenue 15–20% CAGR se grow karega aur Ebitda margins 28–30% rahne ki ummeed hai. CRO segment bhi 24% YoY growth dikha raha hai. FY27 mein company ₹1,100 crore se ₹1,300 crore tak ka capex karne wali hai, primarily CDMO growth ke liye. JM Financial ne toh ₹1,371 ka target price set kiya hai.
Ek choti si concern yeh hai ki West Asia conflict ki wajah se input aur logistics costs thode badh gaye hain, jis se short-term mein pressure aa sakta hai. Company clients ke saath price adjustments ki baat kar rahi hai.