Neuland Laboratories Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Neuland Labs' Q2 & H1 FY26 financial results show strong growth. Q2 total income rose 63.7% YoY to Rs. 516 crore, with EBITDA at Rs. 156.9 crore (30.4% margin) and PAT at Rs. 96.5 crore (vs Rs. 32 crore last year), driven by commercial CMS. Management is optimistic for FY26, projecting good growth. A new CNS molecule is set for commercialization, and their peptide facility build is on track for next FY. CAPEX for H1 FY26 was Rs. 170.7 crore. Working capital optimization is a priority. Sentiment: Confident on long-term potential.