Natco Pharma Limited — PPTs, 19-08-2026: Investor Presentation

NATCO Pharma's FY26 global revenue reached ₹4,375.9 Cr, a slight dip from FY25, with Q1FY27 revenue at ₹794.4 Cr, reflecting a high base effect from Q1FY26. Despite this, the company demonstrates strong long-term growth, achieving an 8% revenue CAGR over the past decade. Export formulations continue to drive sales, contributing 73.9% to FY26 revenue.

The core strategy centers on complex, limited-competition molecules and aiming for double-digit domestic market growth. A significant stake in South Africa's Adcock Ingram boosts its African presence. NATCO is scaling its Crop Health Sciences division, with a planned de-merger to unlock value, and making strategic investments in advanced therapeutics like CAR-T and xenotransplantation, with clinical trials in progress. Recent product launches include Semaglutide vials in India and Oseltamivir in China.

FY26 PAT was ₹1,418.5 Cr (EPS ₹79.20), with an EBITDA margin of 39.6%. Q1FY27 PAT stood at ₹206.5 Cr (EPS ₹11.53), and an EBITDA margin of 30.9%.