ALFA Finder| 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
- ₹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.