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NATCO Pharma Limited (NATCOPHARM) Fair Value & Analysis

Healthcare · IN · Market cap ₹167B

NP NATCO Pharma Limited NATCOPHARM · NSE
Price₹931.40
Fair Value₹1,139
Upside+22.2%
Quality54/100
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Evidence: High Range ₹846.76 – ₹2,139

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price −0.3% over the past month.

Price vs Fair Value (12 months)

₹1,206 ₹790.18 Fair Value ₹1,139 Jul 2025 Jul 2026

12‑month range ₹790.18 – ₹1,206 · fair‑value band ₹846.76 – ₹2,139 · the ₹931.40 price screens below the ₹1,139 fair value. As of Jul 3, 2026.

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Analysis

NATCO Pharma Limited (NATCOPHARM) currently trades at ₹931.40, while our model-based Fair Value estimate is ₹1,139 — implying the stock looks roughly 22.2% undervalued today. We read business quality at 54/100 (solid quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, NATCO Pharma Limited generated revenue of ₹40.8B at a net margin of 34.8%. Revenue declined 39.6% year over year. It earns a return on equity of 16.9%. Net debt stands at ₹5.2B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹40.8B
Revenue growth (YoY) -39.6%
Net margin 34.8%
Return on equity 16.9%
Free cash flow ₹13.8B FY2026
P/E ratio 11.8
More key figures
Operating margin 10.4%
EPS (TTM) ₹79.19
Dividend yield 0.5%
EPS growth (YoY) -34.1%
Net debt ₹5.2B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

NATCO Pharma Limited, a pharmaceutical company, engages in the research and development, manufacturing, and marketing of finished dosage formulations, active pharmaceutical ingredients (APIs), and intermediates in India, the United States, and internationally. The company offers formulations in various therapeutic areas, including cancers of blood, liver, kidney, lung, brain, breast, and ovary; and APIs in various categories, such as oncology, central nervous system, pain management, and cardiovascular care. It also provides orthopedic products comprising bisphosphonates, which are oral and injectable drugs; and gastroenterology products consisting of novel drugs for chronic hepatitis-B and hepatitis-C, as well as contract manufacturing services. In addition, the company offers neurology, cardiology and diabetology products for the treatment of hypertension, stable angina, and CHF. Further, the company provides agro chemicals and biological pest management solutions for management …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

NATCO Pharma Limited reported revenue of ₹40.8B in FY2026 versus ₹19.5B in FY2022, a compound +20.3%/yr. Reported net income was ₹14.2B in FY2026, compounding +70.0%/yr from FY2022.

Revenue +20.3%/yr
FY22 ₹19.5B
FY23 ₹27.1B
FY24 ₹40.0B
FY25 ₹44.3B
FY26 ₹40.8B
Net income +70.0%/yr
FY22 ₹1.7B
FY23 ₹7.2B
FY24 ₹13.9B
FY25 ₹18.9B
FY26 ₹14.2B

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Similar stocks

6 more Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Jul 3, 2026).

Stock Price Fair Value vs Fair Value
Jiangsu Hengrui Pharmaceuticals Co 1276 HK$57.85 HK$29.84 -48%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,786 ₹991.46 -44%
Zoetis Inc Z1TS34 R$25.93 R$19.70 -24%
Hansoh Pharmaceutical Group 3692 HK$29.30 HK$23.90 -18%
Divi's Laboratories Limited DIVISLAB ₹6,639 ₹1,281 -81%
Swedish Orphan Biovitrum AB SOBI kr 435.00 kr 285.77 -34%

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Frequently asked questions

Is NATCO Pharma Limited (NATCOPHARM) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹1,139 versus a price of ₹931.40 — about +22% (undervalued). Model-based estimate, not financial advice.
What is the fair value of NATCOPHARM?
Our model-based fair value for NATCO Pharma Limited is ₹1,139 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹931.40.
What is the quality score of NATCOPHARM?
NATCO Pharma Limited has a Quality Score of 54/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of NATCO Pharma Limited (NATCOPHARM)?
NATCO Pharma Limited reported trailing-twelve-month revenue of about ₹40.8B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of NATCOPHARM?
The net profit margin of NATCO Pharma Limited is about 34.8%, meaning it keeps roughly 34.8% of revenue as net income. Based on the latest reported figures.
Does NATCO Pharma Limited pay a dividend?
NATCO Pharma Limited currently shows a dividend yield of about 0.54% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.