Neuland Laboratories Ltd (NSE:NEULANDLAB)

Q3 2025 Neuland Laboratories Ltd Earnings Call Transcript

Feb 11, 2025 / 10:30 AM GMT

Release Date Price: ₹13667.65 (-6.85%)

Transcript

Key Points

Positve

Neuland Laboratories Ltd (BOM:524558) reported a slight increase in total income by 1.8% year-on-year, driven primarily by the prime GDS and specialty business.
The company generated a free cash flow of 70.8 crores in the nine months, indicating strong cash management.
Neuland Laboratories Ltd (BOM:524558) has a significant order pipeline and customer demand, providing confidence for business momentum in FY26.
The company has increased its S&P ESG rating to 70, reflecting improved environmental, social, and governance practices.
Neuland Laboratories Ltd (BOM:524558) is progressing with capacity building, including a new production block expected to commence commercial production in FY26.

Negative

The company's EBITDA margin decreased to 22.5% due to a change in business mix and increased operational expenditure.
Gross margin for the quarter fell to 53.2% from 59.8% in the previous year, indicating increased manufacturing and product-related costs.
Neuland Laboratories Ltd (BOM:524558) expects FY25 to be a flat year, with no significant growth anticipated.
The development income in the CMS segment is down by 50% year-on-year for the nine months, indicating volatility in development revenues.
The company faces challenges in providing guidance due to the inherently variable nature of its business, influenced by factors like foreign exchange fluctuations and raw material cost volatility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NEUL.NS - Neuland Laboratories Ltd
Q3 2025 Neuland Laboratories Ltd Earnings Call
Feb 11, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Newland Laboratories Limited Q3 and 9 MF 525 earnings conference call hosted by Ernest and Young.

As a reminder, all parts of the lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing star, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

I now have the conference over to Mr. Ravi Udeshi from Ernest and Young.

Thank you and over to you, sir.

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