| 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
- ₹21,890.00
- Market cap
- ₹28,085 Cr
- Revenue (annual)
- ₹2,023 Cr
- Net profit (annual)
- ₹364.0 Cr
- P/E (TTM)
- 56.4×Sector 50.4×
- 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 Investor Presentation: Key Takeaways
Neuland reported Q1FY27 total income of ₹650.1 Cr (116.3% YoY growth) with an EBITDA margin of 35.5%. Growth is driven by the CMS business and commercial molecules.
Neuland Laboratories Q1 FY27 Results: Net Profit ₹147.7 Cr, Up 962.6% YoY
Neuland Laboratories Ltd reported revenue from operations of ₹641.6 Cr (+119.1% YoY) and net profit of ₹147.7 Cr (+962.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹147.7 Cr · +962.6% YoY
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.
Neuland Laboratories Earnings Call: Key Takeaways
Neuland Laboratories' March 2026 API Product List showcases a robust portfolio across diverse therapeutic segments including anticoagulants, antipsychotics, and peptides.