We are going to see peak revenues in FY26, PE will go down more. Already export data confirms, next quater is good. So I presume revlamid revenue drop is factored, any acquisition (next year we can see it happening), which would increase base is always plus (though can’t cover revlamid).
Semaglutide for india may surprise streets.
Let’s see how story unfolds. Head we win, tails we loose less.
There are already many players lined up in Indian Semaglutide. Natco should be looked at as a company to bet on management.
There is no base business, thus can’t assign any terminal value to the business. The bet is on the management to find new avenues of growth in complex molecules and investors should have a much longer timeframe.
Disclosure: I am holding it (~3% of pf)
Are the Q3 results expected to be weak? Why is the share price declining more than that of similar pharma companies? Is it due to market volatility? If so, would this be the best time to accumulate more shares?
Promoter &Insider selling in previous concall itself management indicate uncertainty lies ahead. So there may be price dip in the nearterm.
Sharing below one YouTube video discussing Natco Vs DrReddy
Not invested.
dr.vikas
where is this mentioned in the con-call, can you highlight the same
