Natco Pharma Q2 FY26 Earnings Call Transcript
Natco Pharma releases Q2 FY26 earnings call transcript, reporting consolidated revenue of ₹1,463 crore and net profit of ₹517.9 crore. Interim dividend declared at ₹1.5 per share.
The announcement provides details on the earnings call and financial performance, which is relevant to investors. The results show a slight increase in revenue, but also increased expenses.
The announcement primarily provides factual information regarding the earnings call transcript and financial results, without expressing a strong positive or negative outlook.
* Natco Pharma Limited has released the transcript of its earnings conference call for Q2 FY26, held on November 14, 2025. * Consolidated total revenue for the quarter ended September 30, 2025, was ₹1,463 crore, compared to ₹1,434.9 crore in the same quarter of the previous year. * EBITDA for the quarter stood at ₹679.2 crore, with margins at 46.4%. * Net profit for the period on a consolidated basis was ₹517.9 crore. * An interim dividend of ₹1.5 per equity share of ₹2 was declared. * Segmental revenue split: API clocked ₹53.9 crore, domestic formulations ₹105.4 crore, formulation exports (including profit share and subsidiaries) ₹1,147 crore, crop health sciences ₹52.4 crore, and other operating/non-operating income ₹104.3 crore. * The company incurred substantial R&D expenses on bioequivalence and one-time employee bonuses during the quarter. * The company is targeting the demerger of Crop Health Sciences business from the main company and list it separately for the year 2026. * Management expects the domestic business should do reasonably well and Semaglutide obviously is the big one. * The company expects run rate to be around ₹750 to 800 crore of revenue, and a PAT should be around ₹135 to 150.
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Natco Pharma Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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