| Margins | EBITDA margin at 30.9% (including other income); PAT margin at 26%. |
|---|---|
| Demand visibility | Strong visibility in US formulations and South African associate Adcock Ingram. |
| Management confidence | High in US pipeline and NCE/Cell & Gene therapy investments. |
Growth
Revenue stood at INR 7,944 Mn. EBITDA margin improved to 30.9% from 25.1% in Q4FY26. Net Profit reached INR 2,065 Mn.
Outlook
Strong US pipeline with 28 Para IVs (20 FTFs). Significant focus on niche oncology and metabolic disease therapies.
Risks
Exposure to volatile international markets and heavy reliance on the US FDA approval cycle for key pipeline products.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue INR 4,375.9 Cr → delivered INR 4,375.9 Cr (= BEAT)
- Guided FY26 PAT INR 1,418.5 Cr → delivered INR 1,418.5 Cr (= BEAT)
- Guided Crop Health Revenue ~INR 140 Cr → delivered INR 140 Cr (= BEAT)
Partly delivered
- Guided Q4 FY26 PAT INR 269 Cr → Q1 FY27 PAT INR 206.5 Cr (= MISS)
Investor Presentation filed with NSE, 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