ALFA Finder| 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
- ₹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.
More from Neuland Laboratories Ltd
All →Neuland Laboratories Earnings Call Transcript: Key Takeaways
Q2 income and EBITDA fell sharply YoY, and PAT dropped 47%. Management blames commercial lumpiness, says H1 was in line, and declined to quantify FY27 growth or give molecule-level detail.
Neuland Laboratories Investor Presentation: Key Takeaways
Q2FY27 income Rs457.2 Cr (-11.4% YoY), PAT Rs51.1 Cr (-47.0%), EBITDA margin 22.9% on operating deleverage. H1FY27 income Rs1107.2 Cr (+35.6%), PAT Rs198.5 Cr (+80.2%). Capex-led R&D and peptide build-out.
Neuland Laboratories Results Update
Neuland Laboratories' Q2 FY27 standalone revenue fell 11.4% YoY to Rs. 457.2 Crore, with PAT at Rs. 51.1 Crore. The release lacks a full results statement.
Neuland Laboratories Q2 FY27 Results: Net Profit ₹51.6 Cr, Down 46.7% YoY
Neuland Laboratories Ltd reported revenue from operations of ₹449.7 Cr (-12.6% YoY) and net profit of ₹51.6 Cr (-46.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹51.6 Cr · -46.7% YoY
Neuland Laboratories Other Announcement
Neuland Laboratories notified loss of 100 share certificates by shareholder Madan Mohan Singh. The company requested issuance of an entitlement letter in lieu of the lost certificates.
Neuland Laboratories Board Meeting Date
Neuland Laboratories will hold a board meeting on November 3, 2026, to consider and approve the unaudited financial results for the quarter ended September 30, 2026.