)
Neuland Laboratories (524558) investor relations material
Neuland Laboratories Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY26 total income reached INR 447.8 crore, up 11.4% year-over-year, with commercial CMS projects contributing over 50% of revenue; EBITDA margin was subdued due to product mix and higher operating expenses.
Business momentum remains strong, with investments in NCE drug substance manufacturing and a ramp-up phase for new CMS molecules and capacity expansions.
Unaudited financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 9, 2026, covering both standalone and consolidated financials.
Results include wholly owned subsidiaries in the USA and Japan, with consolidated Q3 FY26 net profit at ₹4,057.19 lakhs and EPS at ₹31.62.
The business is experiencing a ramp-up phase, with new CMS molecules commercialized and capacity expansions underway.
Financial highlights
Q3 FY26 total income: INR 447.8 crore, up 11.4% YoY; 9MFY26 total income: INR 1,264.4 crore, up 8.9% YoY.
Consolidated Q3 FY26 revenue was ₹43,970.93 lakhs, up from ₹39,803.18 lakhs in Q3 FY25; net profit was ₹4,057.19 lakhs.
Gross margin for Q3 FY26 was 52.1%, down from 53.2% in Q3 FY25; nine-month gross margin maintained at 56% versus 55% last year.
EBITDA for Q3 FY26 was INR 85 crore (19% margin), with adjusted EBITDA at INR 95 crore (21% margin) excluding one-time labor costs.
Net debt at Q3 FY26 end: INR -202.6 crore, improved from INR -185.1 crore at Q3 FY25 end.
Outlook and guidance
Management expects FY26 to be a growth year, with optimism for the future based on the current commercial base and ramp-up of new products.
Continued investments in R&D and capacity to capture growth opportunities in high-value segments; peptide facility commissioning in July, with commercial manufacturing targeted for FY27.
Board approved R&D move to a new leased facility, with INR 254 crore capex in 9MFY26.
Management emphasizes a medium- to long-term view due to the inherent lumpiness and long gestation periods in the CDMO and specialty businesses.
New Indian labour codes effective November 21, 2025, have no material incremental impact.
Next Neuland Laboratories earnings date
Next Neuland Laboratories earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)