Natco Pharma Limited · NSE:NATCOPHARM
Natco Pharma — Investor Presentation (August 2026)
32 slides from Natco Pharma's investor presentation, Aug 19, 2026
Slide 1: Investor Presentation filing cover letter to exchanges
19th August 2026 Corporate Relationship Department Manager – Listing M/s. BSE Ltd. M/s. National Stock Exchange of India Ltd Mumbai 400 001 Mumbai 400 051 Scrip Code: 524816 Scrip Code: NATCOPHARM Dear Sir/Madam, Sub: - Investor Presentation Pursuant to Regulation 30 of SEBI (Listing Obligations and
Slide 2: NATCO Pharma Limited Investor Presentation Aug 2026
NATCO Pharma Limited Investor Presentation Aug 2026
Slide 3: Disclaimer
Disclaimer THIS PRESENTATION (PRESENTATION) IS NOT AN OFFER TO SELL ANY SECURITIES OR A SOLICITATION TO BUY ANY SECURITIES OF NATCO PHARMA LIMITED OR ITS SUBSIDIARIES OR JOINT VENTURES (TOGETHER, THE “COMPANY”). The material that follows is a Presentation of general background information about the
Slide 4: Table of Contents
Table of Contents Company Overview Business Highlights Financial Overview Annexure NATCO Pharma Limited - Investor Presentation - August 2026
Slide 5: Company Overview
Company Overview
Slide 6: NATCO at a glance
NATCO in a glance $495 10 50+ Million^ Amongst top 10 generic INR 43,759 Million companies by Export to countries globally Global revenues - FY26 sales in Canada* 9 2 R&D Centers 5,000+ 500+ Scientists State-of-the-art manufacturing facilities - Pharma and CHS (API & 2 R&D centres Formulation) and S
Slide 7: Evolved into a leading global generic pharmaceutical player
Evolved to be one of the leading global generic pharmaceutical player in niche & complex molecules 1980-1990 1991-2000 2001-2007 2008-2011 1981: Incorporated NATCO Pharma 1992: Listed in NSE and BSE 2003: Launched Oncology division with 2008: NATCO filed its first Paragraph Division at Kothur, Telan
Slide 8: Strong operational delivery over past decade – double digit growth
Strong operational delivery over past decade – double digit growth Revenue (INR Mn) EBITDA (INR Mn) PAT (INR Mn) 8% CAGR 10% CAGR 11% CAGR 43,759 17,341 14,185 20,202 6,843 4,849 FY17 FY26 FY17 FY26 FY17 FY26 Business Mix Employee Base 7.5 5,000 + 13.7 1.4 5.4 Export formulation 3.1 31.1 3,000+ Dome
Slide 9: Core strengths
Core strengths State-of-the-art and Accessibility of niche Strong R&D team regulatory compliant products manufacturing capacities Experienced Long-standing management team partnerships globally NATCO Pharma Limited - Investor Presentation - August 2026
Slide 10: Business Highlights
Business Highlights
Slide 11: Key business segments - FY26
Key business segments - FY26 Domestic Formulations Export Formulations INR 32,345 Mn INR 4,409 Mn Focused on niche opportunities in the US, 20+ Brands^ in #1 position in indicated Canada, Brazil and other Emerging Markets prescription Focus on Para IV and First-to-File molecules Around 900 sales for
Slide 12: US Market – Focus on complex and limited competition products
US Market – Focus on complex and limited competition products Key products in the portfolio Focus on high entry barrier products that are typically characterized by one or more of the following: Therapeutic segment/ Brand Molecule Intricate chemistry Primary Indication Challenging delivery systems D
Slide 13: Key product pipeline - USA
Key product pipeline - USA Para IVs in the pipeline, with 28 over 20 FTFs (incl. Sole and 17 Approved (either tentative or fully) Shared) Key Solo FTFs (Para IV) in the pipeline Key Para IV products in the pipeline (Filing on NCE-1) date Therapeutic segment/ Therapeutic segment/ Brand Molecule Brand
Slide 14: Resilient domestic pharma business
Resilient domestic pharma business Oncology Four Key Business segments Pharma Specialty Pioneers in the branded oncology medicines in India. Among the top 3 companies in the Increased focus in areas of Critical Care and infectious diseases other than Hep-C and operated segment in India Hep-B with tw
Slide 15: Expanding RoW presence
Expanding RoW presence Canada RoW Sales (INR Mn)* Strong portfolio with 20+ products and pipeline of 20+ pending for launch, including Oncology, Anti-viral, Cardiovascular and CNS therapies Amongst top 10 generic companies by sales revenue in Canada Highest market share for Lenalidomide and Oseltami
Slide 16: Strategic API business to aid formulations growth
Strategic API business to aid formulations growth FY26 Revenue: INR 2,347 Mn Strategically important business – develops APIs primarily for third party sales and also for captive consumption Portfolio of 45* active US DMFs with niche products under development Focus on complex oncology molecules. Ot
Slide 17: Manufacturing presence and capabilities
Manufacturing presence and capabilities API 5 FDF 2 API 2 CHS FDF Mekaguda, Telangana Manufacturing facilities Dehradun, Uttarakhand Active Pharmaceutical Ingredients and API intermediaries Tablets, Capsules Approved by USFDA, WHO Guwahati, Assam GMP and others Tablets, Capsules API Approved by WHO
Slide 18: Backed by strong R&D
Backed by strong R&D R&D capabilities demonstrated by its complex and niche product filings in formulations and API segments Two research facilities with capabilities across synthetic chemistry, nano pharmaceuticals and new drug discovery Specialized R&D laboratories in two research facilities; Buil
Slide 19: Our NCE | Cell & Gene Therapy investments
Our NCE | Cell & Gene Therapy investments 1 eGenesis 3 Cellogen Therapeutics Invested US$ 8 million in a biotechnology company focused on Invested US$ 2 million focused on advanced cellular xenotransplantation, by developing safe and effective human compatible engineering methods and gene-therapy-ba
Slide 20: Crop Health Sciences (CHS)
Crop Health Sciences (CHS) Pharma to Farm – Extending R&D capabilities to Agro Key Products CHS division was initiated in 2019 with the mission to bring innovative crop solutions to farmers at an affordable price. Leveraging strong Techno-Legal expertise in pharma to Chlorantraniliprole 18.5% w/w dr
Slide 21: Backed by technical and formulation manufacturing facilities
Backed by technical and formulation manufacturing facilities Formulation Unit Athivaram Technical Unit Athivaram Expertise in formulating SC, ZC, WG, FS, GR, EC, Expertise in reaction & purification techniques and WP type formulations quality control processes Fully equipped QA and QC facility Zero
Slide 22: Strategy ahead
Strategy ahead Engines of Growth ❖ ❖ ❖ ❖ FOCUS ON COMPLEX AND LIMITED TAPPING INTO NEWER WIDENING REACH SCALING UP OF COMPETITION MOLECULES GEOGRAPHIES/MARKETS AND PORTFOLIO AGRI BUSINESS Unwavering focus on molecules Increase our presence in African Therapy diversification: Expanding Adding product
Slide 23: NATCO + Adcock Ingram = a synergistic transaction
NATCO + Adcock Ingram = a synergistic transaction REVENUE AND NET PROFIT IN US$ Mn • Established in 1890 as a pharmacy in Krugersdorp, South Africa and evolved to be one of the biggest pharmaceutical and healthcare companies on the African continent. • Second-largest South African based pharmaceutic
Slide 24: Making a sustainable impact
Making a sustainable impact Integrated 30.2% renewable 48% Recycled Water 7.05 MW Solar Plant electricity in our total consumption used in our facilities 4.2 MW Wind Energy leading to the avoidance of 14,220.55 tons of CO₂ emissions Data as on 31st March 2025 NATCO Pharma Limited - Investor Presenta
Slide 25: Financials
Financials
Slide 26: Q1FY27 & FY26 financial performance
Q1FY27 & FY26 financial performance Revenue Breakup (INR Mn) Q1FY27 Q1FY26 Q4FY26 FY25 FY26 Revenue Breakup (%) – Q1FY27 Q4FY26 9.2 8.4 API Revenue 667 526 639 2,018 2,347 5.1 Pharmaceutical Formulation 17.2 60.1 Formulation – Domestic 1,364 1,070 1,087 4,000 4,409 Export formulation Domestic Formul
Slide 27: Consolidated profit & loss statement
Consolidated profit & loss statement Profit & Loss Statement (INR Mn) Q1FY27 Q1FY26 Q4FY26 FY25 FY26 Total Revenue 7,944 13,906 8,169 47,840 43,759 Total Expenses (before finance cost and depreciation) 5,487 7,579 6,115 22,335 26,418 Earnings before interest, tax, depreciation and amortization (EBIT
Slide 28: Consolidated balance sheet
Consolidated balance sheet Assets (INR Mn) March 31st 2025 March 31st 2026 Equity & Liabilities (INR Mn) March 31st 2025 March 31st 2026 Equity Non-current assets Equity share capital 358 358 Property, plant and equipment 24,319 25,454 Other equity 75,712 91,853 Capital work-in-progress 2,254 2,937
Slide 29: Performance over the years
Performance over the years INR (Mn) FY21 FY22 FY23 FY24 FY25 FY26 Total Revenue 21,557 20,438 28,117 41,269 47,840 43,759 EBITDA* 7,098 3,625 10,402 18,795 25,505 17,341 EBITDA Margin* (%) 32.9% 17.7% 37.0% 45.5% 53.3% 39.6% Profit before tax (PBT) 5,796 2,022 8,619 16,735 22,914 14,908 Net Profit 4
Slide 30: Annexure
Annexure
Slide 31: Capital market data - June 30th, 2026
Capital market data - June 30th, 2026 Shareholding Pattern Institutional Holdings Category (%) Holding Mutual Funds 1.92% 28.03% Insurance Companies 3.64% Foreign Portfolio Investors – I & II 16.99% 49.42% Bodies Corporate 1.53% 16.99% Market Data 5.56% Face Value (INR per share) 2.0 Promoter Mutual
Slide 32: THANK YOU
THANK YOU Contact: Rajeev Menon – Investor Relations r.menon@natcopharma.co.in / ir@natcopharma.co.in 040-23546208/ Ext: 323 https://twitter.com/pharma_natco https://www.linkedin.com/company/natcopharma