Neuland Labs up 20% today. Which 5 funds will profit most?

Neuland Labs soared over 20 per cent in a single day — and this wasn’t just momentum. With new CDMO projects from global innovators, a major peptide expansion, and signs of Big Pharma shifting to India, the stock may be catching a longer-term tailwind. We unpack what’s driving the rally — and which funds hold the stock.

---

Neuland Laboratories stole the spotlight today with a 20 per cent intraday rally, as investors responded enthusiastically to the company making a Rs 12 per share final dividend announcement. Simply put, if you hold Neuland Labs shares as of July 18, 2025 (the record date), you’ll be eligible to receive this dividend, even if you choose to sell them afterward.

Are there any other strategic tailwinds?

Recently, Neuland Labs committed around $30 million to expand its peptide manufacturing infrastructure.

Interestingly, this is only the first of four planned modules, and the company is building it without firm customer contracts. The rationale? Strong inbound interest from potential partners, according to the management. This "build it and they will come" approach looks risky but the management seems confident.

Beyond peptides, Neuland is eyeing adjacent high-value chemistries, including HPAPIs (high-potency APIs) and oligonucleotides — both areas where global outsourcing demand is expected to rise.

Additionally, the company confirmed that it has secured three projects from a global innovator shifting away from a Chinese supplier. These involve advanced intermediates for an oncology drug.

How many equity funds hold Neuland Labs?

Neuland's 20 per cent rally may have caught the market’s attention today, but several mutual funds already have positions in the company.

In total, 83 schemes hold Neuland Labs in their portfolios. However, that includes sectoral, thematic and passive index funds.

If you're more interested in funds where the fund manager has actively chosen to invest in Neuland, here are the top five active equity funds with the highest allocation to the stock:

Want to invest Rs 5,000+ SIP in any of these funds?

Let our experts help you make the right choice.

Subscribe to Value Research Fund Advisor to access in-depth fund ratings, suitability calls and SIP strategy recommendations.

Join Now