| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 116.3% YoY growth driven by commercial CMS projects. |
|---|---|
| Margins | EBITDA margin at 35.5%; structural expansion from favorable product mix. |
| Order book | Deep visibility in CMS; increasing strategic partnership conversations. |
| Demand visibility | Strong order book visibility for 6 months in CMS segment. |
| Management confidence | Balanced; confident in 20% growth but cautious of quarterly lumpiness. |
Growth
Revenue grew 116% YoY to ₹650.1 Cr, driven by commercial CMS projects. EBITDA margin reached a healthy 35.5% due to favorable product mix and operating leverage.
Outlook
Guidance remains at 20% annual growth for FY27 and FY28. Significant capex of ₹203 Cr approved, primarily for Unit 1 capacity expansion.
Risks
Quarterly performance remains lumpy due to the CMS business nature. Heavy reliance on a few large commercial molecules poses concentration risk.
Earnings Call Transcript 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.
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- Value
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Neuland Laboratories Credit Rating
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- Value
- ₹40.00 Cr