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NEULANDLAB · CDMO · PEER COMPARISONResults toJune 2026

Neuland Laboratories vs Anthem, Blue Jet, Cohance and 7 other listed Indian CDMO stocks

Every listed Indian CDMO company covered here — Anthem, Blue Jet, Cohance, Divi's, Gland, Laurus, Piramal Pharma, Sai Life, Shilpa, Syngene — against Neuland, on the same numbers from the same filings. Click a column to rank by it. Tick up to three and press Compare for the full side-by-side.

01

All 11 at a glanceFY26 · prices 22 Sept 2026

Company
1₹248.3k Cr96.7×12.8%32.6%21.5%0.9×0.0×53.5%
2₹108.3k Cr121.9×22.7%26.2%18.0%2.1×0.5×122.0%
3₹50.1k Cr84.6×15.2%39.3%29.6%0.9×0.0×7.3%
4₹48.1k Cr46.8×14.5%25.3%14.9%1.2×0.0×44.8%
5₹33.9k Cr97.2×29.4%28.8%19.2%1.8×0.1×83.1%
vs6Neuland₹28.9k Cr79.3×37.0%28.7%26.6%1.0×0.2×47.3%
7₹27.9k Crn/m-3.1%10.4%1.2%n/m0.7×3.7%
8₹20.2k Cr83.0×19.9%28.3%11.4%1.7×0.3×152.5%
9₹17.3k Cr96.6×-13.0%18.8%5.8%1.4×0.1×-49.8%
10₹15.2k Cr48.0×2.6%24.6%8.7%2.4×0.1×-42.4%
11₹10.2k Cr41.1×-8.0%31.0%26.5%0.9×0.0×-12.2%
1 of 3 — Divi's

Market cap, P/E and the 12-month return move with the market and are dated to the last close. Every other column is the last full financial year. n/m — loss-making, so the multiple means nothing. A dash means not recorded, which is not the same as nil.

02

Neuland Laboratories vs Divi's: the numbers

MetricNEULANDLABDIVISLAB
What you pay22 Sept 2026
Share price₹22,550.00₹9,352.00
Market cap₹28,864 Cr₹2,48,296 Cr
P/E79.30×96.69×
P/B15.40×14.81×
P/S14.27×23.51×
12-month return47.3%53.5%
SizeFY26
Revenue₹2,023 Cr₹10,560 Cr
PAT₹364 Cr₹2,568 Cr
Net worth₹1,874 Cr₹16,761 Cr
Gross block₹1,177 Cr₹6,528 Cr
GrowthFY26
Revenue growth37.0%12.8%
Revenue CAGR (3y)19.3%10.8%
PAT CAGR (3y)30.6%12.1%
What it keepsFY26
EBITDA margin28.7%32.6%
PAT margin18.0%24.3%
ROCE26.6%21.5%
ROE19.4%15.3%
CFO / PAT (3y)1.00×0.89×
What it owesFY26
Net debt₹-54 Cr₹-3,407 Cr
Debt / equity0.16×0.00×
CWIP₹211 Cr₹2,113 Cr
Debtor days98 days103 days
Who owns itFY26
Promoter holding32.6%51.9%
Institutional holding37.6%39.6%

Every figure comes from the same filings the company pages are built from. A dash means the figure is not recorded, which is not the same as nil.

03

What Neuland and Divi's do

Neuland

Neuland makes the active ingredient inside other companies' medicines, and does it twice over — more than a hundred generic APIs it developed itself, and molecules made exclusively for innovators to the innovator's own process. The second arm has quietly taken the company over: 45% of revenue a year ago, 68% in the June quarter. Eighteen cleared US FDA inspections, eighty countries served.

Divi's

Divi's makes the active ingredients inside medicines. Half the business supplies generic drug makers at very large scale; the other half is custom synthesis, making patented molecules to order for the companies that invented them. Plants in Andhra Pradesh and Telangana, selling mostly to Europe and America, on half as much revenue again as its nearest listed rival.

04

What they have built, and what is coming

Neuland

Entirely built; there is not an acquisition in the accounts. It spent ₹423 crore last year and lifted the plant base 23% to ₹1,177 crore, with work in progress going from ₹48 crore to ₹211 crore — a peptide facility, new research capacity, and ₹196 crore newly approved for Unit-1. Of ₹1,460 crore sanctioned over thirteen quarters, ₹870 crore is spent.

Divi's

Gross fixed assets rose 20% last year, with three major capital programmes close to finishing and under regulatory validation, and a new site at Kakinada doing backward-integration work while it waits to be qualified for commercial supply. There are no acquisitions and two subsidiaries. Peptides are the main area of investment, with capacity being added in both solid-phase and liquid-phase synthesis.

05

Who runs them

Neuland

A family company that has just handed over inside the family. Founder Dr Davuluri Rama Mohan Rao is executive chairman; his sons hold the other two senior seats, Sucheth Rao moving to executive vice-chairman and Saharsh Rao taking over as chief executive. Three of eight board seats, the other five independent — and the family owns 32.6%, far less than at Divi's or Anthem. The three took ₹42.3 crore between them, up 40% in a year profit rose 40%.

Divi's

Founder Dr Murali K. Divi remains managing director, his son Dr Kiran S. Divi is chief executive and his daughter Nilima Prasad Divi is commercial director — the three senior operating roles held by one family, which owns 51.88% of the shares. Six independent directors sit alongside them. The family takes ₹224 crore of pay, about 9% of profit, and ₹347 crore of dividend on the stake it owns.

06

What management actually said

Neuland

Ninety-nine contract projects were live against 98 a year earlier, and nineteen in commercial supply in both years — while segment revenue went from ₹133 crore to ₹438 crore. Almost nothing new was won; the existing orders got much bigger.

Q1 FY27 investor presentation

Management's own illustration of lumpiness: a single molecule worth ₹200 crore in a year the customer is launching, and ₹50 crore in a year it is not.

Q1 FY27 investor presentation
Divi's

Custom synthesis rose sharply in the June quarter — before the three big expansion projects have contributed anything.

Q1 FY27 earnings call

Long-term contracts for iodine-based contrast media are being signed with two customers, one already in commercial supply.

Q1 FY27 earnings call
06

If you had bought a year ago

Neuland₹1,47,328+47%
Divi's₹1,53,500+54%

Closing prices to 22 Sept 2026, adjusted for bonuses and splits. Dividends are not counted. This is what happened, not what will.

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