| Revenue growth | FY26 up 37.1% YoY; Q4 up 134.9% YoY. |
|---|---|
| Margins | Record Q4 EBITDA margin 40.5%; FY26 margin 29.4%. |
| Order book | CMS contributed over two-thirds of Q4 revenue. |
| Demand visibility | Strong pipeline visibility; peptide projects ramping up. |
| Management confidence | High confidence in long-term visibility anchored by commercial molecules. |
Growth
Q4 revenue grew 134.9% YoY to ₹788.7cr; FY26 revenue up 37.1% to ₹2053.1cr; FY26 PAT rose to ₹363.1cr.
Outlook
Aspirational 18-20% CAGR; peptide facility operational by July 2026; ₹397.1cr capex spent in FY26.
Risks
Business lumpiness, raw material price volatility, geopolitical risks in Middle East, and potential moderation of ROCE.
Earnings Call filed with BSE, NSE: NEULANDLAB. Summary written with AI assistance from the document.
Neuland Laboratories Ltd: key numbers
- Share price
- ₹21,905.00
- Market cap
- ₹28,104 Cr
- Revenue (annual)
- ₹2,023 Cr
- Net profit (annual)
- ₹364.0 Cr
- P/E (TTM)
- 56.5×Sector 47.4×
- Promoter holding
- 32.62%-0.01% QoQ
- FII holding
- 21.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Neuland Laboratories Ltd
All →Neuland Laboratories Production Started
Neuland commissioned its first commercial peptide manufacturing module with 7,000L reactor capacity. Module two expansion is underway to meet rising customer demand for peptide APIs.
- peptide manufacturing reactor capacity
- 7000 L
Neuland Laboratories Capacity Expansion: ₹126 Cr Investment
Neuland Laboratories' board approved ₹126 Crore capex to acquire 134 acres of land in Andhra Pradesh for future expansion. The company holds ROFR on additional land.
- Value
- ₹126.0 Cr
- land acquisition
- 134.0 acres
Neuland Laboratories Credit Rating
Neuland Laboratories announced that CRISIL Ratings has reaffirmed its long-term credit rating at CRISIL A+/Positive and its short-term rating at CRISIL A1.
Neuland Laboratories Capital Structure Change
Malabar India Fund Limited sold 2,72,634 equity shares of Neuland Laboratories Ltd via open market. This transaction reduces their stake from 7.18% to 5.06%.
Neuland Laboratories Business Update
Neuland Laboratories announced the completion of a US FDA inspection at its Unit 3 facility. The regulator issued a Form 483 with one procedural observation.
Neuland Laboratories Earnings Call Transcript: Key Takeaways
Q1FY27 was broadly in line with expectations, showing strong YoY revenue and profit growth. Management remains confident in achieving a 20% growth rate despite inherent quarterly volatility in the CMS business.
- Call
- Guides 20% growth