Neuland Laboratories Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Neuland Labs reported Q1FY26 total income down 32.4% YoY to Rs. 300.6 Cr, with PAT at Rs. 13.7 Cr. Management acknowledged a "below par" quarter due to uneven order flow, impacting margins (EBITDA 14.4%). Despite this, they remain confident in achieving short and long-term goals, expecting a resumption of growth from FY24 levels in the latter half of FY26. Key drivers include commercialization of the Unit 3 production block and a new CMS molecule this year. Peptide investments are on track, with a new facility expected by the next fiscal year. The company sees strong future growth for CMS, anticipating improved margins as sales ramp up. FY26 CAPEX projected at Rs. 250 Cr.