{"id":129446,"date":"2022-05-11T06:39:41","date_gmt":"2022-05-11T10:39:41","guid":{"rendered":"https:\/\/44.250.171.167\/?p=129446"},"modified":"2022-10-06T03:25:54","modified_gmt":"2022-10-06T07:25:54","slug":"neuland-laboratories-limited-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/neuland-laboratories-limited-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Neuland Laboratories Limited Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/SoKfArytP_s?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=en-US&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<p><strong>Key highlights from Neuland Laboratories Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/NEULANDLAB\/\">NEULANDLAB<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>NEULANDLAB said its capex plan is on track and expects CMS segment to perform well and also help the company to improve its future realizations.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Ankush Mahajan asked about the reason for low growth for CMS business YoY with demand being very high. Saharsh Davuluri VC MD replied that one of the reason the growth is only 5% is because the company has had an offset due to the de-growth of one of the largest CMS molecules this year.<\/li>\n<\/ul>\n<ul>\n<li>Keshav Kumar asked that to make the company\u2019s development efficiency more robust for the CMS vertical, if NEULANDLAB is looking for any translational technologies. Saharsh Davuluri VC MD answered that translational technologies is not something that the company could use. NEULANDLAB uses modern technologies.<\/li>\n<\/ul>\n<ul>\n<li>Jatin Kumar asked about revenue or margin guidance for FY23. Saharsh Davuluri VC MD replied that from a business perspective, the general outlook for FY23 is looking healthy. And NEULANDLAB expects to have growth in terms of both CMS and GDS.<\/li>\n<\/ul>\n<ul>\n<li>Ankush Mahajan asked about the outlook for CMS business for FY23. Saharsh Davuluri VC MD said that specifically for the CMS business, for the company getting molecules into commercialization is a very important milestone. NEULANDLAB do expect to see the business grow, but are not really able to give any guidance.<\/li>\n<\/ul>\n<ul>\n<li>Prashant K asked if the ongoing supply chain issues are going to affect the company in FY23 also. Sucheth Davuluri VC CEO answered that there&#8217;s a lot of uncertainty coming out of the whole Russia\/Ukraine conflict as well as what&#8217;s happening in China. So there&#8217;s definitely a challenge caused by the supply chain issues for FY23.<\/li>\n<\/ul>\n<ul>\n<li>Ankush Mahajan asked when could the company get the lost business of the INR50-60 crores in the CMS business back. Saharsh Davuluri VC MD replied that the company doesn\u2019t know for sure, because there are certain circumstances that have led to that business not coming for NEULANDLAB. So at this point, the company doesn\u2019t know much.<\/li>\n<\/ul>\n<ul>\n<li>Keshav Kumar asked the reason to stop pursuing octreotide. Saharsh Davuluri VC MD answered that one of the main reasons was the lack of commercial interest. But with octreotide, NEULANDLAB has a fully developed process in the lab. And in case there&#8217;s any further interest, the company can always take it up.<\/li>\n<\/ul>\n<ul>\n<li>Prashant K asked if any patents are going to expire in FY23. Saharsh Davuluri VC MD said that on CMS molecules patents, the company doesn\u2019t expect any patents to expire this year. The patents are at least 5-6 years away. On the generic patent expiry, NEULANDLAB do have molecules such as apixaban, paliperidone and salmeterol where some specific patents are expiring.<\/li>\n<\/ul>\n<ul>\n<li>Saneeth Majumdar enquired if there are any new product launches planned in FY23. Sajeev Emmanuel Medikonda replied that the company has certain products expanding in different markets like, apixaban in certain geographies in Europe, paliperidone scheduled for launch in certain markets and rivaroxaban.<\/li>\n<\/ul>\n<ul>\n<li>Pramesh Parikh asked about Unit 3, if it\u2019s operational and currently at what capacity it operates in terms of percentage. Sucheth Davuluri VC CEO replied that the company commercialized it last year and as of now, it is operating at roughly around 40% operating efficiencies. And generated close to INR80 crores plus of revenue from Unit 3 in FY21.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Neuland Laboratories Limited (NEULANDLAB) Q4 FY22 Earnings Concall Management Update: NEULANDLAB said its capex plan is on track and expects CMS segment to perform well and also help the company to improve its future realizations. Q&amp;A Highlights: Ankush Mahajan asked about the reason for low growth for CMS business YoY with demand [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5747],"tags":[1115],"class_list":["post-129446","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-healthcare-stocks","tag-pharmaceuticals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":143230,"url":"https:\/\/alphastreet.com\/india\/neuland-laboratories-limited-q3-fy23-earnings-conference-call-insights\/","url_meta":{"origin":129446,"position":0},"title":"Neuland Laboratories Limited Q3 FY23 Earnings Conference Call Insights","author":"Praveen","date":"March 10, 2023","format":false,"excerpt":"Key highlights from Neuland Laboratories Limited (NEULANDLAB) Q3 FY23 Earnings Concall Management Update: [00:05:35] NEULANDLAB said its raw material prices are becoming more stable and there has been significant revenue growth from both specialty and commercial products in the CMS business. [00:07:19] NEULANDLAB\u2019s Unit III operations have ramped up and\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":175480,"url":"https:\/\/alphastreet.com\/india\/neuland-laboratories-limited-neulandlab-q2-2025-earnings-call-transcript\/","url_meta":{"origin":129446,"position":1},"title":"Neuland Laboratories Limited (NEULANDLAB) Q2 2025 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"Neuland Laboratories Limited (NSE: NEULANDLAB) Q2 2025 Earnings Call dated Nov. 06, 2024 Corporate Participants: Ravi Udeshi \u2014 Investor Relations Abhijit Majumdar \u2014 Chief Financial Officer Saharsh Davuluri \u2014 Vice Chairman and Managing Director Sucheth Davuluri \u2014 Vice Chairman and Chief Executive Officer Analysts: Shyam Srinivasan \u2014 Analyst Amlan Das\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":180169,"url":"https:\/\/alphastreet.com\/india\/neuland-laboratories-q3-fy26-profit-plunges-60-yoy-despite-revenue-growth\/","url_meta":{"origin":129446,"position":2},"title":"Neuland Laboratories Q3 FY26 Profit Plunges 60% YoY Despite Revenue Growth","author":"Staff Correspondent","date":"February 9, 2026","format":false,"excerpt":"Neuland Laboratories Limited (NSE: NEULANDLAB) released its third-quarter earnings for fiscal year 2026 on February 9, presenting a classic case of the \"CDMO volatility\" that often tests investor patience. While the company posted a healthy 10.5% year-on-year revenue growth, the headline net profit appeared to crash by nearly 60%, a\u2026","rel":"","context":"In &quot;Analysis&quot;","block_context":{"text":"Analysis","link":"https:\/\/alphastreet.com\/india\/category\/stock-analysis\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":141813,"url":"https:\/\/alphastreet.com\/india\/neuland-laboratories-limited-neulandlab-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":129446,"position":3},"title":"Neuland Laboratories Limited (NEULANDLAB) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"February 15, 2023","format":false,"excerpt":"Neuland Laboratories Limited (NSE:NEULANDLAB) Q3 FY23 Earnings Concall dated Feb. 14, 2023. 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Suresh\u00a0--\u00a0Burrams Financials -- Analyst Sajal Kapoor\u00a0--\u00a0Independent Investor --\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":145900,"url":"https:\/\/alphastreet.com\/india\/neuland-laboratories-limited-neulandlab-q4-fy23-earnings-concall-transcript\/","url_meta":{"origin":129446,"position":4},"title":"Neuland Laboratories Limited (NEULANDLAB) Q4 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"May 11, 2023","format":false,"excerpt":"Neuland Laboratories Limited (NSE:NEULANDLAB) Q4 FY23 Earnings Concall dated May. 11, 2023. 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Analysts: Unidentified Participant Vivek Patel \u2014 Analyst Shyam Srinivasan \u2014\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/129446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=129446"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/129446\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=129446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=129446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=129446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}