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Earnings Call

Natural Capsules Earnings Call: Key Takeaways

Natural Capsules Ltd reported Q4 FY26 revenue of ₹58.45cr (up 55% QoQ). Full-year FY26 revenue grew 11% to ₹187.20cr, though the company posted a net loss of ₹24.66cr.

Why this was an Alfa AlertNot a filter event. The company reported a net loss and missed prior revenue guidance for HPMC and API segments.
Highlights
Revenue growth11% YoY for FY26.
MarginsHPMC margins guided at 18%, Gelatin at 13%.
Order book36-day backlog for all capsule types.
Demand visibilitySlow demand in US Neutra segment; recovery expected in 3-6 months.
Management confidenceCautious; focused on restoring consolidated profitability in FY27.

Growth

FY26 revenue ₹187.20cr vs ₹169.21cr FY25. Q4 EBITDA recovered to ₹1.33cr (2.28% margin).

Outlook

FY27 revenue guidance ₹274cr; target for USFDA approval within 24 months; ₹25-30cr capex planned for clean rooms.

Risks

Chinese overcapacity depressing API prices; regulatory delays for US market approvals; high finance costs from debt.

Source

Earnings Call filed with BSE, NSE: NATCAPSUQ. Summary written with AI assistance from the document.

Read the document ↗

Natural Capsules Ltd: key numbers

Share price
₹169.52
Market cap
₹176.5 Cr
Revenue (annual)
₹187.2 Cr
Net profit (annual)
₹-24.66 Cr
P/E (TTM)
-8.2×Sector 50.4×
Promoter holding
50.92%-0.12% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:05 IST BSE
Annual General Meeting

Natural Capsules Annual General Meeting

Natural Capsules Ltd dispatched a corrigendum to its upcoming EGM notice, revising the issue price and quantity for the proposed preferential allotment of shares and warrants.

11:18 IST BSE
Fund Raise

Natural Capsules Fund Raise of ₹10.01 Cr

Natural Capsules Limited approved a revised preferential issue of 1,12,500 equity shares and 4,50,000 convertible warrants. The total aggregate fund raise is valued at Rs. 10.01 Crore.

Value
₹10.01 Cr