Natco Pharma Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
NATCO Pharma reported consolidated revenue of INR794.4 crores for Q1 FY27, down from INR1,390.6 crores a year earlier, mainly due to lower Lenalidomide revenue partly offset by growth in the base business. EBITDA margin was 30.9%, and consolidated PAT was INR206.5 crores, aided by a strong contribution from associate Adcock Ingram driven by a flu season in South Africa. Management discussed a proposed fundraise of INR2,000 crores, an increased 49% stake in Adcock Ingram, and updates on the semaglutide, olaparib, carfilzomib and Crop Health Sciences businesses.
NATCO Pharma reported consolidated revenue of Rs 4,375.9 crores for FY26 versus Rs 4,784 crores last year, with net profit of Rs 1,418.5 crores against Rs 1,883.4 crores, as lenalidomide-related exclusivity revenue declined. Management guided to a decline in FY27 earnings to a base level of Rs 700-750 crores PAT on revenue of Rs 3,400-3,500 crores, citing the absence of major exclusivities in the coming year. The company discussed its semaglutide launch, South African associate Adcock Ingram, ongoing search for acquisitions, and plans to demerge its Crop Health Sciences business.