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Earnings Call

Neuland Laboratories Earnings Call: Key Takeaways

Neuland reported record performance for Q4FY26, driven by high-value CMS commercial projects and favorable exchange rates, achieving an exceptional 40.5% EBITDA margin.

Why this was an Alfa AlertRevenue beat: Management indicated FY26 would be a year of strong growth; achieved ₹2053.1cr, significantly exceeding implied expectations from the FY24 base of ~₹1500cr.
Highlights
Revenue growthFY26 up 37.1% YoY; Q4 up 134.9% YoY.
MarginsRecord Q4 EBITDA margin 40.5%; FY26 margin 29.4%.
Order bookCMS contributed over two-thirds of Q4 revenue.
Demand visibilityStrong pipeline visibility; peptide projects ramping up.
Management confidenceHigh 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.

Source

Earnings Call filed with BSE, NSE: NEULANDLAB. Summary written with AI assistance from the document.

Read the document ↗

Neuland Laboratories Ltd: key numbers

Share price
₹20,404.00
Market cap
₹26,178 Cr
Revenue (annual)
₹2,023 Cr
Net profit (annual)
₹364.0 Cr
P/E (TTM)
57.9×Sector 43.8×
Promoter holding
32.26%-0.36% QoQ
FII holding
21.93%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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