நாம் முதலீடு செய்தது தவறோ 😳 கவிழ வாய்ப்பு பிரகாசம்! Natco In depth Analysis in Tamil - Q2, Revlimid

Описание: Natco Pharma Q2 FY26 Results Explained | Revlimid Final Quarter | Semaglutide Big Opportunity | CHS Demerger & Listing 2026 | Future Big Launches

In this video, we break down Natco Pharma’s Q2 FY26 earnings call, management commentary, and the complete future roadmap after Revlimid. This includes every important update directly from the Q&A session—in simple and clear language.

🔥 What You Will Learn in This Video?
1. Q2 FY26 Performance
Total revenue: ₹1,463 crore
Net profit: ₹517.9 crore
Export formulations: ₹1,147 crore
CHS revenue: ₹52.4 crore (now EBITDA positive)
Higher R&D & one-time bonus impacted profits

2. Revlimid: The Final Boost
Management clearly stated:
Q2 FY26 is the LAST meaningful Revlimid quarter
From Q3 & Q4 onward → very minimal Revlimid revenue
Competition is extremely high
No aggressive guidance given
Small sales may continue, but Revlimid era is over
They confirmed:
“Q2 is the end.”

3. Natco’s New Base Business (Post-Revlimid)
CEO guidance for next 6 months:
Revenue: ₹750–800 crore per quarter
PAT: ₹135–150 crore per quarter
FY26 PAT: ~₹1,000 crore
Meaning: Natco has a stable non-Revlimid business ready.

4. Big Future Growth Drivers
a) Semaglutide (Ozempic/Wegovy)
India filing in December
Launch expected March/April (first wave)
Huge domestic opportunity
US market: Natco has First-to-File (FTF) – massive long-term potential

b) Major FTF products in pipeline
Ibrutinib
Olaparib
Erdafitinib
Semaglutide
CEO said:
“Next 10 years, many FTFs are lined up. Somewhere we will get a breakthrough.”

c) Big US launches coming in FY27 & FY28
FY26–27 will be dull, but FY27–28 will see large launch years.

d) Strong ROW performance
Brazil, Canada, Saudi & China performing well.

e) Domestic formulations stable
New launches like Residee Plans improving the base business.

5. CHS (Crop Health Sciences) Demerger – Major Value Unlocking
What Natco Confirmed
CHS is now EBITDA positive
CHS revenue: ₹52.4 crore in Q2
Natco will demerge CHS into a separate listed company
Target listing year: 2026
CEO said:
“We will demerge this business and list it separately.”

What Happens to Shareholders?
You will keep your Natco Pharma shares
You will get CHS shares free as per a share swap ratio
CHS becomes an independent listed agro-chemical company
Swap Ratio Explanation (Expected logic)

Revlimid contribution ends → Natco entering new growth cycle
Semaglutide could be the next blockbuster

FY27–28 will have big US launches
CHS listing will unlock hidden value
Base business stabilizes at ₹750–800 crore/quarter

Natco’s business model remains strong:
Stable base + occasional blockbuster + new vertical (CHS).

Timestamp:

00:00 Intro
00:19 What's Inside?
00:55 Q2 Results
02:57 Segment Wise
03:51 Crop Health Science
05:35 Revlimid
07:03 Future Drugs
11:12 CEO Answers
14:18 Future Revenue
15:29 Conclusion


Hi friends! I’m VJ Dhana, a financial content creator based in Chennai, originally from Tiruvannamalai. I come from an engineering background and work as a digital marketing expert. My goal is simple — to make every Tamil-speaking individual financially aware and confident in understanding the share market.

On this channel, you’ll find detailed Tamil-language videos on the stock market, business news, IPO reviews, mutual fund insights, economic breakdowns, and investment strategies — just like your mini Mint or Economic Times, but simplified and made for the common man.

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