Natco Pharma Limited — PPTs, 12-02-2026: Investor Presentation

NATCO Pharma reported solid Q3 FY26, with consolidated revenue hitting ₹705.4 Cr, up from ₹651.1 Cr last year. Net profit also climbed to ₹151.3 Cr from ₹132.4 Cr. Export formulations were the main driver, contributing 75.7% of total revenue. EPS for the quarter stood at ₹8.46, with EBITDA reaching ₹216.8 Cr and a 30.7% margin.

The company is aggressively expanding its pipeline, with over 20 Para IV First-To-File opportunities in the US. Strategic investments in cutting-edge cell & gene therapies, including xenotransplantation and CAR-T treatments, along with an in-house molecule for Head & Neck cancer in Phase 2 trials, highlight future growth. Recent milestones include the India launch of Risdiplam for Spinal Muscular Atrophy and the strategic acquisition of a 35.75% stake in South Africa's Adcock Ingram. Adcock Ingram reported H1 revenue of ₹2,464 Cr and PAT of ₹198 Cr, contributing ₹10.90 Cr to NATCO's profit after amortization. These strategic moves underline the company's forward-looking plans for market expansion and therapeutic innovation.