Neuland Laboratories Limited has informed the Exchange about Investor Presentation
NEULANDLAB · price
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Neuland Labs reported a weak FY25 with total income declining 4.7% YoY to Rs. 1,497.3 crore and EBITDA falling 27.8% to Rs. 342.8 crore, pulling EBITDA margin down 730 bps to 22.9%. Q4FY25 was sharper, with revenue down 14% YoY to Rs. 335.8 crore and EBITDA halving to Rs. 58.2 crore as margin compressed 1,140 bps to 17.3%. PAT for FY25 fell 13.4% to Rs. 259.4 crore, while the company remained net cash positive at Rs. 228.7 crore and generated Rs. 111 crore of free cash flow. Management said the decline was in line with the outlook given at the start of FY25 and expressed confidence in a growth resumption in FY26, citing the CMS order book of 511 active projects and an ongoing Rs. 254 crore capex to scale up peptide capacity.
Near-term pain is visible in sharply lower margins and earnings, which may weigh on the stock in the short term. However, the net cash balance sheet, healthy CMS project pipeline, and meaningful peptide capacity expansion provide a reasonable long-term growth runway, so patient investors may see the current weakness as a phase rather than a structural issue.