Natco Pharma Limited will host an investor meet on August 19, 2026, in Mumbai. The event is scheduled from 5:00 pm onwards and is being organized by Nuvama Wealth Management Limited and ICICI Securities Limited. Company officials will participate in the group meeting to engage with investors.

The interaction is structured as an in-person group meet. The schedule is subject to change due to exigencies on the part of the investor or the company. The management has confirmed that no unpublished price-sensitive information (UPSI) pertaining to the company will be discussed during the interactions.

Meeting Details

The disclosure was made pursuant to Regulation 30(6) read with Para A of Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Ch. Venkat Ramesh, Company Secretary and Compliance Officer, signed the intimation on August 16, 2026.

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.

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.

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

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.

In July 2026, Natco Pharma acquired an additional 13.25% stake in Adcock Ingram, increasing its total holding to 49%. This acquisition, completed through its wholly-owned subsidiary Natco Pharma South Africa Proprietary Limited, involved a purchase consideration of ZAR 1,814.74 million (approximately ₹10,600 million).

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.

Corporate Actions and Dividend

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. This capital raise is subject to necessary regulatory and shareholder approvals. The Board also approved the notice for the 43rd Annual General Meeting and authorized the Chairman and Managing Director to fix the date and time for the event via video conference or other audio-visual means.

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 company confirmed that copies of these newspaper publications are available on its official website.