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In short: maybe
Under a special rule, this has allowed compounding pharmacies to make their own versions of the drugs for distribution, pumping a steady stream of the compounded medications into the marketplace
Of the 39 companies we reviewed, 13% are publicly traded and 44% are venture-backed
To put it in perspective, Neulands single quarter EBITDA of 319 Cr is nearly as large as what the company earned in the entire previous year And the key driver again this time was the CDMO segment for the company and mind you this can be lumpy Saharsh Davuluri was careful to frame the context correctly and this framing is critical for understanding the business: The same lumpiness that resulted in a record-breaking Q4, if you recall, also made the previous quarter, which is Q3 FY26, a relatively muted quarter
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