NATURAL CAPSULES LIMITED

The investor presentation from Natural Capsules Limited reported on the company's performance for Q1 FY27, highlighting revenues of ₹48.71 crore and an EBITDA of ₹1.12 crore, reflecting a year-on-year increase of 8% and 251%, respectively. Management noted that the quarter was strong operationally, despite challenges from a previous plant shutdown and a new ERP system that temporarily disrupted billing and dispatch. The gelatine capsules segment showed healthy margins, while the HPMC segment faced demand fluctuations in the US market. The API business experienced mixed results due to geopolitical uncertainties, but management reported progress in contract manufacturing and technical advancements. The presentation emphasized a commitment to R&D and regulatory compliance, with plans to scale API production and enhance profitability. Overall, management expressed confidence in sustaining performance through the financial year.

The presentation conveyed both positive operational achievements and challenges in certain segments.