NATCO Pharma -Investor Shocked-Declined from INR 1639 to INR 726 ,what is the factor
Natco Pharma 52 Week Week High ₹ 1639
Natco Pharma 52 Week Week Low ₹ 726
Why Natco Pharma Declined ?
The Company declined from the Highest of ₹ 1639 to ₹ 726 in previous , However the stock is declining from the Sep-2024 due to the global uncertanity but the stock dropped heavily in December post Q3Y25 result is declared , the company delivered good results in SepQY24, but the result of December was very worst the sales almost half than previous QSep24
The decline was primarily due to a sharp drop in export formulation sales, which fell from ₹605 crore in Dec-23 to ₹286 crore in Dec-24—a 53% decrease. This was largely driven by a significant reduction in Revlimid sales, the company’s main revenue contributor, which had a substantial impact on overall financial performance.
The steep decline in revenue adversely impacted the cost structure, with Selling, General & Administrative (SG&A) expenses rising from 43% of revenue in Dec-23 to 74% in Dec-24. While the absolute expense levels remained relatively unchanged, the disproportionate increase relative to revenue clearly illustrates the pressure on profitability.
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Future Growth
Natco currently has 23 First-to-File (FTF) opportunities in its pipeline, with 15 already approved. Notable FTF filings include semaglutide, targeting weight loss, and olaparib, used in the treatment of ovarian and breast cancers. The company has also launched Pomalyst, a therapy for multiple myeloma, in key markets such as , Canada, India and Australia. Looking ahead, Natco Pharma plans to introduce 2–3 high-value products in coming year.
Over the next two years, the company aims to significantly scale its agro-business by launching multiple new products, targeting a good revenue , Current efforts are centered on brand building among farmers in key markets such as Maharashtra, Andhra Pradesh, and Telangana, supported by focused advertising initiatives. As raw material prices stabilize, the company is positioning itself to strengthen its domestic presence and subsequently explore export opportunities.
About Natco Pharma
Natco Pharma Limited is a vertically integrated and innovation-led pharmaceutical company engaged in the development, manufacturing, and marketing of Finished Dosage Formulations (FDF) and Active Pharmaceutical Ingredients (APIs). With a strong focus on niche therapies and complex generics, Natco has established a presence in over 50 countries.
The company markets its FDF products across key regions including the United States, India, Europe, and other international markets, and operates in select geographies through its subsidiaries. Natco has built a strong reputation as a reliable, high-quality manufacturer of niche Active Pharmaceutical Ingredients (APIs), with a track record of producing over 50 APIs. While oncology remains our primary therapeutic focus, broadening our portfolio to include products in Central Nervous System (CNS) disorders, pain management, and cardiovascular care. Natco consistently creates first-to-market opportunities for its partners and customers.
Financial Details
Natco Pharma on Daily Chart
The chart looks attractive on day basis, However after making two continuous bottom and making the Cup shaped, the stock made the highest of ₹ 1626, equals to the second bottom cup depth , the stock jumped equal to the depth of ₹ 550 and touched the highest of ₹ 1626,However after declining 55% from the high level , the stock showing the good strength on the CHART for the last two weeks,
Stock Performance
Over the past year, the company has delivered strong performance and healthy profitability. However, in the most recent quarter, there was a decline in sales, which, when compared to December 2023, has put pressure on the stock. This dip in performance is primarily attributed to lower sales volumes, which have also impacted overall profitability.
Disclaimer
The information provided on this website is for educational and informational purposes only and should not be considered as financial, investment, or trading advice. All content, including stock analyses, market data, and opinions, is based on publicly available information believed to be accurate at the time of publication.
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