524816
Natco Pharma Ltd
BSELast Traded Price
₹853.35
-4.85 (-0.57%)
Open
₹858.20
High
₹860.60
Low
₹845.50
Prev Close
₹858.20
Industry
Healthcare
Market Cap
15,284.34 Cr
Filing History
Recent corporate announcements and filings for 524816
Ownership
Neutral
2026-08-26 14:48
- Promoter Smt. Durga Devi Nannapaneni of Natco Pharma Limited gifted 50,000 equity shares to her Niece, Smt. G. Kalajyothi, on August 24, 2026. This reduced her shareholding from 1.98% to 1.95%.
Business Update
Positive
2026-08-25 12:23
- NATCO Pharma Limited is investing an additional US$ 14 million in eGenesis, Inc. via convertible promissory notes.
- This brings NATCO's total investment in eGenesis to US$ 22 million.
- eGenesis is a biotechnology company focused on genome engineering for organ transplantation to address critical unmet medical needs.
Business Update
Neutral
2026-08-24 20:26
- Investor Meetings Scheduled
- Mumbai Meeting: Thursday, 27th August 2026, 9:00 AM - 6:00 PM, with Nuvama Wealth Management & ICICI Securities.
- Hong Kong Meeting: Thursday, 27th August 2026, 9:00 AM - 5:00 PM and Friday, 28th August 2026, 9:00 AM - 1:00 PM, with Nuvama Wealth Management & ICICI Securities.
- No Unpublished Price Sensitive Information (UPSI) will be discussed.
Business Update
Negative
2026-08-21 17:29
CRITICAL RED FLAG DETECTED
- NATCO Pharma announced the conclusion of a US FDA inspection at its Visakhapatnam Finished Dosage Formulations (FDF) Unit on August 21, 2026.
- The company received a Form 483 with 4 observations, which it believes are procedural and will address.
Business Update
Neutral
2026-08-19 19:15
- Investor Meet Schedule
- Date: Monday, 24th August 2026 to Wednesday, 26th August 2026
- Time: 9:30 AM to 6:00 PM
- Type: In-person group meeting in Singapore
- Organized by: Nuvama Wealth Management Limited and ICICI Securities Limited
Business Update
Positive
2026-08-19 09:02
- Investor Presentation dated August 2026, outlining the company's performance and strategic initiatives.
- Achieved strong operational growth from FY17 to FY26 with Revenue CAGR of 8%, EBITDA CAGR of 10%, and PAT CAGR of 11%.
- Reported FY26 Global revenues of INR 43,759 Million.
- Recent updates include the launch of Semaglutide vials and acquiring an additional 13.25% stake in Adcock Ingram Holdings Limited.
Business Update
Positive
2026-08-18 12:42
- Q1 FY27 consolidated revenue declined to ₹794.4 Cr from ₹1,390.6 Cr YoY, mainly due to lower Lenalidomide revenue, partially offset by double-digit growth in base business.
- Q1 FY27 EBITDA stood at ₹245.7 Cr with a margin of 30.9%.
- Full-year PAT guidance is maintained around ₹750 Cr, and gross sales guidance between ₹3,300 Cr to ₹3,400 Cr.
- The company acquired an additional 13.25% stake in Adcock Ingram in July 2026, increasing total holding to 49%, which significantly contributed to Q1 profits.
- Domestic business volumes are expected to increase by about 25% this year, driven by semaglutide and oncology segments.
- Brazil business revenue grew 180% to ₹178 Cr, with continued growth anticipated.
- Plans to raise ₹2,000 Cr via QIP/rights issue for potential M&A opportunities (one in India, one outside), short-term loans, and annual organic CAPEX of ₹250-300 Cr.
- Carfilzomib launch is on track for Calendar '27; targeting 8-10 ANDAs and 2-3 First-to-File applications annually, with two new product launches for the U.S. market planned for FY28.
- The demerger of the Crop Health Science business, which generated ₹40 Cr in Q1 and aims to break even for the year, may be delayed to March due to fundraising activities.
Business Update
Neutral
2026-08-16 20:03
- Investor Meet Schedule
- Date: August 19-21, 2026
- Time: 9:00 AM to 5:00 PM
- Details: In-person Group meeting in Mumbai/Maharashtra, organized by Nuvama Wealth Management and ICICI Securities. No UPSI will be discussed.
Business Update
Neutral
2026-08-14 19:05
- Audio weblink for Natco Pharma's Q1 FY26-27 earnings conference call held on August 14, 2026, has been provided. The recording is available on the company's website.
Financials
Negative
2026-08-14 17:44
- Q1 FY27 Consolidated Revenue ₹7,944Mn vs ₹13,906Mn (▼42.9% YoY)
- EBITDA ₹2,457Mn vs ₹6,327Mn (▼61.2% YoY)
- PAT ₹2,065Mn vs ₹4,803Mn (▼57.0% YoY)
- EBITDA Margin 30.9% vs 45.5% (▼1460bps)
Routine
Neutral
2026-08-14 14:23
New Filing detected. See link for details.
Routine
Neutral
2026-08-14 14:17
New Filing detected. See link for details.
Business Update
Neutral
2026-08-11 18:02
- Concall Schedule
- Concall Date: Friday, August 14, 2026
- Concall Time: 17:30 PM IST
Governance
Neutral
2026-08-11 17:56
- Board Meeting to be held on August 14, 2026.
- Purpose: To consider and evaluate proposals for raising funds through issuance of equity shares or other securities (e.g., public issue, preferential issue, rights issue, private placement, QIP).
Financials
Positive
2026-08-06 16:52
- Board meeting on August 14, 2026, to consider unaudited financial results for the quarter ended June 30, 2026.
- Board will also consider interim dividend, if any, for the financial year 2026-27.
- Trading window for dealing in company securities will be closed from August 7, 2026, to August 16, 2026.
Business Update
Positive
2026-07-18 16:51
- Natco Pharma Limited received tentative U.S. FDA approval for Olaparib Tablets (100mg & 150mg).
- The drug, bioequivalent to AstraZeneca's Lynparza®, had estimated U.S. sales of ~USD 1.4 billion in 12 months ending Mar'26.
- Natco will manufacture, and Alembic Pharma will distribute the product in the U.S.
Routine
Neutral
2026-07-14 11:52
New Filing detected. See link for details.
Routine
Neutral
2026-07-14 10:08
New Filing detected. See link for details.
Business Update
Positive
2026-07-08 12:05
- Natco Pharma's Board approved an investment of ₹1400 Crores in Natco Pharma South Africa Proprietary Limited, its wholly-owned subsidiary.
- The Board also approved increasing its stake in Adcock Ingram Holdings Proprietary Limited from 35.75% to 49% for ₹1069 Crores.
- This strategic investment aims to expand the geographic footprint and increase profitability, with completion expected by July 2026.
Governance
Neutral
2026-07-06 17:41
- Mr. Gnanadeva Chalapathy Gudipati designated as Senior Vice President - Analytical Research & Development.
- Mr. Madhava Rao Karicherla designated as Vice President – Formulation Research & Development, Pharma Division, Kothur Unit.
- The designations are effective from 6th July, 2026.
Governance
Neutral
2026-06-30 16:13
- Mr. Nadella Malleswara Rao, Vice President - Operations, Pharma Division, superannuated effective from the closure of business hours on June 30, 2026.
Routine
Neutral
2026-06-30 16:10
- Trading window for dealing in the company's securities will be closed from July 1, 2026.
- It will reopen 48 hours after the declaration of unaudited financial results for the quarter ended June 30, 2026.
- The Board Meeting date for results will be announced later.
Business Update
Negative
2026-06-04 14:56
CRITICAL RED FLAG DETECTED
- The company reported a decline in consolidated total revenue for FY26 to ₹4,375.9 crores (from ₹4,784 crores in FY25) and net profit to ₹1,418.5 crores (from ₹1,883.4 crores in FY25), mainly due to the impact of Revlimid and increased freight expenses.
- Management guided for a further significant decline in FY27, with expected revenue of ₹3,400-3,500 crores and PAT of ₹700-750 crores, a substantial reduction from FY26 actuals.
- The tax rate for FY27-FY28 is expected to be around 25%, and R&D expenses are projected at 7-9% of earnings for the next year.
- Beyond FY27, the company anticipates 15-25% compounded annual growth, driven by new exclusivities and product launches in Brazil and Canada, aiming for more stable, diversified earnings.
- Key initiatives include geographical diversification through acquisitions (Brazil, Canada, South Africa, India) with ~₹2,400 crores net cash for M&A, and the semaglutide launch targeting ₹75-100 crores annualized.
- The Crop Health Sciences business grew to ₹140 crores in FY26 (from ₹60 crores in FY25) and is in the process of demerger.
Business Update
Positive
2026-06-03 11:15
- NATCO Pharma Limited and Lupin Limited received approval from the U.S. FDA for Eribulin Mesylate Injection, 1 mg/2ml (0.5 mg/ml) Single-Dose Vials.
- This injection is bioequivalent to Halaven® Injection and is indicated for metastatic breast cancer and liposarcoma.
- The reference listed drug had estimated annual sales of USD 43.7 million in the U.S. (IQVIA MAT April 2026).
Business Update
Neutral
2026-05-30 12:19
Natco Pharma Limited informed the exchanges about the enclosure of the transcript of its earnings conference call for Q4 FY25-26, which was held on May 29, 2026. The transcript is also available on the company's website.
Financials
Negative
2026-05-29 14:30
Consolidated Revenue ₹739.1Cr vs ₹1,221.0Cr (▼39.5% YoY), EBITDA ₹127.6Cr vs ₹548.1Cr (▼76.7% YoY), PAT ₹269.0Cr vs ₹406.0Cr (▼33.7% YoY), with EBITDA Margin 15.62% vs 44.89% (▼2927bps); the Q4 PAT includes a one-time deferred tax asset benefit of ₹115.0Cr.
Financials
Negative
2026-05-29 14:19
Consolidated Revenue from operations for Q4 FY26 was ₹739.1Cr vs ₹1,221.0Cr (▼39.5% YoY), EBITDA was ₹127.6Cr vs ₹548.1Cr (▼76.7% YoY), and PAT was ₹269.0Cr vs ₹406.0Cr (▼33.7% YoY). EBITDA Margin contracted from 44.9% to 17.3% (▼2760bps). The net profit for the quarter includes a one-time benefit of ₹115Cr from moving to a new tax regime and re-measuring deferred tax assets.
Governance
Neutral
2026-05-26 16:23
Natco Pharma Limited submitted its Annual Secretarial Compliance Report for the financial year ended March 31, 2026, as per Regulation 24A of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The report confirms overall compliance with applicable statutory provisions. It noted that some related party transactions lacked prior audit committee approval but were subsequently ratified by the Audit Committee and Board of Directors. The report also stated that no actions were taken against the company by SEBI or stock exchanges during the review period.