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Natco Pharma Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Two US launches planned in FY27 with exclusivity; pipeline includes 8-10 ANDAs/year, 1-2 FTF expected
- Crop Health Sciences expects breakeven in FY27; Q2 to improve after seasonal delay
- Q1 FY27 consolidated revenue INR794.4 Cr, down from INR1,390.6 Cr YoY due to lower Lenalidomide sales
- EBITDA INR245.7 Cr, margin improved QoQ to 30.9% from cost control and business performance
- FY27 revenue guidance INR3,300-3,400 Cr; PAT guidance INR750 Cr maintained
- Synergies with Adcock in R&D and pipeline expected to drive growth over 2-3 years
- No material update on litigation for olaparib; carfilzomib launch on track but confidential
- Capex run rate INR250-300 Cr annually; evaluating acquisitions requiring fundraise of INR2,000 Cr
- Demerger of Crop Health Sciences delayed to March 2027 due to fundraising
- Consolidated PAT INR206.5 Cr; normalized PAT grew 34% QoQ excluding prior tax benefit
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.