Neuland Laboratories Limited — PPTs, 09-02-2026: Investor Presentation

Neuland Laboratories reported Q3FY26 total income of Rs. 447.8 crore, up 11.4% YoY. However, EBITDA declined 6% YoY to Rs. 85 crore (19.0% margin) and PAT fell 60% YoY to Rs. 40.4 crore, attributed to product mix and higher operating expenses. For the nine months of FY26, total income grew 8.9% YoY to Rs. 1264.4 crore.

CMS revenues were driven by commercial molecules and new project orders. The GDS Prime segment saw growth from Ezetimibe, while Specialty was aided by Apixaban and Dorzolamide. Management sees good business momentum and increasing interest for niche NCE drug substance manufacturing, supporting long-term investments. The board approved moving R&D to a new 140k sq ft leased facility. Capex for 9MFY26 was Rs. 254 crore. The company holds a net cash position of Rs. 202.6 crore. Outlook includes continued growth in peptide molecules and a strategic shift to higher-margin Specialty and CMS segments.