Natco Pharma Limited — Investor Meet, 18-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NATCO Pharma's Q1 FY27 saw consolidated revenue of INR 794.4 Cr (down YoY on lower Lenalidomide, but base business grew). PAT jumped 34% QoQ normalized to INR 206.5 Cr, with EBITDA margin at 30.9%. Brazil revenue surged 180% to INR 178 Cr; Adcock Ingram contributed INR 84.3 Cr. Management plans a INR 2,000 Cr fundraise for M&A (India & international) and capex. Domestic volumes are projected to grow 25% this year. R&D focuses 70-80% on long-term projects (2028-2035). Two US launches are expected next fiscal year. Overall PAT guidance for FY27 remains INR 750 Cr, with strategic focus on diversification.