ALFA Finder| 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
- ₹810.45
- Market cap
- ₹15,898 Cr
- Revenue (annual)
- ₹4,078 Cr
- Net profit (annual)
- ₹1,418 Cr
- P/E (TTM)
- 19.2×Sector 43.7×
- Promoter holding
- 46.22%-3.20% QoQ
- FII holding
- 15.37%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 Earnings Call Transcript: Key Takeaways
Natco delivered a solid performance with diversified growth in Brazil and South Africa, successfully offsetting the expected decline in Revlimid revenue.
- Call
- Guides 15% growth
Natco Pharma Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹10,194Mn (−30% YoY, +28% QoQ), EBITDA margin 30.4%, PAT ₹2,026Mn. Pipeline and Adcock Ingram stake increase highlighted.
Natco Pharma Dividend
Natco Pharma declared 2nd interim dividend of Rs.1.25 per share for FY26-27. Record date is November 19, 2026; payment begins November 27.
Natco Pharma Q2 FY27 Results: Net Profit ₹202.6 Cr, Down 60.9% YoY
Natco Pharma Ltd reported revenue from operations of ₹967.3 Cr (-29.0% YoY) and net profit of ₹202.6 Cr (-60.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹202.6 Cr · -60.9% YoY
Natco Pharma Share Pledge
Natco Pharma promoter V.C. Nannapaneni pledged 8,50,000 equity shares to Bajaj Financial Securities Limited. The pledge supports the promoter's subscription to the company's Rights Issue.
Natco Pharma Other Announcement
Natco Pharma filed its shareholding pattern with a reporting date of 23 October 2026. Promoter and promoter group hold about 46% of total equity.