Natco Pharma officials will participate in in-person group investor and analyst meetings in Singapore. The company disclosed the schedule on August 19, 2026, pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The meetings are organized by Nuvama Wealth Management Limited and ICICI Securities Limited, and are scheduled to take place from Monday, August 24, 2026, to Wednesday, August 26, 2026, between 9:30 am and 6:00 pm.

Meeting details

The key details of the investor and analyst meetings are as follows:

The latest investor presentation to be discussed during the meet has been placed on the company's website. Natco Pharma emphasized that no unpublished price-sensitive information (UPSI) pertaining to the company is intended to be discussed during the interactions.

The schedule is subject to change due to exigencies on the part of the investors or the company. Ch. Venkat Ramesh, Company Secretary and Compliance Officer, signed the disclosure.

Natco Pharma reported a consolidated net profit of ₹206.5 crore for the quarter ended June 30, 2026, a significant decline from the ₹480.3 crore recorded in the corresponding quarter of the previous fiscal year. The Hyderabad-based pharmaceutical company’s consolidated total revenue dropped 43% year-on-year to ₹794.4 crore, compared to ₹1,390.6 crore in Q1FY26.

The sharp contraction in top-line growth was largely attributable to lower revenue from Lenalidomide, a key specialty oncology product. This decline was partially offset by growth in the company’s base business segments. Despite the revenue drop, the company maintained profitability, supported by contributions from its associate company and other operating income. On a normalized basis, excluding a one-time tax benefit of ₹115 crore in Q4FY26, consolidated PAT grew by 34% quarter-on-quarter.

Financial Performance Breakdown

The financial results highlight a divergence between the core pharma business and the associate company’s performance. While domestic and international formulation revenues faced headwinds, the associate company, Adcock Ingram Holdings Limited, contributed significantly to the bottom line. EBITDA, including other income, stood at ₹245.7 crore, with an EBITDA margin of 30.9%, an improvement quarter-on-quarter attributed to lower operating costs.

International formulations, which include profit share and subsidiaries, accounted for the largest portion of revenue at ₹477.1 crore, down from ₹1,120.9 crore in the prior year. Conversely, domestic pharmaceutical formulations grew 28% year-on-year to ₹136.4 crore from ₹107.0 crore. Active Pharmaceutical Ingredients (API) revenue also expanded to ₹66.7 crore from ₹52.6 crore.

Associate Company Contribution and Geographic Growth

A critical component of Natco Pharma’s profitability this quarter came from its associate, Adcock Ingram Holdings Limited in South Africa. Adcock Ingram reported revenue of ₹1,582.8 crore and a profit after tax of ₹242.2 crore for the quarter. Natco Pharma’s share of this profit, based on its 35.75% holding as of June 30, 2026, stood at ₹84.3 crore. Management noted that this contribution was higher than the typical ₹35-40 crore per quarter due to a strong flu season in South Africa.

In July 2026, Natco Pharma acquired an additional 13.25% stake in Adcock Ingram, increasing its total holding to 49%. This acquisition involved a purchase consideration of ZAR 1,814.74 million (approximately ₹10,600 million).

Geographically, Brazil emerged as a significant growth driver. Revenue from Brazil stood at ₹178 crore, representing a year-on-year growth of 180%. Canada sales for the quarter were around ₹56 crore. Management stated that oncology pipeline products are driving the growth in Brazil.

Corporate Actions and Capital Allocation

The Board of Directors declared an interim dividend of ₹1.50 per equity share of face value ₹2 each for the financial year 2026-27. Shareholders on record as of August 20, 2026, will be eligible for the payout, with payments commencing on August 26, 2026.

Additionally, the Board approved the exploration of raising funds up to ₹2,000 crore through various instruments, including public issues, preferential issues, rights issues, or private placements. CFO Amit Parekh clarified that while the company holds approximately ₹1,400 crore in net cash, the fundraise is intended to support short-term loan repayments, capital expenditure, and potential M&A opportunities, including a large opportunity outside India. The company has spent nearly ₹3,000 crore over the last year primarily on Adcock Ingram stakes.

Pipeline and Operational Updates

Management provided updates on several key operational fronts:

• Semaglutide: The domestic brand generates approximately ₹2 crore per month. The market is described as cutthroat with intense competition. The company has not filed dossiers for semaglutide in Canada or Brazil yet. In South Africa, Sun Pharma has received approval, while Natco’s dossier is still pending.
• Crop Health Sciences: The business reported a loss in Q1FY27 due to delayed rains and El Nino fears. Revenue was approximately ₹40 crore. Management expects to break even for the year, with Q2 being significantly stronger. The demerger of this business may be delayed by 2-3 months due to the ongoing fundraise process.
• US Launches: Carfilzomib launch is on track for calendar 2027, with plant upgrades expected to complete by year-end. Olaparib litigation trial dates are scheduled in the coming months, with exclusivity issues still under determination.
• R&D Strategy: Approximately 70-80% of R&D spending is allocated to assets targeting launches between 2028 and 2035. The company targets filing 8-10 ANDAs annually, with 2-3 First-to-File (FTF) applications.

Investor Presentation Highlights

On August 19, 2026, Natco Pharma filed its investor presentation with stock exchanges pursuant to Regulation 30 of SEBI LODR. The presentation highlighted that global revenues for FY26 stood at $495 million (INR 43,759 crore). The company emphasized its position as one of the top 10 generic companies by sales in Canada and its focus on complex molecules with high entry barriers.

Key highlights from the presentation included:

• US Market: Focus on limited competition products such as Lenalidomide, Glatiramer Acetate, and Everolimus. The portfolio includes 40+ approved products and 30+ in the pipeline.
• Brazil: Continues to be the single source for Everolimus for the fourth consecutive year. Launched Carfilzomib, Eltrombopag, and Apixaban.
• China: Launched Oseltamivir capsules, marking its first product launch in the territory, along with oncology products Abiraterone and Gefitinib.
• Biotech Investments: Invested US$ 8 million in eGenesis, a biotechnology company focused on xenotransplantation. FDA has cleared Phase 1/2/3 clinical studies for kidney xenotransplantation.

What the Numbers Show

The data reveals a heavy reliance on non-core or associate profits to sustain overall net income amidst a severe contraction in core international formulation revenues. With international formulation revenue plummeting by over 57% year-on-year, the ₹84.3 crore share of profit from Adcock Ingram represented approximately 41% of the total consolidated net profit of ₹206.5 crore. This underscores the strategic importance of the South African associate in stabilizing earnings during a period of weakness in the primary US-focused oncology pipeline. Furthermore, the 180% surge in Brazil revenue highlights the company’s ability to diversify growth drivers beyond its traditional markets.

Regulatory Disclosure

Pursuant to Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Natco Pharma published these unaudited financial results and the interim dividend declaration in newspapers on August 15, 2026. The publications appeared in Business Line, Financial Express, and Nava Telangana. The transcript of the earnings conference call held on August 14, 2026, was filed with stock exchanges on August 18, 2026, pursuant to Regulation 30. The investor presentation was filed on August 19, 2026, pursuant to Regulation 30.