Neuland Laboratories Ltd (NSE: NEULANDLAB, BSE: 524558) ended Friday, December 19, 2025, higher as investors weighed a steady flow of corporate disclosures, the company’s strong Q2 FY26 performance, and fresh brokerage commentary pointing to a capex-led growth runway.
On the NSE, Neuland Laboratories closed at ₹16,009, after trading between ₹15,910 and ₹16,585 during the session, with reported volume of 48,655 shares. Yahoo Finance
Neuland Laboratories share price today: what moved the stock on Dec 19, 2025?
While Friday did not bring a single blockbuster announcement, Neuland’s stock action played out against a backdrop of:
- Ongoing investor engagement (recent non-deal roadshow activity and filings around analyst/institutional meetings). Moneycontrol Images
- Capex visibility—notably the company’s ₹189 crore R&D center investment approved in late November, which continues to feature prominently in market narratives around Neuland’s next phase of R&D-led scale-up. Neuland Labs
- Broker forecasts reiterating a strong medium-term growth outlook, particularly for the Custom Manufacturing Solutions (CMS/CDMO) business and longer-cycle peptide opportunities. Business Standard
Intraday quotes across market trackers clustered around the ₹15,9xx–₹16,1xx zone during the session, consistent with the final close. Moneycontrol
Latest Neuland Laboratories news as of December 19, 2025
1) Analyst / Institutional investor meeting: B&K Securities NDR (Hyderabad)
In a stock-exchange filing dated December 15, 2025, Neuland said its management would participate in a B&K Securities Non-deal roadshow (NDR) in Hyderabad on December 18, 2025, described as a group meet/one-on-one format (subject to change). Moneycontrol Images
This came shortly after a similar earlier meeting window changed course:
- Dec 6, 2025: Neuland disclosed participation in a B&K Securities NDR planned for Dec 10, 2025. Business Standard
- Dec 9, 2025: The company then filed a cancellation for the Dec 10 meeting. Business Standard
These are standard governance disclosures, but they matter for sentiment: active investor access often coincides with periods of heightened institutional attention.
2) R&D capex: ₹189 crore for a new R&D center at Genome Valley
In a Regulation 30 disclosure dated November 28, 2025, Neuland reported that its board approved capex of ₹189 crore to set up a new Research & Development (R&D) Center at its leased premises in Genome Valley, Hyderabad. The filing describes the plan as relocating the existing R&D center (about 0.45 lakh sq ft) into a larger “state-of-the-art” built-up area of about 1.35 lakh sq ft, funded through borrowings and internal accruals. Neuland Labs
Broker commentary in December continued to frame this as strategic capacity for higher-value modalities and longer-cycle projects. Business Standard
3) Q2 FY26 performance remains a key anchor for the bull case
Neuland’s Q2 FY26 press release (dated Nov 7, 2025) reported:
- Total income:₹516.1 crore (Q2 FY26) vs ₹315.2 crore (Q2 FY25)
- EBITDA:₹156.9 crore vs ₹65.7 crore
- Profit after tax (PAT):₹96.5 crore vs ₹32.0 crore
- EBITDA margin:30.4% (vs 20.8% a year earlier) Neuland Labs
Management commentary in the release attributed momentum to CMS commercial projects and spoke to continued traction in both CDMO/CMS and generic APIs. Neuland Labs
4) Other corporate developments still in focus
Two additional corporate disclosures from FY26 continue to feature in “story-of-the-stock” summaries:
- Leadership role changes (effective Apr 1, 2026; subject to shareholder approval): the company disclosed re-designations affecting the Vice Chairman/CEO and Vice Chairman/Managing Director roles, outlining a transition period through March 31, 2026. Neuland Labs
- Commercial production of additional capacity at Unit 3: Neuland disclosed commencement of commercial production of additional capacity under its Unit 3 expansion plan in an August 2025 filing. Neuland Labs
5) Procedural filing: physical share transfer “re-lodgement” update
On December 8, 2025, Neuland filed an update on re-lodgement of transfer requests of physical shares for the month ended Nov 30, 2025, referencing SEBI’s July 2025 circular creating a special window for such re-lodgements. Business Standard
This is mainly an investor-services compliance item (not a growth trigger), but it is part of the “current disclosures” environment around the stock.
Neuland Laboratories forecasts and target prices: what analysts are projecting
Nuvama Research: “BUY” with a 12-month target of ₹22,130
A Nuvama Institutional Equities company update dated December 9, 2025 reiterated a BUY rating on Neuland with a 12-month price target of ₹22,130 (with the report noting a then-price of about ₹16,065). Business Standard
Key points highlighted in the note included:
- Management reiterated medium-term growth guidance of ~18–20% (on an FY24 base), driven by CMS molecules and improving capacity utilisation. Business Standard
- Margin expectations: EBITDA margins expected to stay around 25–30% (as cited in the note). Business Standard
- Peptides as a longer-cycle opportunity: the report discussed a commercial-scale peptide manufacturing facility (capex cited in the note as ~₹2.5 billion) and linked the opportunity to broader peptide capacity constraints, with capacity expected to come on stream in about three years. Business Standard
- R&D expansion as an enabler for pursuing newer modalities and sustaining a complex-chemistry pipeline. Business Standard
Nuvama’s model forecast in the report projected FY25–FY28E revenue/PAT CAGR of ~24%/49%, while also flagging that the stock traded at elevated forward multiples (the note referenced ~37x/34x FY27E/FY28E EPS). Business Standard
Consensus snapshot: Trendlyne’s “consensus share price target” points to ₹20,884
Trendlyne’s research aggregation page showed a Consensus Share Price Target entry dated December 19, 2025, indicating a current price around ₹15,799 and a target of ₹20,884, implying roughly ~32% upside, with the displayed stance marked “buy.” Trendlyne
Growth expectations from model-based platforms
Model-driven platforms continued to publish bullish growth expectations around Neuland’s earnings and revenue trajectory (often based on underlying analyst coverage and/or internal modelling). For example, Simply Wall St displayed forecasts of ~35.9% earnings growth and ~23.6% revenue growth per annum (page marked “last updated” Dec 9, 2025). Simply Wall St
Note: These are not stock-exchange filings and can vary widely by methodology—use them as context, not as gospel.
The core investment narrative: why Neuland remains on radar
Across company disclosures and brokerage commentary, the Neuland “stock story” into late 2025 clustered around a few big themes:
1) CMS/CDMO scale-up is doing the heavy lifting
Neuland’s Q2 FY26 results explicitly pointed to CMS commercial projects as a revenue driver, and broker commentary emphasized investor focus on CMS growth prospects. Neuland Labs
2) Capex is increasingly about capability, not just capacity
The ₹189 crore R&D center plan is framed as a capability upgrade—more space, more scope, and (in broker interpretation) a platform for expanding into higher-growth modalities over time. Neuland Labs
3) Peptides are the “option value” story
The December brokerage update discussed peptides as a long-term growth opportunity, tied to future capacity coming online in roughly a three-year timeframe. Business Standard
Key risks investors are watching
Even optimistic research notes call out real-world ways this story can wobble:
- Customer and product concentration risk (common in CDMO/CMS models)
- Innovator product risks (including litigation/LOE-linked uncertainties)
- Inventory de-stocking cycles in pharma supply chains
- Regulatory compliance risk, given the business’s reliance on regulated markets Business Standard
Bottom line on Neuland Laboratories stock on December 19, 2025
Neuland Laboratories ended Dec 19, 2025 in positive territory near ₹16,009, and the broader narrative remains intact: strong recent operating performance, visible investment into R&D capability, and broker models projecting continued growth—balanced by valuation sensitivity and execution risk in a complex, regulation-heavy industry. Trendlyne.com
