Natural Capsules Ltd
Natural Capsules Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Company-level revenue for the coming year is expected around Rs. FY'26 revenue expected around Rs.
From Natural Capsules Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Company-level revenue for the coming year is expected around Rs. 195 to Rs. 196 crore, implying about Rs. 25-26 crore incremental business.
- Rs. 15 crore of the incremental revenue is anticipated from the US market, mainly through exports of HPMC capsules.
- Another Rs. 10 crore is expected from increased sales in HPMC capsule lines in India and other global markets.
- API business revenue is forecasted to rise significantly from marginal Rs. 1.26 crore to ~Rs. 65 crore next year, contributing about 25%-27% of total revenue.
- Mid-teen revenue growth (around 15%) is targeted, driven mainly by HPMC capsule business expansion.
- HPMC capsule segment revenue projected to grow from Rs. 9 crore last year to Rs. 27 crore this year.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Natural Capsules Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The API project capex increased from the initial Rs. 100 crores to about Rs. 167 crores actual, total block capex around Rs. 200 crores including other capitalized expenses.
- Increase in capex reflected a capacity enhancement from 17 to 37 metric tons to meet PLI scheme commitments for 3 products.
- Current construction and facilities for the API site are designed with regulatory compliance in mind, with only minor incremental equipment costs expected for regulated market requirements.
- Two new HPMC capsule production lines are being added to the capsule business, delayed from last year but now on track.
2 more points management made on capital expenditure plans
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Natural Capsules Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company has secured firm orders in the HPMC capsule business, providing strong visibility for improved performance in FY'26.
- Exports to regulated markets, including the US, are expected to increase significantly, with current US exports around Rs. 5 crore anticipated to grow to Rs. 20 crore, indicating a Rs. 15 crore jump.
- Overall, the company aims to reach a revenue target of about Rs. 195-200 crore in FY'26, with Rs. 15 crore expected from the US and the balance growth from other markets and segments.
2 more points management made on order book & pipeline
Natural Capsules Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹58 Cr, net loss ₹5 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Natural Capsules Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Natural Capsules Ltd Q4 FY25 results?
Company-level revenue for the coming year is expected around Rs. FY'26 revenue expected around Rs.
What is Natural Capsules Ltd share price analysis?
Natural Capsules Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹154 Cr. Investors should review the full earnings analysis for detailed insights.
Is Natural Capsules Ltd planning capital expenditure?
The API project capex increased from the initial Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.