NATCOPHARM

What Natco Pharma promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 25 tracked 8 delivered 4 missed 13 open
  • PAT FY26 delivered, diluted said Q3 FY25 Promised: Similar to FY25 (guided at 1800-2000 cr) Q1 FY27: This guidance pertains to FY26, which has concluded. The final verdict was achieved_diluted.
  • Revlimid Market Share missed said Q2 FY25 Promised: Capture almost 1/3 of the total market by January Q1 FY27: This promise concluded with a 'missed' verdict. Q1 FY27 call confirms Revlimid contribution is now 'negligible'.
  • Consolidated Revenue FY27 diluted said Q4 FY26 Promised: INR 3,400 crores to INR 3,500 crores Q1 FY27: Revised guidance slightly down to 'INR 3,300 crores to INR 3,400 crores' from the original 'INR 3,400 crores to INR 3,500 crores'.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 25 tracked commitments for Natco Pharma — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens