Nobody talks about Mukul Agrawal. His portfolio does - He buys the story before Dalal Street writes it #BSE 267% #NEULANDLAB 2x #PEARLGLOBAL 2x #SARDAEN 2x #HINDRECT 165% #INFOBEANS 97% in 6 weeks Now quietly adding #SUDEEPPHARMA API excipients — 32% revenue CAGR — China 1 beneficiary High OPM, FDA compliant, niche positioning If the pattern holds — this one's worth watching

8. #NEULANDLAB

Top sectors Power-Wiring:POLYCAB,RRKABEL,KEI Consumption-Jewelry:THANGAMAYL,GOLDIAM,TBZ Healthcare-Pharma:INDOCO,NEULANDLAB,SHILPAMED,SPARC,SUVEN,MARKSANS,BLUEJET,JBCHEPHARM,INDSWFTLAB,CAPLIPOINT,MOREPENLAB,NGLFINE,SUPRIYA,EMCURE,VENUSREM,SENORES,SOLARA

Best 100 performing stocks over the last 3 years, with highest CAGR - CUPID = 278.92% VMARCIND = 192.33% V2RETAIL = 188.48% GVT&D = 185.28% BSE = 175.15% SKYGOLD = 152.93% SIGMAADV = 140.96% JSLL = 130.07% WEBELSOLAR = 130.03% APOLLO = 128.75% SHAILY = 124.86% GALLANTT = 124.83% WOCKPHARMA = 123.57% POWERINDIA = 111.18% INA = 109.74% MCX = 108.57% PICCADIL = 106.67% FORCEMOT = 102.37% TARIL = 101.62% ANANDRATHI = 100.89% BBOX = 99.27% SGMART = 97.26% THANGAMAYL = 96.6% AIIL = 96.07% GRWRHITECH = 95.41% SHILCTECH = 88.43% PGIL = 84.75% PTCIL = 83.14% POCL = 83.02% HBLENGINE = 82.61% GMRP&UI = 82.22% ASHAPURMIN = 80.85% BLISSGVS = 80.45% NEULANDLAB = 80.34% GVPIL = 80.02% TDPOWERSYS = 79.4% STAR = 78.67% LLOYDSENT = 77.78% STLTECH = 77.04% SHAKTIPUMP = 76.81% GABRIEL = 76.75% ACUTAAS = 75.07% GRSE = 74.84% COCHINSHIP = 74.33% HSCL = 73.27% IIFLCAPS = 73% IMFA = 72.76% WELCORP = 72.27% MANORAMA = 72.14% MOTILALOFS = 71.72% LLOYDSME = 71.7% PRECWIRE = 71.55% CEINSYS = 70.23% AXISCADES = 70.05% LUMAXTECH = 69.72% APARINDS = 69.61% MAZDOCK = 68.83% WAAREERTL = 68.77% SCHNEIDER = 68.42% SOLARINDS = 68.01% HUBTOWN = 67.51% NATIONALUM = 67.3% GOKULAGRO = 67.02% HINDCOPPER = 66.78% SHRIPISTON = 66.39% BHEL = 66.19% KIRLOSENG = 65.54% SHILPAMED = 65.41% JAIBALAJI = 65.27% INDRAMEDCO = 64.88% TSFINV = 64.86% KPEL = 64.7% SARDAEN = 64.5% NAM-INDIA = 64.48% BANCOINDIA = 64.19% SKIPPER = 62.49% JAYNECOIND = 62.33% ZENTEC = 61.38% LAURUSLABS = 60.93% ADANIPOWER = 60.91% SUZLON = 60.61% AVL = 60.28% BALUFORGE = 59.58% GMDCLTD = 58.58% NAVA = 58.17% MTARTECH = 57.94% GODFRYPHLP = 57.89% ASTRAMICRO = 57.67% ARVIND = 57.59% MANINDS = 56.7% AMBER = 55.71% GPIL = 55.42% TVSHLTD = 55.38% SJS = 55.17% SUPRIYA = 54.64% CARTRADE = 53.7% VIJAYA = 52.03% PARAS = 51.85% HUDCO = 51.69%

Top sectors Healthcare-Pharma:INDOCO,NEULANDLAB,SHILPAMED,SUVEN,MARKSANS,BLUEJET,AJANTPHARM,LAURUSLABS,JBCHEPHARM,CAPLIPOINT,IPCALAB,SUPRIYA,BLISSGVS,TORNTPHARM,VENUSREM,GLAND,SENORES,SOLARA,ZYDUSLIFE Healthcare-Hospitals:FORTIS,KIMS,ASTERDM

#neulandlab - looks good on all timeframes. Do you like it?

#Solara Long long way to go for the patient. I was impatient and naive with #Neulandlab a few years back. Not with Solara

The decoupling thesis was already tightening before this. GRANULES ₹766 (no move today), SENORES ₹1092 ( 8.4%), NEULANDLAB ₹17,200 ( 1.4%) , all three sit in the US pharma exports cohort and all three were holding structure through last week's crude shock. The Pentagon list accelerates what was already structurally moving. I keep watching whether the order-flow data confirms the CRDMO capability claim or if it's still a positioning trade.

🇺🇸 Pentagon names WuXi AppTec on Chinese military-linked firms list Indian CDMO stocks may benefit from China 1 shift: 1️⃣ Divi's Lab: Global leader in custom synthesis and peptide manufacturing 2️⃣ Syngene: End-to-end discovery, development and manufacturing platform 3️⃣ Sai Life Sciences: Pure-play CRDMO with strong innovator pharma exposure 4️⃣ Piramal Pharma: Large CDMO platform with significant US/EU presence 5️⃣ Neuland Lab: Strong complex API and custom manufacturing capabilities 👉🏻 Any shift in pharma outsourcing away from Chinese suppliers could create opportunities for Indian CDMO and CRDMO players #DIVISLAB #SYNGENE #SAILIFE #PPLPHARMA #NEULANDLAB

AGI NEULANDLAB SGFIN CHECKING DAILY CHART 📊✅🟢

Best 100 performing stocks over the last 3 years, with highest CAGR - CUPID = 278.92% VMARCIND = 192.33% V2RETAIL = 188.48% GVT&D = 185.28% BSE = 175.15% SKYGOLD = 152.93% SIGMAADV = 140.96% JSLL = 130.07% WEBELSOLAR = 130.03% APOLLO = 128.75% SHAILY = 124.86% GALLANTT = 124.83% WOCKPHARMA = 123.57% POWERINDIA = 111.18% INA = 109.74% MCX = 108.57% PICCADIL = 106.67% FORCEMOT = 102.37% TARIL = 101.62% ANANDRATHI = 100.89% BBOX = 99.27% SGMART = 97.26% THANGAMAYL = 96.6% AIIL = 96.07% GRWRHITECH = 95.41% SHILCTECH = 88.43% PGIL = 84.75% PTCIL = 83.14% POCL = 83.02% HBLENGINE = 82.61% GMRP&UI = 82.22% ASHAPURMIN = 80.85% BLISSGVS = 80.45% NEULANDLAB = 80.34% GVPIL = 80.02% TDPOWERSYS = 79.4% STAR = 78.67% LLOYDSENT = 77.78% STLTECH = 77.04% SHAKTIPUMP = 76.81% GABRIEL = 76.75% ACUTAAS = 75.07% GRSE = 74.84% COCHINSHIP = 74.33% HSCL = 73.27% IIFLCAPS = 73% IMFA = 72.76% WELCORP = 72.27% MANORAMA = 72.14% MOTILALOFS = 71.72% LLOYDSME = 71.7% PRECWIRE = 71.55% CEINSYS = 70.23% AXISCADES = 70.05% LUMAXTECH = 69.72% APARINDS = 69.61% MAZDOCK = 68.83% WAAREERTL = 68.77% SCHNEIDER = 68.42% SOLARINDS = 68.01% HUBTOWN = 67.51% NATIONALUM = 67.3% GOKULAGRO = 67.02% HINDCOPPER = 66.78% SHRIPISTON = 66.39% BHEL = 66.19% KIRLOSENG = 65.54% SHILPAMED = 65.41% JAIBALAJI = 65.27% INDRAMEDCO = 64.88% TSFINV = 64.86% KPEL = 64.7% SARDAEN = 64.5% NAM-INDIA = 64.48% BANCOINDIA = 64.19% SKIPPER = 62.49% JAYNECOIND = 62.33% ZENTEC = 61.38% LAURUSLABS = 60.93% ADANIPOWER = 60.91% SUZLON = 60.61% AVL = 60.28% BALUFORGE = 59.58% GMDCLTD = 58.58% NAVA = 58.17% MTARTECH = 57.94% GODFRYPHLP = 57.89% ASTRAMICRO = 57.67% ARVIND = 57.59% MANINDS = 56.7% AMBER = 55.71% GPIL = 55.42% TVSHLTD = 55.38% SJS = 55.17% SUPRIYA = 54.64% CARTRADE = 53.7% VIJAYA = 52.03% PARAS = 51.85% HUDCO = 51.69%

Best 100 performing stocks over the last 3 years, with highest CAGR - CUPID = 278.92% VMARCIND = 192.33% V2RETAIL = 188.48% GVT&D = 185.28% BSE = 175.15% SKYGOLD = 152.93% SIGMAADV = 140.96% JSLL = 130.07% WEBELSOLAR = 130.03% APOLLO = 128.75% SHAILY = 124.86% GALLANTT = 124.83% WOCKPHARMA = 123.57% POWERINDIA = 111.18% INA = 109.74% MCX = 108.57% PICCADIL = 106.67% FORCEMOT = 102.37% TARIL = 101.62% ANANDRATHI = 100.89% BBOX = 99.27% SGMART = 97.26% THANGAMAYL = 96.6% AIIL = 96.07% GRWRHITECH = 95.41% SHILCTECH = 88.43% PGIL = 84.75% PTCIL = 83.14% POCL = 83.02% HBLENGINE = 82.61% GMRP&UI = 82.22% ASHAPURMIN = 80.85% BLISSGVS = 80.45% NEULANDLAB = 80.34% GVPIL = 80.02% TDPOWERSYS = 79.4% STAR = 78.67% LLOYDSENT = 77.78% STLTECH = 77.04% SHAKTIPUMP = 76.81% GABRIEL = 76.75% ACUTAAS = 75.07% GRSE = 74.84% COCHINSHIP = 74.33% HSCL = 73.27% IIFLCAPS = 73% IMFA = 72.76% WELCORP = 72.27% MANORAMA = 72.14% MOTILALOFS = 71.72% LLOYDSME = 71.7% PRECWIRE = 71.55% CEINSYS = 70.23% AXISCADES = 70.05% LUMAXTECH = 69.72% APARINDS = 69.61% MAZDOCK = 68.83% WAAREERTL = 68.77% SCHNEIDER = 68.42% SOLARINDS = 68.01% HUBTOWN = 67.51% NATIONALUM = 67.3% GOKULAGRO = 67.02% HINDCOPPER = 66.78% SHRIPISTON = 66.39% BHEL = 66.19% KIRLOSENG = 65.54% SHILPAMED = 65.41% JAIBALAJI = 65.27% INDRAMEDCO = 64.88% TSFINV = 64.86% KPEL = 64.7% SARDAEN = 64.5% NAM-INDIA = 64.48% BANCOINDIA = 64.19% SKIPPER = 62.49% JAYNECOIND = 62.33% ZENTEC = 61.38% LAURUSLABS = 60.93% ADANIPOWER = 60.91% SUZLON = 60.61% AVL = 60.28% BALUFORGE = 59.58% GMDCLTD = 58.58% NAVA = 58.17% MTARTECH = 57.94% GODFRYPHLP = 57.89% ASTRAMICRO = 57.67% ARVIND = 57.59% MANINDS = 56.7% AMBER = 55.71% GPIL = 55.42% TVSHLTD = 55.38% SJS = 55.17% SUPRIYA = 54.64% CARTRADE = 53.7% VIJAYA = 52.03% PARAS = 51.85% HUDCO = 51.69%

Best 100 performing stocks over the last 3 years, with highest CAGR - CUPID = 278.92% VMARCIND = 192.33% V2RETAIL = 188.48% GVT&D = 185.28% BSE = 175.15% SKYGOLD = 152.93% SIGMAADV = 140.96% JSLL = 130.07% WEBELSOLAR = 130.03% APOLLO = 128.75% SHAILY = 124.86% GALLANTT = 124.83% WOCKPHARMA = 123.57% POWERINDIA = 111.18% INA = 109.74% MCX = 108.57% PICCADIL = 106.67% FORCEMOT = 102.37% TARIL = 101.62% ANANDRATHI = 100.89% BBOX = 99.27% SGMART = 97.26% THANGAMAYL = 96.6% AIIL = 96.07% GRWRHITECH = 95.41% SHILCTECH = 88.43% PGIL = 84.75% PTCIL = 83.14% POCL = 83.02% HBLENGINE = 82.61% GMRP&UI = 82.22% ASHAPURMIN = 80.85% BLISSGVS = 80.45% NEULANDLAB = 80.34% GVPIL = 80.02% TDPOWERSYS = 79.4% STAR = 78.67% LLOYDSENT = 77.78% STLTECH = 77.04% SHAKTIPUMP = 76.81% GABRIEL = 76.75% ACUTAAS = 75.07% GRSE = 74.84% COCHINSHIP = 74.33% HSCL = 73.27% IIFLCAPS = 73% IMFA = 72.76% WELCORP = 72.27% MANORAMA = 72.14% MOTILALOFS = 71.72% LLOYDSME = 71.7% PRECWIRE = 71.55% CEINSYS = 70.23% AXISCADES = 70.05% LUMAXTECH = 69.72% APARINDS = 69.61% MAZDOCK = 68.83% WAAREERTL = 68.77% SCHNEIDER = 68.42% SOLARINDS = 68.01% HUBTOWN = 67.51% NATIONALUM = 67.3% GOKULAGRO = 67.02% HINDCOPPER = 66.78% SHRIPISTON = 66.39% BHEL = 66.19% KIRLOSENG = 65.54% SHILPAMED = 65.41% JAIBALAJI = 65.27% INDRAMEDCO = 64.88% TSFINV = 64.86% KPEL = 64.7% SARDAEN = 64.5% NAM-INDIA = 64.48% BANCOINDIA = 64.19% SKIPPER = 62.49% JAYNECOIND = 62.33% ZENTEC = 61.38% LAURUSLABS = 60.93% ADANIPOWER = 60.91% SUZLON = 60.61% AVL = 60.28% BALUFORGE = 59.58% GMDCLTD = 58.58% NAVA = 58.17% MTARTECH = 57.94% GODFRYPHLP = 57.89% ASTRAMICRO = 57.67% ARVIND = 57.59% MANINDS = 56.7% AMBER = 55.71% GPIL = 55.42% TVSHLTD = 55.38% SJS = 55.17% SUPRIYA = 54.64% CARTRADE = 53.7% VIJAYA = 52.03% PARAS = 51.85% HUDCO = 51.69%

Best 100 performing stocks over the last 3 years, with highest CAGR - CUPID = 278.92% VMARCIND = 192.33% V2RETAIL = 188.48% GVT&D = 185.28% BSE = 175.15% SKYGOLD = 152.93% SIGMAADV = 140.96% JSLL = 130.07% WEBELSOLAR = 130.03% APOLLO = 128.75% SHAILY = 124.86% GALLANTT = 124.83% WOCKPHARMA = 123.57% POWERINDIA = 111.18% INA = 109.74% MCX = 108.57% PICCADIL = 106.67% FORCEMOT = 102.37% TARIL = 101.62% ANANDRATHI = 100.89% BBOX = 99.27% SGMART = 97.26% THANGAMAYL = 96.6% AIIL = 96.07% GRWRHITECH = 95.41% SHILCTECH = 88.43% PGIL = 84.75% PTCIL = 83.14% POCL = 83.02% HBLENGINE = 82.61% GMRP&UI = 82.22% ASHAPURMIN = 80.85% BLISSGVS = 80.45% NEULANDLAB = 80.34% GVPIL = 80.02% TDPOWERSYS = 79.4% STAR = 78.67% LLOYDSENT = 77.78% STLTECH = 77.04% SHAKTIPUMP = 76.81% GABRIEL = 76.75% ACUTAAS = 75.07% GRSE = 74.84% COCHINSHIP = 74.33% HSCL = 73.27% IIFLCAPS = 73% IMFA = 72.76% WELCORP = 72.27% MANORAMA = 72.14% MOTILALOFS = 71.72% LLOYDSME = 71.7% PRECWIRE = 71.55% CEINSYS = 70.23% AXISCADES = 70.05% LUMAXTECH = 69.72% APARINDS = 69.61% MAZDOCK = 68.83% WAAREERTL = 68.77% SCHNEIDER = 68.42% SOLARINDS = 68.01% HUBTOWN = 67.51% NATIONALUM = 67.3% GOKULAGRO = 67.02% HINDCOPPER = 66.78% SHRIPISTON = 66.39% BHEL = 66.19% KIRLOSENG = 65.54% SHILPAMED = 65.41% JAIBALAJI = 65.27% INDRAMEDCO = 64.88% TSFINV = 64.86% KPEL = 64.7% SARDAEN = 64.5% NAM-INDIA = 64.48% BANCOINDIA = 64.19% SKIPPER = 62.49% JAYNECOIND = 62.33% ZENTEC = 61.38% LAURUSLABS = 60.93% ADANIPOWER = 60.91% SUZLON = 60.61% AVL = 60.28% BALUFORGE = 59.58% GMDCLTD = 58.58% NAVA = 58.17% MTARTECH = 57.94% GODFRYPHLP = 57.89% ASTRAMICRO = 57.67% ARVIND = 57.59% MANINDS = 56.7% AMBER = 55.71% GPIL = 55.42% TVSHLTD = 55.38% SJS = 55.17% SUPRIYA = 54.64% CARTRADE = 53.7% VIJAYA = 52.03% PARAS = 51.85% HUDCO = 51.69%

3) #NEULANDLAB

stock I am tracking For tomorrow #NEULANDLAB #JAYNECOIND #AYE Holding #NUVAMA, #HFCL, #MTARTECH

7/ Neuland Laboratories #neulandlab

🧪 Neuland Labs - FY26 results, pipeline update, and why the peptide bet is the real story here Q4 FY26 confirmed the thesis. Commercial CMS is compounding. Now let's look at what matters next. ____________ 🟩 FY26 FULL YEAR - SETTING THE BASE First time crossing ₹2,000 Cr. Operating leverage finally showed up at scale. - Revenue: ₹2,053 Cr ( 37% YoY) - EBITDA: ₹603 Cr ( 76% YoY) at 29.4% margin - PAT: ₹363 Cr ( 40% YoY) - EPS: ₹283 vs ₹202 last year - Net Debt: negative ₹157 Cr - net cash on balance sheet Commercial CMS revenue alone went from ₹511 Cr in FY25 to ₹1,146 Cr in FY26. Same fixed costs. More volume. Margins followed. ____________ ⚡ Q4 FY26 - THE BLOWOUT QUARTER Record quarter on every single line. Management was upfront that 40% EBITDA margin should not be extrapolated. - Revenue: ₹789 Cr ( 135% YoY) - EBITDA: ₹319 Cr ( 449% YoY) at 40.5% margin - PAT: ₹212 Cr ( 666% YoY) - EPS: ₹165 in a single quarter - Gross margin: 62.1% vs 56.3% in Q4FY25 - mix driven Q3FY26 was ₹448 Cr. Q4FY26 was ₹789 Cr. Same business, different quarter. This is the lumpiness management keeps flagging and they are right to flag it. ____________ 🔬 CMS PIPELINE - THE REAL COMPOUNDING ENGINE 98 total active projects as of Q4FY26. Commercial count is steady but revenue per project is scaling - that is the actual story. - Pre-clinical: 20 - Phase 1: 22 - Phase 2: 20 - Phase 3: 10 - Pre-Reg/Reg: 7 - Commercial: 19 Every molecule moving from Pre-Reg to Commercial is a multi-year revenue compounder. This funnel feeds FY28 and FY29. ____________ 💊 GDS SIDE - SOFTER BUT NOT BROKEN Management acknowledged GDS was subdued in FY26 and has deployed resources for recovery. - Prime: Ezetimibe and Mirtazapine were key - Ezetimibe likely to drive continued growth - Specialty: Paliperidone drag offset by Apixaban, Donepezil and Aripiprazole Sterile - New DMF filings FY26: Vonoprazan and Edoxaban ____________ 🧬 PEPTIDES - THE OPTIONALITY NOBODY IS PRICING RIGHT 16-18 years of in-house process chemistry R&D. The edge is not the facility - it is the process development capability for clinical-stage peptide APIs. - Peptide facility commissioning: July 2026 - on schedule per management - Active peptide programs: 8-10 across early and advanced stages - Global peptide API market: $6 Bn today to $14 Bn by 2030 at 18.5% CAGR - CDMO peptide market: $5-6 Bn opportunity per external consultants - Management view: peptides alone have potential to create another Neuland in scale ____________ 📋 WHAT MANAGEMENT SAID - FY27 AND BEYOND No formal guidance but the earnings call was reasonably direct. These are the calls worth tracking. - Revenue CAGR aspiration: 18-20% over a 5-year horizon - aspirational, not guaranteed - FY27 new CMS commercialization: 1 expected, 1-2 more possible after that - Lumpiness continues - assess over 10-12 quarters not individual quarters - Working capital days: 137 in Q4FY26 vs 107 in Q4FY25 - normalization expected in FY27 - Capacity: Units 1 and 2 at 85-90%, Unit 3 at 65% and ramping - Capex FY26: ₹397 Cr - free cash flow was negative ₹49 Cr despite ₹363 Cr PAT - ROCE will moderate as longer capex cycles begin - management comfortable with this ____________ 💰 VALUATIONS AT ₹17,088 (MKT CAP ₹21,924 Cr) Not cheap. The question is whether the pipeline quality justifies the premium at this entry point. - Trailing P/E on FY26 PAT ₹363 Cr: 60x - FY27 forward P/E on est. PAT ₹420-435 Cr: 50-52x - FY28 forward P/E on est. PAT ₹500-520 Cr: 42-44x At 50x forward you are paying for near-flawless execution on three things simultaneously - peptide ramp from H2FY27, FY27 volume delivery without a soft patch, and working capital converting profits into cash. Business quality is not the debate. Entry price is. ____________ ⚠️ KEY RISKS At 60x trailing these matter more than they did at 30x. - Customer concentration: top 5 customers at 68% of Q4FY26 revenue - Lumpiness is structural and will not go away as newer high-value molecules enter the mix - Middle East: raw material and freight costs being actively monitored - Free cash flow: negative ₹49 Cr in FY26 despite ₹363 Cr PAT - working capital drag is real ____________ 3-5 year story for investors who understand CDMO cycles. Not a momentum trade at current valuations. Views are personal. Not investment advice. DYOR. #NeulandLabs #NEULANDLAB #CDMO #IndiaPharma #APIStocks #Peptides #GLP1 #StockResearch #EquityResearch

5 companies looking strong on the chart. Keep 👀👀👀. Bookmark it for your study. Pepost for Max reach. Add it in your WL #norec #DYOR 1. #NEULANDLAB

Portfolio Update- Due to lack of strong moves in the broader watchlist and my holdings, I decided to take some profits home. Booked profits in #Apollo, #Bhel, #BajajCon, #HFCL, #AdaniPower. This takes equity curve to new highs. Some of these may have been cut prematurely and they may go further up from here but I wanted to take home profit due to lack of broader participation and strong moves I would have liked to see. If things gain traction will get back again. Currently holding positions - #ENRIN , #NEULANDLAB , #SENORES with open risk in all 3.