| Management target | Net Profit FY27 |
|---|
| Revenue growth | Revenue fell 42% YoY due to lower one-time Revlimid sales. |
|---|---|
| Margins | EBITDA margins improved to 30.9% due to lower operating costs. |
| Demand visibility | Strong seasonality in South Africa; US oncology pipeline remains robust. |
| Management confidence | Balanced, focused on long-term diversification and M&A opportunities. |
Growth
Revenue fell to ₹794.4Cr from ₹1390.6Cr YoY; Brazil grew 180% to ₹178Cr.
Outlook
FY25 PAT guidance maintained at ₹750Cr; ₹2000Cr fundraise planned for M&A.
Risks
Heavy dependence on Revlimid seasonality; intense competition in Semaglutide market; high tax volatility.
Last quarter's promises, checked
Delivered
- Guided FY26 PAT ₹700-750Cr → delivered ₹1418.5Cr (= BEAT)
- Guided Crop Science ₹140Cr revenue → delivered ₹140Cr (= BEAT)
- Guided Brazil sub revenue INR 257Cr → delivered INR 257Cr (= BEAT)
Missed
- Guided FY26 Revenue ₹3400-3500Cr → delivered ₹4375.9Cr (= BEAT)
Earnings Call Transcript 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