Neuland Laboratories Ltd (NSE:NEULANDLAB)

Q4 2026 Neuland Laboratories Ltd Earnings Call Transcript

May 12, 2026 / 12:00 PM GMT

Release Date Price: ₹17003 (-3.12%)

Transcript

Key Points

Positve

Neuland Laboratories Ltd (BOM:524558) reported a significant increase in total income for Q4 FY26, up 134.9% year-over-year, driven by commercial CMS projects.
The company achieved a gross margin of 62.1% in Q4 FY26, an improvement from 56.3% in the same quarter of the previous year.
EBITDA for Q4 FY26 stood at 319.4 crores with a margin exceeding 40%, reflecting strong operational performance.
For the full year FY26, revenue grew by over 37% compared to FY25, indicating robust business growth.
Neuland Laboratories Ltd (BOM:524558) is investing in large-scale peptide commercial facilities, which is expected to expand their market opportunities and capabilities in the peptide API space.

Negative

The company's free cash flow for FY26 was negative at 49.4 crores, primarily due to higher working capital and increased capital cash outflows.
Working capital days increased to 137 days in Q4 FY26 from 107 days in Q4 FY25, driven by higher inventories and receivables.
The company experienced a decline in closing cash balance from 130.4 crores at the end of FY25 to 75.4 crores at the end of FY26.
Neuland Laboratories Ltd (BOM:524558) highlighted the inherent lumpiness and variability in their business, which can affect quarterly performance.
The company faces challenges from geopolitical developments and supply chain volatility, which could impact raw material coverage and cost pressures.

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

NEUL.NS - Neuland Laboratories Ltd
Q4 2026 Neuland Laboratories Ltd Earnings Call
May 12, 2026 / 12:00PM 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 Q4 FY26 Earnings Conference Call.

As a reminder, all participant lines will be 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 an operator by pressing and 0 on a touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Ravi Udeshri from Ernst & Young.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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