ALFA Finder| 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
- ₹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.