Natco Pharma Ltd (BOM:524816)
₹ 1235.5 -53.45 (-4.15%) Market Cap: 221.29 Bil Enterprise Value: 198.81 Bil PE Ratio: 11.38 PB Ratio: 3.10 GF Score: 90/100
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Q2 2025 Natco Pharma Ltd Earnings Call Transcript

Nov 13, 2024 / 05:30AM GMT
Release Date Price: ₹1368.15 (-1.79%)

Key Points

Positve
  • Natco Pharma Ltd (BOM:524816) reported a 35.3% increase in consolidated total revenue for Q2 FY25 compared to the same period last year.
  • The company's net profit grew by 83% year-over-year, indicating strong financial performance.
  • The growth was primarily driven by the export formulation business and a stable domestic pharma business.
  • Natco Pharma Ltd (BOM:524816) declared a second interim dividend of INR1.5 per equity share for FY24-25.
  • The company has a robust pipeline of high-value product filings, including semaglutide and olaparib, which are expected to drive future growth.
Negative
  • The company anticipates a weaker December quarter compared to Q2, with some revenue tail left.
  • There is uncertainty regarding the future price erosion of key products like Revlimid, which could impact profitability.
  • The crop health sciences segment has been underperforming, with expectations to break even only by March 2026.
  • Natco Pharma Ltd (BOM:524816) faces challenges in maintaining consistent growth due to the volatile nature of the pharmaceutical industry.
  • The company is cautious about potential regulatory and market challenges in launching new products, particularly in the US market.
Operator

Good morning. Ladies and gentlemen, welcome to the Natco Pharma Q2 FY25 earnings conference call hosted by Batlivala & Karani Securities India Private Limited.

(Operator Instructions)

I now hand the conference over to Mr. Hrishikesh Patole from Batlivala & Karani Securities India Private Limited. Thank you and over to you, sir.

Hrishikesh Patole;Rajesh Chebiyam
Batlivala & Karani Securities India Private Limited - Investor Relations;Natco Pharma Ltd - Executive Vice President, Crop Health Sciences<

Oh, hello, good morning everyone.

On behalf of B&K Securities, I welcome you all to the Q2 FY25 earnings conference call of Natco Pharma.

Hope everyone is in good health and doing well.

On behalf of Natco today, we have with us Mr. Rajeev Nannapaneni, Director and CEO, Mr. Rajesh Chebiyam, Executive Vice President, Crop Health Sciences. I now hand over the call to Rajesh for the management's opening remarks post which will open the session for Q&A. Over to you sir.

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