| Revenue growth | FY26 Revenue fell 8.5% YoY; Q4 Revenue down 36.5% YoY. |
|---|---|
| Margins | Margins contracting as high-margin Revlimid exclusivity wanes; FY27 PAT halved. |
| Demand visibility | Strong outlook for Brazil/Canada oncology; US depends on new complex filings. |
| Management confidence | Balanced but realistic about the 'cyclical' and volatile nature of earnings. |
Growth
FY26 consolidated revenue fell to ₹4,375.9cr from ₹4,784cr; Net Profit dropped to ₹1,418.5cr.
Outlook
FY27 revenue guided at ₹3,400-3,500cr with PAT sharply lower at ₹700-750cr.
Risks
High earnings volatility due to heavy reliance on single-product 'jackpots' and US patent outcomes.
Earnings Call filed with BSE, NSE: NATCOPHARM. Summary written with AI assistance from 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
All →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
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
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.
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.
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
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