Natco Pharma Limited — Q1FY27 earnings call summary

Filed 18 August 2026 · Official transcript

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