Neuland Laboratories Q2 FY26 Earnings Call Transcript
Neuland Laboratories announced Q2 FY26 results with a 63.7% increase in total income to ₹516 crore. EBITDA stood at ₹156.9 crore. The company expects strong growth in FY26 and commercialization of another molecule soon.
The positive financial results and future growth prospects suggest a medium impact on the company's stock and investor confidence.
The announcement highlights positive financial results, including a significant increase in total income and profit after tax. The company also expresses optimism about future growth and the progress of its peptide facility.
* Neuland Laboratories Limited announced the transcript of the earnings call conducted on November 7, 2025, for the quarter and half year ended September 30, 2025. * The total income for Q2 FY26 was ₹516 crore, a 63.7% increase compared to ₹315 crore in the same period last year. * EBITDA stood at ₹156.9 crore with a margin of 30.4%. * Profit after tax was ₹96.5 crore, compared to ₹32 crore in Q2 FY25, with an EPS of ₹75.18 per share. * The company saw some deterioration in working capital due to higher inventories and uneven order flow, with working capital at 155 days of sales. * Net debt stands at negative ₹6.6 crore. * CAPEX for the quarter was ₹91 crore and ₹170.7 crore for the six months. * The company expects FY26 to show good growth and remains optimistic about the future. * Management expects commercial shipments of another molecule to start soon. * The peptide facility is progressing according to plan and is expected to be completed in the next financial year. * Revenues this quarter are at an all-time high, primarily driven by the company's top two commercial CMS molecules. * The company filed for one DMF during the quarter. * The GDS business saw good contributions from products like Ezetimibe and Mirtazapine. * The company is building a four-module large-scale peptide facility. Module-1 is expected to be ready and operational by the next financial year.
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