|
13 Apr 2025 |
Natco Pharma
|
Consensus Share Price Target
|
775.50 |
1099.33 |
- |
41.76 |
hold
|
|
|
|
|
19 Mar 2025
|
Natco Pharma
|
Geojit BNP Paribas
|
775.50
|
887.00
|
825.40
(-6.05%)
|
14.38 |
Hold
|
|
|
|
|
07 Oct 2024
|
Natco Pharma
|
ICICI Direct
|
775.50
|
1675.00
|
1401.65
(-44.67%)
|
115.99 |
Buy
|
|
|
|
|
04 Oct 2024
|
Natco Pharma
|
FundsIndia
|
775.50
|
1673.00
|
1353.95
(-42.72%)
|
115.73 |
Buy
|
|
|
|
|
20 Aug 2024
|
Natco Pharma
|
Geojit BNP Paribas
|
775.50
|
1597.00
|
1441.50
(-46.20%)
|
Target met |
Accumulate
|
|
|
|
|
13 Aug 2024
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
1430.00
|
1475.10
(-47.43%)
|
Target met |
Hold
|
|
|
Natco’s Q1FY25 beat was driven by higher sales of gRevlimid while its subsidiaries in Brazil and Canada (INR 1.8bn of sales) also did well.
|
|
30 May 2024
|
Natco Pharma
|
ICICI Direct
|
775.50
|
1250.00
|
1020.30
(-23.99%)
|
Target met |
Buy
|
|
|
|
|
27 Mar 2024
|
Natco Pharma
|
Geojit BNP Paribas
|
775.50
|
1116.00
|
973.50
(-20.34%)
|
Target met |
Accumulate
|
|
|
|
|
21 Feb 2024
|
Natco Pharma
|
SBI Securities
|
775.50
|
977.00
|
1041.15
(-25.52%)
|
Target met |
Accumulate
|
|
|
Natco Pharma is a well-established player in the domestic formulations market with a significant market share in the domestic oncology segment. In oncology, it has brands catering to diseases including breast, bone, lung and ovarian cancer.
|
|
11 Aug 2023
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
900.00
|
876.05
(-11.48%)
|
Target met |
Hold
|
|
|
Natco’s Q1FY24 performance was ahead of our expectations on all fronts. gRevlimid continues to be an important growth driver though, in Q1, domestic and agrochemical biz too picked up after a long haul. Windfall from gRevlimid is invested in R&D (8-10% of sales) to build a generic pharma and agrochemical pipeline to aid growth beyond gRevlimid.
|
|
21 Jun 2023
|
Natco Pharma
|
Geojit BNP Paribas
|
775.50
|
765.00
|
623.20
(24.44%)
|
Target met |
Buy
|
|
|
|
|
31 May 2023
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
650.00
|
618.80
(25.32%)
|
Target met |
Hold
|
|
|
Natco Pharma’s (Natco) Q4FY23 revenue growth of 50% and margins were driven by higher sales in the export market. Company is confident of gaining further traction in the export business in the next couple of quarters.
|
|
15 Feb 2023
|
Natco Pharma
|
ICICI Direct
|
775.50
|
565.00
|
537.35
(44.32%)
|
Target met |
Hold
|
|
|
|
|
13 Feb 2023
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
816.00
|
533.95
(45.24%)
|
Target met |
Buy
|
|
|
Natco Pharma’s (Natco) Q3FY23 performance was above our estimates on revenue front. Revenue grew 14% QoQ to Rs4.9bn (I-sec:4.7bn). YoY numbers are not comparable due to one-off licensing income in Q3FY22. US business saw a healthy sequential improvement driven by strong flu season sales.
|
|
05 Dec 2022
|
Natco Pharma
|
Geojit BNP Paribas
|
775.50
|
704.00
|
568.05
(36.52%)
|
Target met |
Buy
|
|
|
|
|
17 Nov 2022
|
Natco Pharma
|
ICICI Direct
|
775.50
|
660.00
|
569.85
(36.09%)
|
Target met |
Hold
|
|
|
|
|
14 Nov 2022
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
816.00
|
573.40
(35.25%)
|
Target met |
Buy
|
|
|
Natco Pharma’s (Natco) Q2FY23 performance was lower than our estimates on all fronts. Revenue grew 14.6% YoY (-51.2% QoQ) to Rs4.3bn – below our expectation of Rs5.6bn.
|
|
13 Aug 2022
|
Natco Pharma
|
ICICI Direct
|
775.50
|
735.00
|
647.35
(19.80%)
|
Target met |
Hold
|
|
|
|
|
11 Aug 2022
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
818.00
|
672.85
(15.26%)
|
Target met |
Buy
|
|
|
Natco Pharma’s (Natco) Q1FY23 performance was ahead of our estimates led by ramp-up in Revlimid.
|
|
01 Jun 2022
|
Natco Pharma
|
ICICI Direct
|
775.50
|
820.00
|
710.80
(9.10%)
|
|
Hold
|
|
|
|
|
18 Feb 2022
|
Natco Pharma
|
ICICI Securities Limited
|
775.50
|
955.00
|
871.00
(-10.96%)
|
|
Hold
|
|
|
|