Natco Pharma Limited has informed the Exchange about Investor Presentation
NATCOPHARM · price
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Natco Pharma reported Q3FY26 consolidated total revenue of INR 7,054 Mn, up 8.3% YoY from INR 6,511 Mn, driven mainly by export formulations (INR 4,214 Mn vs INR 2,858 Mn YoY). EBITDA was INR 2,168 Mn with margin of 30.7%, down from 33.0% in Q3FY25 and sharply lower than 46.4% in Q2FY26, indicating margin pressure. Net profit stood at INR 1,513 Mn (EPS of INR 8.46) including INR 109 Mn share of profit from the newly acquired 35.75% stake in South Africa's Adcock Ingram. The company also launched Risdiplam in India for Spinal Muscular Atrophy and highlighted a strong US product pipeline of over 20 Para IV First-to-File opportunities targeting high-value brands like Ozempic, Wegovy, and Lynparza.
Shareholders should note that while revenue growth was healthy, margin compression in Q3 could weigh on near-term sentiment. The Adcock Ingram acquisition adds geographic diversification and the strong US pipeline offers long-term growth optionality. An earnings call is scheduled for 12th February 2026 at 4 PM IST for further clarity.