| 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
- ₹21,890.00
- 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 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
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.