Latest news with #NeulandLaboratories
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Business Standard
28-05-2025
- Business
- Business Standard
Mukul Agrawal portfolio stock soars 30% in 2 days; zooms 99% in 18 days
ASM Technologies share price today ASM Technologies share price hit a record high today, at ₹2,644 per share on the BSE, as it rallied 18 per cent in Wednesday's intraday trade in an otherwise weak market. In the past two days, the stock price of the company, engaged in design-led manufacturing in the semiconductor and automotive industries, has zoomed 30 per cent. Since May 2, that is in the past 18 trading days, ASM Technologies shares have skyrocketed 99 per cent from a level of ₹1,330.20 which it touched on the BSE. At 10:24 AM, ASM Technologies share price was trading 9 per cent higher at ₹2,454.60 as compared to 0.24 per cent decline in the BSE Sensex. Ace Investor Mukul Mahavir Agrawal held 762,500 equity shares, representing 6.48 per cent stake in ASM Technologies, at the end of the March 2025 quarter, shareholding pattern data shows. As per the latest corporate shareholdings filed, Mukul Agrawal publicly holds 60 stocks with a net worth of over ₹6,210.6 crore, as per Mukul Agrawal held stake in Neuland Laboratories, BSE Ltd, Radico Khaitan, Nuvama Wealth Management, and PTC Industries. Strong Q4 results For the January to March 2025 quarter (Q4FY25), ASM Technologies reported consolidated profit after tax (PAT) of ₹15.35 crore on the back of strong operational performance. The company had posted net loss of ₹3.4 crore in the year-ago quarter. Revenue from operations more-than-doubled to ₹114.50 crore from ₹44.59 crore. Allotment of equity shares pursuant to conversion of warrants The company's board, on April 29, 2025, approved the allotment of 800,000 fully paid-up equity shares of face value ₹10 each at an issue price of ₹470.70 per equity share (including a premium of ₹460.70 per equity share). Sector Outlook The outlook for the Engineering Research & Development (ER&D) sector in India is optimistic, with projected growth driven by advancements in digital engineering and sustainability initiatives. By 2030, the industrial ER&D spend is expected to reach $250-280 billion, growing at a CAGR of 8-9 per cent. As per Nasscom report, key growth drivers include the increased adoption of automation, robotics, and AI-enhanced analytics. In addition, the focus on developing integrated product-service solutions is expected to contribute significantly to the sector's expansion as companies look to offer comprehensive solutions that enhance customer experience and operational efficiency, ASM Technologies had said in its FY24 annual report. There are abundant opportunities in the ER&D sector, particularly in areas like industrial IoT, digital twins, and automation. The demand for data-driven solutions drives companies to invest heavily in ER&D to optimise factory operations and improve product design through cross-functional collaboration. About ASM Technologies With over three decades of experience, ASM Technologies has been supporting customers in the areas of Engineering Design led Manufacturing. ASM has multiple delivery locations in India with a global presence in USA, Singapore, UK, Canada, Japan, Thailand and Mexico. The company's Global Delivery Model and core competencies consider the changing economic scenarios as an opportunity to provide greater value to existing clients and add new clients. The company's specific industry, domain, and technology expertise allows it to facilitate business transformation for its clients through innovative strategies and solutions.
Time of India
17-05-2025
- Business
- Time of India
Will Neuland Laboratories recover after a 7% stock drop and plummeting profits?
MUMBAI: Neuland Laboratories , one of the Dalal Street favourites in the recent bull run, tumbled almost 7% on Friday, extending losses to the third straight session, as the company's strong guidance failed to douse investor concerns over the 59% drop in its profit after tax in the fourth quarter. 'The increase in operating costs and reduced sales volumes led to Neuland shares falling today,' said Prathamesh Masdekar, research analyst, Stoxbox. ' The concern about operating costs has been ongoing since the last two quarters.' Masdekar said that while the company guided for better growth in FY26, the company's peers have reported better results and promising guidance as well. Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villas For Sale in Dubai Might Surprise You Villas In Dubai | Search Ads Get Quote Undo The stock, which slumped as much as 11% during the session, closed at Rs 11,040. Last week, Neuland shares fell nearly 13%.
Business Standard
16-05-2025
- Business
- Business Standard
Neuland Labs drops after Q4 PAT slumps 59% YoY to Rs 28 cr
Neuland Laboratories declined 5.89% to Rs 11,171.10 after the company's consolidated net profit tumbled 58.8% to Rs 27.81 crore on 14.7% fall in revenue from operations to Rs 328.36 crore in Q4 FY25 over Q4 FY24. On quarter on quarter (QoQ) basis, the company's net profit declined 72.63% while revenue fell 17.5% in Q4 FY25. Profit before tax (PBT) dropped 57.4% YoY and 69.24% QoQ to Rs 39.30 crore in Q4 FY25. During the quarter EBITDA stood at Rs 58.2 crore, registering de-growth of 48.1% compared with Rs 112.2 crore posted in the same quarter last year. EBITDA margin reduced 1,140 bps to 17.3% in Q4 FY25 as against 28.7% in Q4 FY24. Total expenses fell 0.55% to Rs 296.52 crore in Q4 FY25 as compared with Rs 298.16 crore in Q4 FY24. Cost of material consumed stood at Rs 141.24 crore (down 19.28% Yoy), employee benefit expenses were at Rs 66.45 crore (down 6.35% YoY), finance cost stood at Rs 2.34 crore (down 35% YoY), while manufacturing expenses stood at Rs 45.09 crore (up 3.09% YoY ) during the period under review. On full year basis, the companys consolidated net profit declined 13.3% to Rs 260.11 crore on 5.2% fall in revenue from operations to Rs 1,476.84 crore in FY25 over FY24. Sucheth Davuluri, vice-chairman and chief executive officer of the company said, We saw marginal decrease in topline in FY25 as compared to FY24, which is further reflected in terms of the decline in operating margins. Nevertheless, these results are in line with our initial outlook at the start of the year regarding our expectations for FY25. During the course of the year we have committed to making investments which will significantly drive our growth in the medium and long term. Neuland continues to be recognized for its capabilities and quality track record, and we have good visibility on short and long term growth. Saharsh Davuluri, vice chairman and managing director, Neuland Laboratories added, The CMS revenues of Rs 637 crore were largely driven by molecules in the commercial segment. Even though the revenues have declined this year, we continue to see good traction in business from a wider range of customers Our peptide investment plan is on track. We continue to garner more projects in this space which further validates our excitement about the opportunities that the segment holds. At an overall level, we have molecules in our portfolio which are currently at the take off stage, therefore we expect our growth trajectory to resume in FY26. Meanwhile, the companys board recommended payment of final dividend of Rs 12 per share on a face value of Rs 10 each, for the financial year 2024-25. The dividend will be paid on or after five days from the date of declaration of the final dividend by the shareholders at the 41st Annual General Meeting (AGM). The company has fixed the record date as 18 July 2025. The companys board has approved the convening of the 41st AGM of the shareholders on Wednesday, July 30, 2025. Neuland Laboratories is a pharmaceutical manufacturer providing active pharmaceutical ingredients (APIs), complex intermediates, and custom manufacturing solutions to customers in approximately 80 countries.
Yahoo
16-05-2025
- Business
- Yahoo
Neuland Laboratories Ltd (BOM:524558) Q4 2025 Earnings Call Highlights: Navigating Challenges ...
Release Date: May 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Neuland Laboratories Ltd (BOM:524558) has commercialized a new production block in Unit 3, which is expected to boost revenue momentum in the latter half of FY 526. The company has a strong reputation in the CDMO business, which is attracting increased interest from customers looking to partner for innovative medicines. Neuland Laboratories Ltd (BOM:524558) has invested in capacity building for existing and new molecules, indicating a commitment to future growth. The company has a negative net debt position, reflecting strong financial management and a focus on optimizing working capital. There is a healthy pipeline of CMS projects, with expectations of commercializing new molecules in FY 526, which could drive future growth. Total income decreased by 14% year-on-year, indicating a challenging financial performance for the quarter. Gross margins have declined from 58.8% in Q4 FY 524 to 56.3% in Q4 FY 525, impacting profitability. The CMS segment experienced a significant downturn in FY 525 due to the natural life cycle of products, affecting overall revenue. The company faces uncertainties related to US tariffs, which could impact revenue from its significant US market exposure. Neuland Laboratories Ltd (BOM:524558) has not provided specific guidance on future growth, citing the inherent variability and unpredictability of its business. Q: What was the rationale behind the large CapEx for peptides and unit 3, given the low capacity utilization? A: The CapEx was dedicated to peptides in unit 1, not unit 3. The investment is directed towards creating large-scale manufacturing capabilities, which currently do not exist at Neuland. (Unidentified_4, Vice Chairman and Managing Director) Q: What could be the potential impact of US tariffs, given that 40% of revenue comes from the US? A: There is no clarity on tariffs at the moment. If imposed, they might be passed on to customers and eventually to patients. The revenue from the US is a mix of GDS and CMS segments. (Unidentified_4, Vice Chairman and Managing Director) Q: Can you provide some qualitative color on growth expectations for FY26 over FY24? A: We expect growth in FY26, with more growth coming from CMS due to new molecules. However, we do not provide quantitative guidance. (Unidentified_4, Vice Chairman and Managing Director) Q: How should we view margins in the future, considering past performance? A: Margins in FY24 were highly optimized. While FY25 margins were suboptimal, we expect them to improve, though not necessarily to FY24 levels. (Unidentified_4, Vice Chairman and Managing Director) Q: What caused the sharp revenue decline in specialty molecules in the GDS segment? A: The decline was due to uneven volumes of small-volume products, particularly ophthalmic products, which can lead to variability in certain quarters. (Unidentified_8, Head Corporate Planning and Strategy) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Standard
15-05-2025
- Business
- Business Standard
Neuland Laboratories consolidated net profit declines 58.84% in the March 2025 quarter
Sales decline 14.71% to Rs 328.36 crore Net profit of Neuland Laboratories declined 58.84% to Rs 27.81 crore in the quarter ended March 2025 as against Rs 67.56 crore during the previous quarter ended March 2024. Sales declined 14.71% to Rs 328.36 crore in the quarter ended March 2025 as against Rs 385.01 crore during the previous quarter ended March 2024. For the full year,net profit declined 13.32% to Rs 260.11 crore in the year ended March 2025 as against Rs 300.08 crore during the previous year ended March 2024. Sales declined 5.24% to Rs 1476.84 crore in the year ended March 2025 as against Rs 1558.58 crore during the previous year ended March 2024. Particulars Quarter Ended Year Ended Mar. 2025 Mar. 2024 % Var. Mar. 2025 Mar. 2024 % Var. Sales 328.36385.01 -15 1476.841558.58 -5 OPM % 15.5627.77 - 21.8929.68 - PBDT 56.19108.66 -48 335.48461.14 -27 PBT 39.3092.20 -57 269.93401.44 -33 NP 27.8167.56 -59 260.11300.08 -13
