NATCOPHARM / guidance tracker

Keep management guidance in view.

Natco Pharma · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

FY26 Revenue: ₹4,200-4,300 crore

Management guided full-year FY26 consolidated revenue of ₹4,200-4,300 crore, based on 9M revenue of ₹3,559 crore and expected Q4 revenue of ₹700-750 crore.

revenue

FY26 PAT: ₹1,280-1,300 crore

With 9M PAT at ₹1,150 crore, management expects full-year PAT of ₹1,280-1,300 crore, implying Q4 PAT guidance of ₹130-150 crore.

profitability

Domestic Business: 20%+ Growth via Semaglutide

NATCO's domestic business (₹450-460 crore annualized) targets 20%+ growth driven primarily by semaglutide launch, with MR force deployed and DCGI approval imminent.

growth

At Least One Large Acquisition to Close in 2026

CEO Raju Panini indicated 2-3 M&A targets actively under pursuit, with target to close at least one large transaction (similar size to ₹3,700 crore Atco acquisition) in calendar year 2026.

expansion