Q4 2025 Natural Capsules Ltd Earnings Call Transcript

Jun 4, 2025 / 10:30 AM GMT

Release Date Price: ₹250.8 (+9.54%)

Transcript

Key Points

Positve

Natural Capsules Ltd (BOM:524654) reported a revenue growth of 2.61% quarter-on-quarter and 11.8% year-on-year for Q4 FY25.
The company anticipates improved profitability due to the softening of gelatin prices in the international market.
The imposition of an 88% duty by the US on Chinese HPMC capsules compared to a 14% duty on Indian HPMC capsules opens up significant opportunities for Indian manufacturers.
Natural Capsules Ltd has secured firm orders in the HPMC business, providing strong visibility for improved performance.
The company expects top-line growth to be driven by HPMC capsules, which command higher realization and superior profitability.

Negative

Profit after tax for Q4 FY25 decreased by 46.32% compared to Q4 FY24.
For the full year FY25, profit after tax decreased by 88.88% compared to FY24.
The API segment faces challenges with industry-wide pressure on product realization due to significant excess capacity in China.
The company has experienced delays in the start of the PLI scheme due to issues with the pollution control board.
Natural Capsules Ltd has been missing targets and guidance quarter-on-quarter, leading to concerns about execution consistency.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NACP.NS - Natural Capsules Ltd
Q4 2025 Natural Capsules Ltd Earnings Call
Jun 04, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 and FY25 earnings conference call of Natural Capsules Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the opening remarks conclude.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Abhishek Mera from TIL Advisors.

Thank you and over to you.

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Unidentified_2 [2]
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