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Earnings Call

Natco Pharma Earnings Call: Key Takeaways

Natco Pharma reported FY26 revenue of INR 43,759 Mn and PAT of INR 14,185 Mn, driven by US generic launches and high export formulation contributions.

Highlights
Revenue growthFY26: INR 43,759 Mn (down from FY25's INR 47,840 Mn)
MarginsFY26 EBITDA margin at 39.6% vs 53.3% in FY25
Management confidenceHigh focus on specialized US pipeline and NCE investments

Growth

FY26 revenue fell 8.5% YoY; PAT down 24.7% YoY from FY25 peaks. Q4FY26 PAT rose 33% QoQ.

Outlook

Strong US pipeline with 28 Para IVs (20+ FTFs); focused on NCE, cell & gene therapy investments.

Risks

Significant YoY revenue and margin compression; reliance on specific US product launches and high competitive intensity.

Source

Earnings Call filed with NSE, NSE: NATCOPHARM. Summary written with AI assistance from the document.

Read the document ↗

Natco Pharma Ltd: key numbers

Share price
₹839.30
Market cap
₹15,033 Cr
Revenue (annual)
₹4,078 Cr
Net profit (annual)
₹1,418 Cr
P/E (TTM)
13.1×Sector 50.4×
Promoter holding
49.42%+0.00% QoQ
FII holding
16.99%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Natco Pharma Ltd

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11:33 IST BSE
Fund Raise

Natco Pharma Fund Raise of ₹1,279 Cr

Natco Pharma's board has approved a Rights Issue to raise ₹1,279.36 Crore. The company will issue 17,058,082 equity shares at ₹750 each in a 2:21 ratio.

Value
₹1,279 Cr
11:17 IST NSE
Capital Structure Change

Natco Pharma Capital Structure Change

Natco Pharma's board approved a Rights Issue of 1,70,58,082 shares aggregating to ₹1,279.36 Crore. The issue is priced at ₹750 per share with a 2:21 ratio.

Value
₹1,279 Cr
17:56 IST BSE
Board Meeting Date

Natco Pharma Board Meeting Date

Natco Pharma will hold a board meeting on 25th September 2026 to finalise terms for its previously approved rights issue, including pricing and record date.

22:44 IST BSE
Capital Structure Change

Natco Pharma Capital Structure Change

Natco Pharma has received in-principle approval from BSE and NSE for its upcoming Rights Issue of fully paid-up equity shares.

17:49 IST NSE
Capital Structure Change

Natco Pharma Capital Structure Change

Natco Pharma proposes a Rights Issue of equity shares aggregating up to ₹1,300 Crore. The company has filed the Draft Letter of Offer for this capital raise.

Value
₹1,300 Cr
11:47 IST BSE
Fund Raise

Natco Pharma Fund Raise of ₹1,300 Cr

Natco Pharma board approved a rights issue of up to ₹1,300 crore face value ₹2 equity shares. The demerger scheme will be revised post-completion of the raise.

Value
₹1,300 Cr