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17 Sep 2025 |
Natco Pharma
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Consensus Share Price Target
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854.60 |
982.64 |
- |
14.98 |
hold
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09 Jun 2017
|
Natco Pharma
|
Edelweiss
|
854.60
|
1213.00
|
1072.30
(-20.30%)
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Buy
|
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Natco Pharmaceuticals Ltd (NPL) continues to deliver on near-term expectations while simultaneously building up pipeline for a sustainable future growth.
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07 Jun 2017
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Natco Pharma
|
Axis Direct
|
854.60
|
1030.00
|
995.35
(-14.14%)
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Target met |
Buy
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Higher gTamiflu profit share (increased market share and stronger flu season) pushed Q4FY17 EBITDA to Rs 2.4bn, up 159% YoY and 22% above our estimate (despite Rs 600mn one-time expense).
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01 Jun 2017
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Natco Pharma
|
Edelweiss
|
854.60
|
1027.00
|
943.70
(-9.44%)
|
Target met |
Buy
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Natco Pharmaceuticals Ltd (NPL) reported a topline of INR 577 crs, which was 5% higher than our estimates of INR 550 crs. The strong uptick in numbers was primarily on account of profit...
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31 May 2017
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Natco Pharma
|
ICICI Securities Limited
|
854.60
|
1055.00
|
933.65
(-8.47%)
|
Target met |
Buy
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EBITDA margins improved 1810 bps YoY to 41.7% (I-direct estimates: 38.5%) mainly due to Oseltamivir exclusivity. EBITDA grew 159% to | 241 crore (I-direct estimate: | 215 crore) Adjusted net profit increased 178% YoY to | 177 crore (I-direct...
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23 Mar 2017
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Natco Pharma
|
Edelweiss
|
854.60
|
995.00
|
790.10
(8.16%)
|
Target met |
Buy
|
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Natco Pharmaceuticals (Natco) is a R&D focused player with strong focus on oncology and hepatology. The company is a market leader in the domestic generic oncology space with 23% market share.
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09 Mar 2017
|
Natco Pharma
|
Angel Broking
|
854.60
|
926.00
|
782.40
(9.23%)
|
Target met |
Buy
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Natco Pharma is a Hyderabad based pharma company with focus on limited competition and high margin products. It has presence in domestic and global markets and has two main business segments i.e. API and Formulations. Natco's topline and bottomline is set to grow at 36% and 61% CAGR over FY16-FY19E due to 1) strong performance of domestic..
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17 Feb 2017
|
Natco Pharma
|
HDFC Securities
|
854.60
|
|
762.35
(12.10%)
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Results Update
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Revenue rose by 54.83% to Rs. 642.86 Cr in Q3FY17 when compared to the previous quarter. Also, it grew by 133.62% when compared with Q3FY16.
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16 Feb 2017
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Natco Pharma
|
Edelweiss
|
854.60
|
995.00
|
766.45
(11.50%)
|
Target met |
Buy
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Natco Pharmaceuticals Ltd (NPL) reported a topline of INR 679 crs, which was 55% higher than our estimates of INR 321 crs. The strong uptick in numbers was primarily on account of...
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15 Feb 2017
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Natco Pharma
|
ICICI Securities Limited
|
854.60
|
870.00
|
754.00
(13.34%)
|
Target met |
Buy
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ICICI Securities Ltd | Retail Equity Research Revenues grew 136% YoY to | 679 crore (I-direct estimate: | 407 crore) mainly on account of sales and profit sharing from Oseltamivir (gTamiflu; anti-infective) under exclusivity in the US EBITDA margins improved 1713 bps YoY to 38.3% (I-direct estimate: 23.5%) mainly due to gTamiflu exclusivity. EBITDA grew 326% to | 260 crore (I-direct estimate: | 96 crore) Adjusted net profit increased 428% YoY to | 195 crore (I-direct...
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22 Dec 2016
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Natco Pharma
|
Karvy
|
854.60
|
841.00
|
593.30
(44.04%)
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Target met |
Buy
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Stellar Quarter on the Back of gTamiflu Inventory Build-up; Target Price Raised: Alvogen (Natcos commercialization partner for gTamiflu) launched gTamiflu onDec 12, 2016. But gTamiflu sales to Alvogen were recorded for the quarter ended September 2016, because the agreement is structured such that Natco will sell gTamiflu at cost plus certain markup to Alvogen. The sales are basically inventory build-up of gTamiflu in the run-up to the launch. The profits from gTamiflu sales in US would be shared between Alvogen and Natco.
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