| Revenue growth | 116.3% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margins expanded significantly to 35.5% due to high-value CMS mix. |
| Order book | Growth in new project orders for delivery this/next FY. |
| Demand visibility | Strong traction from Innovators with peptides in the pipeline. |
| Management confidence | CEO notes strong customer conversations and capability-led discussions. |
Growth
PAT grew 975% YoY to ₹147.4 Cr; EBITDA surged 448% YoY to ₹231.1 Cr.
Outlook
Capex outflow of ₹122 Cr in Q1FY27; ongoing investment in a new peptide facility.
Risks
Potential timeline delays in pipeline projects and impact of raw material price volatility.
Last quarter's promises, checked
Delivered
- Guided FY26 strong growth vs FY24 → Delivered ₹2053.1 Cr revenue (+37.1% YoY) (= BEAT)
- Guided FY26 EBITDA margin expansion → Delivered 29.4% vs 22.9% YoY (= BEAT)
- Guided peptide facility ready by July 2026 → On track for July operation (= BEAT)
Partly delivered
- Guided 18-20% long-term CAGR → Delivered 116.3% in Q1FY27 (lumpy/non-linear) (= PARTIAL)
Missed
- Guided working capital normalization → Delivered 137 days vs 107 days YoY (= MISS)
Investor Presentation 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