Neuland Laboratories Limited — Investor Meet, 13-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Neuland Laboratories reported Q3FY26 total income of INR 447.8 Cr (up 11.4% YoY). Gross margin stood at 52.1% (down from 53.2%), and EBITDA at INR 85 Cr (19% margin), primarily impacted by product mix and absence of high-margin shipments like Paliperidone. Management noted strong traction in its CDMO business, with peptide investments progressing and early-stage innovator projects. Capacity expansion for a key CMS product is ramping up. The company anticipates multi-year growth driven by existing commercial molecules and future peptide opportunities, targeting a 20%+ CAGR over the decade with sustained ~30% EBITDA margins. Management remains confident on the long-term trajectory despite quarterly unevenness.