NATCOPHARMNSENatco Pharma Limited· PharmaceuticalsHighNeutral
Announced Fri, 29 May · 14:21 IST

Natco Pharma Limited has submitted to the Exchange, the Audited financial results for the quarter and year ended March 31, 2026.

Revenue DeclinePat NegativeEbitda Margin CompressionRelated Party TransactionsResults View source PDF

NATCOPHARM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-20.7%1-day move
₹1179.00
prior close
₹1107.70
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AI summary

Natco Pharma reported consolidated revenue of ₹40,783 million for FY26, down ~8% from ₹44,295 million in FY25. Consolidated PAT fell to ₹14,185 million from ₹18,834 million, a decline of ~25%. However, a deferred tax asset of ₹1,150 million was recognised following the Company's election of the lower 22% tax rate under Section 115BAA, which inflated net profit. Excluding this one-time benefit, the underlying profit decline would have been steeper. The auditor issued an unmodified (clean) opinion with no going concern or qualification flags. The Company completed acquisition of 35.75% stake in Adcock Ingram Holdings Limited (South Africa) in November 2025 for ~₹20,791 million, now accounted as an associate contributing ₹466 million to profit. The Board also approved a demerger of the loss-making Agro Chemicals business into a new wholly-owned subsidiary. Total dividend for FY26 is ₹5 per share.

Likely market impact

A clean audit and the one-time deferred tax benefit offer some comfort, but the ~8% revenue decline and ~25% PAT decline reflect underlying business stress. The large Adcock Ingram acquisition at ~₹20,791 million increases group risk exposure, and shareholders should monitor integration and returns from the South Africa investment.