Net profit for the period decreased by 59% from last year to ₹27.8 crore. Revenue for the quarter stood at ₹328 crore, which is a decline of 15% from ₹385 crore it had reported during the year-ago quarter.
Neuland’s EBITDA for the quarter also fell 52% on a year-on-year basis to ₹51.1 crore, while margins contracted to 16% from 27.8% last year.
|
Q4FY25 |
Q3FY25 |
Q4FY24 |
QoQ |
YoY |
|
|
REVENUE |
328.4 |
398.0 |
385.0 |
-18% |
-15% |
|
OPEX |
277.3 |
311.4 |
278.1 |
-11% |
0% |
|
EBITDA |
51.1 |
86.6 |
106.9 |
-41% |
-52% |
|
MARGINS |
16% |
22% |
27.8% |
-29% |
-44% |
|
PROFIT |
27.8 |
101.6 |
67.6 |
-73% |
-59% |
|
EPS |
21.67 |
79.18 |
52.66 |
-73% |
-59% |
The company saw a decline in topline revenue in FY25 compared to FY24. It also reported a decline in operating margins in line with initial expectations for the year.
CMS revenues stood at ₹637 crore, driven mainly by commercial-stage molecules. Despite the revenue decline, the customer base has widened.
Neuland Laboratories expects its growth trajectory to resume in FY26 and says it continues to have visibility on both its short- and long-term growth outlook.
Global brokerage firm Goldman Sachs has a ‘Buy’ rating on Neuland Labs, with a price target of ₹14,775.
The brokerage expects the topline to accelerate by around 30% year-on-year in FY26E, driven by monetisation of the expanded Unit III to support higher supplies; commercialisation of Cobenfy and a potential fourth molecule; and the launch/approval of newer niche molecules in the Specialty API segment.
Only two analysts have coverage on Neuland Laboratories and both have ‘Buy’ recommendations on the stock.
Shares of Neuland Laboratories are off the lows of the day but are still trading 7.29% lower at ₹11,005. The stock is down 23% in 2025 so far.
First Published: May 16, 2025 10:05 AM IST
