NSE: NEULANDLAB · BSE: 524558 · ISIN INE794A01010
Neuland Laboratories Limited. stock analysis
Neuland Laboratories Limited. ranks #40 in the TickerSutra evidence-ranked universe with a score of 76/100 and 95% data confidence. The latest captured fundamentals show ROCE of 26.5%, quarterly sales growth of 119.2% and quarterly profit growth of 962.4%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 26.5%
- Low debt/equity of 0.16×
- 19.3% three-year sales CAGR
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
Risks and constraints
- CFO/EBITDA is below 0.6×
- Extreme base-effect growth requires manual validation
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹951cr | ₹144cr | ₹64cr | 15.0% |
| 2023 | ₹1,191cr | ₹273cr | ₹164cr | 23.0% |
| 2024 | ₹1,559cr | ₹463cr | ₹300cr | 30.0% |
| 2025 | ₹1,477cr | ₹331cr | ₹260cr | 22.0% |
| 2026 | ₹2,023cr | ₹580cr | ₹364cr | 29.0% |
| TTM | ₹2,372cr | ₹763cr | ₹498cr | 32.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Neuland Laboratories Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineNeuland Laboratories Ltd - 524558 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationBSE · 9 Sept 2026Intimation about Schedule of Analyst / Institutional Investor Meeting on September 15, 2026 and September 17, 2026
MANAGEMENT COMMENTARY
Signals from filed documents
More importantly, the underlying strategic direction of the GDS business continues to evolve. We remain focused on expanding our portfolio of differentiated products even as we also increase our presence in key markets like Brazil, Japan, South Korea and Turkey. We have also initiated pursuing life cycle management opportunities with innovators where our process chemistry, development experience and manufacturing cap
Ketan Acharya: Sir, congratulations on excellent quarter with commercial molecules driving growth. Another capacity expansion announced today and EBITDA margins expanding significantly. Should investors view this as a beginning of a structurally higher earning phase for Neuland rather than just a favorable product mix quarter?
To summarize, the financials Q1 FY27 again was broadly in line with our expectations. The performance reflects disciplined execution, operating leverage and a favorable mix during the quarter. We continue to believe FY27 will be a year of growth for the company and remain focused on prudent financial management, operational excellence and creating long -term value for our stakeholders.
Many of the investments we made over the last several years are beginning to create new opportunities across the business. While there will inevitably be periods of unevenness along the way, we remain confident in the direction of the company, the opportunities ahead of us and our ability to create long-term value. With that, we would be happy to take your questions.
And this is something that we have looked at in terms of sterile API manufacturing is something which Grand has established themselves as one of the key players when it comes to this specific kind of sterile manufacturing (Aspectic), which is not very prevalent, not just in India, but across the globe, too. So given their capabilities and their regulatory track record and even our capability and even our strategy of
Neuland Laboratories Limited August 05, 2026 Page 15 of 15 Saharsh Davuluri: I think our margin profile is in a fairly comfortable space, Runjhun, and I think this is a reasonable margin to expect from this business, although there is a fairly divergent set of molecules. We see molecules which are having lower margins and higher margins. So eventually, it's the mix that will determine what the average profile is.
Neuland Laboratories Limited August 05, 2026 Page 15 of 15 Saharsh Davuluri: I think our margin profile is in a fairly comfortable space, Runjhun, and I think this is a reasonable margin to expect from this business, although there is a fairly divergent set of molecules. We see molecules which are having lower margins and higher margins. So eventually, it's the mix that will determine what the average profile is.
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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