Conference Call with Neuland Laboratories Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Neuland Laboratories announced Q4FY26 & FY26 results Consolidated Financial Highlights: Quarterly Revenue: Revenue from operations for Q4FY26 stood at Rs 77,625.03 lakh, representing a growth of 76.54% QoQ from Rs 43,970.93 lakh in Q3FY26 and a significant increase of 136.40% YoY compared to Rs 32,836.00 lakh in Q4FY25. Quarterly Total Income: Total income for Q4FY26 reached Rs 78,870.85 lakh, up 76.14% QoQ from Rs 44,776.17 lakh and up 134.86% YoY from Rs 33,582.43 lakh in Q4FY25. Quarterly Profit: Profit after tax (PAT) for Q4FY26 was Rs 21,267.26 lakh, reflecting a massive growth of 424.18% QoQ compared to Rs 4,057.19 lakh in Q3FY26 and a 664.85% increase YoY from Rs 2,780.59 lakh in Q4FY25. Annual Revenue: For FY26, revenue from operations reached Rs 2,02,298.54 lakh, marking a growth of 36.98% over Rs 1,47,683.73 lakh in FY25. Annual Total Income: Annual total income stood at Rs 2,05,315.16 lakh for FY26, compared to Rs 1,49,734.66 lakh in the previous year, showing an increase of 37.12% YoY. Annual Profit: Consolidated profit after tax for FY26 reached Rs 36,399.84 lakh, reflecting a growth of 39.94% YoY from Rs 26,010.81 lakh in FY25. Total Comprehensive Income: The group reported an annual Total Comprehensive Income of Rs 36,506.25 lakh for FY26, compared to Rs 26,006.33 lakh in FY25. Standalone Financial Highlights: Quarterly Revenue: Revenue from operations for Q4FY26 reached Rs 77,625.03 lakh, up 76.54% QoQ from Rs 43,970.93 lakh in Q3FY26 and up 136.40% YoY from Rs 32,836.00 lakh in Q4FY25. Quarterly Total Income: Total income for the quarter stood at Rs 78,870.72 lakh, an increase of 76.14% QoQ from Rs 44,776.17 lakh and an increase of 134.86% YoY from Rs 33,582.38 lakh. Quarterly Profit: Standalone profit after tax for Q4FY26 was Rs 21,252.31 lakh, reflecting a growth of 425.85% QoQ from Rs 4,041.55 lakh and a significant 666.30% increase YoY from Rs 2,773.39 lakh in Q4FY25. Annual Revenue: Annual standalone revenue from operations for FY26 was Rs 2,02,298.54 lakh, a growth of 36.98% YoY compared to Rs 1,47,683.73 lakh in FY25. Annual Profit: Standalone profit For FY26 reached Rs 36,310.50 lakh, representing a growth of 39.97% YoY from Rs 25,942.54 lakh in FY25. Business Highlights: Capacity Expansion: The Board approved an enhancement of capacity at Unit 1 located at Bonthapally Village, Sangareddy District, Telangana. The project involves a proposed capacity addition of 120.5 KL with an estimated investment of Rs 143.4 crore (including GST) to be completed within 12 to 18 months. Segment Performance: The Group has only one reportable segment, namely "manufacture of active pharmaceutical ingredients and allied services." For FY26, geography-wise revenue was distributed as follows: USA and North America at Rs 71,345.10 lakh, Europe at Rs 67,544.32 lakh, India at Rs 48,409.19 lakh, and Rest of the world at Rs 14,999.93 lakh. Dividend Recommendation: The Board of Directors recommended a final dividend of Rs 34/- (340%) per equity share of face value Rs 10 each for FY26. Board Appointment: Dr. Mauricio Futran was appointed as an Additional Director in the category of Non-Executive Non-Independent Director effective May 12, 2026. Asset Transfer: During the previous year, the company fully transferred an investment property located in Hyderabad through a perpetual lease, which resulted in a total exceptional profit of Rs 7,640.36 lakh. Subsidiary Performance: The results include the audited financial results of two subsidiaries: Neuland Laboratories K.K., Japan, and Neuland Laboratories Inc., USA. Together they reflect total assets of Rs 1,147.50 lakh as at March 31, 2026, and total revenue of Rs 2,160.07 lakh for the year. Saharsh Davuluri, Chief Executive Officer & Managing Director, Neuland Laboratories, said “We are pleased with the fact that we have ended FY26 on a strong note in line with our original expectations. There is good business visibility in the short to medium term anchored by commercial and near-commercial molecules. Our focus on execution discipline, customer satisfaction, and protection of business fundamentals is central to ensuring this phase of growth. At the same time, we are laying the groundwork for growth beyond this horizon. Key elements of this foundation are the investments in Peptide Manufacturing as well as the new R&D; Centre, which are proceeding according to plan. Our Business Development strategy is aligned to the investments and is focused on bringing in the right kind of projects that support high quality, sustainable growth.” Result PDF
Conference Call with Neuland Laboratories Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Neuland Laboratories announced Q3FY26 results Revenue: Rs 447.8 lakh against Rs 401.9 lakh during Q3FY25, change 11%. EBITDA: Rs 85 lakh against Rs 90.3 lakh during Q3FY25, change -6%. EBITDA Margin: 19% for Q3FY26. PBT: Rs 54.3 lakh against Rs 127.5 lakh during Q3FY25, change -57%. PBT Margin: 12.1% for Q3FY26. PAT: Rs 40.4 lakh against Rs 101.4 lakh during Q3FY25, change -60%. Sucheth Davuluri, Vice-Chairman & Chief Executive Officer, said: “The revenues this quarter are in line with the outlook we envisaged for the year, however the product mix within businesses as well as increased operating expenses, is reflected in subdued EBITDA margins. We continue to see good momentum in the business which is driving our investments with the long-term in view, ensuring Neuland can take advantage of the number of growth opportunities.” Saharsh Davuluri, Vice Chairman & Managing Director, Neuland Laboratories, said: “We are seeing increasing interest from a wider range of customers interested in our capabilities as a proven commercial NCE drug substance manufacturer as well as an integral partner in the innovation journey. Our investments are leading to more engagements with existing customers while also attracting new customers who are looking for specific niche capabilities.” Result PDF
Pharmaceuticals company Neuland Laboratories announced Q2FY26 results Total Income: Rs 516.1 crore compared to Rs 315.2 crore during Q2FY25, change 63.70%. EBITDA: Rs 156.9 crore compared to Rs 65.7 crore during Q2FY25, change 138.80%. EBITDA Margin: 30.40% for Q2FY26. PBT: Rs 129.0 crore compared to Rs 48.5 crore during Q2FY25, change 166.60%. PAT: Rs 96.5 crore compared to Rs 32.0 crore during Q2FY25, change 201.60%. Sucheth Davuluri, Vice-Chairman & Chief Executive Officer, said: “The record high revenue this quarter driven by CMS commercial projects led to the operating leverage reflected in the EBITDA margins, and we expect this momentum to continue through the rest of the year. Given the investments we are making Neuland is well positioned to take advantage of the number of growth opportunities available to us in both the CDMO as well as the generic APIs space.” Saharsh Davuluri, Vice Chairman & Managing Director, Neuland Laboratories, said: “Customer interest in Neuland’s capabilities continues to be on the rise as we see increased engagement with a diverse range of customers. Our reputation and track record as an agile partner is enabling not just new business but for greater share of business from existing customers. Our investments are going according to plan and helping to further differentiate Neuland as a partner of choice.” Result PDF
Pharmaceuticals company Neuland Laboratories announced Q1FY26 results Total Income: Rs 300.6 crore compared to Rs 444.4 crore during Q1FY25, change -32.40%. EBITDA: Rs 42.1 crore compared to Rs 128.6 crore during Q1FY25, change -67.30%. EBITDA Margin: 14.00% for Q1FY26. PBT: Rs 17.4 crore compared to Rs 130.3 crore during Q1FY25, change -86.80%. PAT: Rs 13.7 crore compared to Rs 98.3 crore during Q1FY25, change -86.10%. Sucheth Davuluri, Vice-Chairman and Chief Executive Officer, said: “While Q1FY26 has been below par as a result of the flow of customer orders, it doesn’t change our outlook on the healthy growth that we anticipate this financial year. The investments we have announced are proceeding according to plan and would be drivers of short as well as long term growth. We continue to focus on cost optimization opportunities across products and processes which will enable us to further strengthen our position in key products.” Saharsh Davuluri, Vice Chairman and Managing Director, Neuland Laboratories added “We see substantial growth this year from our commercial molecules even as there is a significant influx of new business from existing and new customers along with customers’ pipeline projects making exciting progress. Given customers’ interest and evolving expectations we are continuing to invest in our people and capabilities which should see Neuland further differentiated as a CDMO with deep expertise as well as an agile innovative partner.” Result PDF