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Natural Capsules Ltd (BOM:524654) Q4 2025 Earnings Call Highlights: Navigating Challenges and ...
Natural Capsules Ltd (BOM:524654) Q4 2025 Earnings Call Highlights: Navigating Challenges and ...

Yahoo

time5 days ago

  • Business
  • Yahoo

Natural Capsules Ltd (BOM:524654) Q4 2025 Earnings Call Highlights: Navigating Challenges and ...

Release Date: June 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. 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. 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. Warning! GuruFocus has detected 7 Warning Signs with BOM:524654. Q: What is the expected top-line revenue from the API facility in its first year of operation, and what PLI benefits are anticipated? A: The expected top-line revenue from the API business in the first year is about 65 crores, with anticipated PLI benefits of approximately 9 crores. The company has addressed delays with the authorities, and the Department of Pharmaceuticals is evaluating the situation. - Mr. Sunil Mundra, Managing Director Q: Can you elaborate on the impact of US tariffs on Chinese HPMC capsules and the strategy for the HPMC line segment? A: The US has imposed an 88% duty on Chinese HPMC capsules, compared to 14% on Indian capsules, creating a competitive advantage for us. We expect to scale up our HPMC business in the US, with anticipated revenue growth from 9 crores to 27 crores in FY26. - Mr. Sunil Mundra, Managing Director Q: What are the operational improvements implemented to ensure consistent quality and yield in the API segment? A: We have introduced standard operating procedures in manufacturing batches to ensure consistent quality and yield. Continuous monitoring and R&D efforts are in place to improve yields to industry standards. - Mr. Sunil Mundra, Managing Director Q: How does the company plan to address the challenges in the API segment, given the current market conditions? A: The API segment faces challenges due to excess capacity in China and declining prices. We are focusing on ramping up capacity utilization and securing regulatory approvals to improve operational performance. - Mr. Sunil Mundra, Managing Director Q: What is the company's strategy for growth in the capsule business, and how will it impact profitability? A: The focus is on regulated markets and value-added products to drive growth and restore profitability. We anticipate an 8-10% growth in the capsule business, with improved margins due to strategic marketing and product composition changes. - Mr. Sunil Mundra, Managing Director For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Hydroxypropyl Methylcellulose (HPMC) Capsules Research Report 2025: Market to Reach $664.1 Million by 2030 - Rising Demand for Vegetarian and Gelatin-free Capsules Drives Growth
Hydroxypropyl Methylcellulose (HPMC) Capsules Research Report 2025: Market to Reach $664.1 Million by 2030 - Rising Demand for Vegetarian and Gelatin-free Capsules Drives Growth

Yahoo

time27-05-2025

  • Business
  • Yahoo

Hydroxypropyl Methylcellulose (HPMC) Capsules Research Report 2025: Market to Reach $664.1 Million by 2030 - Rising Demand for Vegetarian and Gelatin-free Capsules Drives Growth

Understand the significant growth trajectory of the HPMC Capsules Without Gelling Aid segment, which is expected to reach US$429.1 Million by 2030 with a CAGR of a 6.8%. The HPMC Capsules With Gelling Aid segment is also set to grow at 7.9% CAGR over the analysis Analysis: Gain insights into the U.S. market, valued at $118.4 Million in 2024, and China, forecasted to grow at an impressive 11.3% CAGR to reach $146.0 Million by 2030. Discover growth trends in other key regions, including Japan, Canada, Germany, and the Asia-Pacific. Hydroxypropyl Methylcellulose (HPMC) Capsules Market Dublin, May 27, 2025 (GLOBE NEWSWIRE) -- The "Hydroxypropyl Methylcellulose (HPMC) Capsules - Global Strategic Business Report" report has been added to global market for Hydroxypropyl Methylcellulose (HPMC) Capsules was valued at US$439.1 Million in 2024 and is projected to reach US$664.1 Million by 2030, growing at a CAGR of 7.1% from 2024 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. The report includes the most recent global tariff developments and how they impact the Hydroxypropyl Methylcellulose (HPMC) Capsules market. Hydroxypropyl methylcellulose (HPMC) capsules have become increasingly important in the pharmaceutical and nutraceutical industries, but why are they so essential for modern clean-label and plant-based formulations? HPMC capsules are made from plant-derived cellulose, providing an alternative to traditional gelatin capsules, which are animal-based. These capsules are used to encapsulate a variety of products, including medications, vitamins, dietary supplements, and herbal products. The appeal of HPMC capsules lies in their versatility, safety, and alignment with the growing demand for plant-based, non-GMO, and allergen-free options. As more consumers seek products that align with vegan and vegetarian lifestyles, HPMC capsules offer a plant-based solution that is compatible with clean-label requirements. They are ideal for health-conscious consumers and patients who avoid animal-derived ingredients due to dietary restrictions or religious beliefs. Furthermore, HPMC capsules are stable, highly customizable, and meet industry standards for pharmaceutical and nutraceutical applications, making them a critical component in modern healthcare formulations. What Factors Are Driving the Growth of the HPMC Capsules Market?Several factors are driving the rapid growth of the HPMC capsules market, including the increasing demand for plant-based alternatives, the rise of clean-label products, and the growing awareness of environmental sustainability. One of the primary drivers is the shift in consumer preferences toward plant-based products. As more people adopt vegetarian and vegan diets, the demand for non-animal-derived capsules has grown significantly. HPMC capsules, being plant-based, offer an ideal solution for companies looking to meet this demand while maintaining product integrity and rise of clean-label products is another significant factor contributing to the market's growth. Consumers are increasingly seeking supplements and medications that contain fewer artificial ingredients and are free from common allergens. HPMC capsules align with these clean-label demands, as they are non-GMO, gluten-free, and hypoallergenic. This makes them especially attractive in the nutraceutical industry, where transparency and natural ingredients are key selling points. By choosing HPMC capsules, companies can appeal to health-conscious consumers who prioritize ingredient quality and ethical growing focus on sustainability and eco-friendly practices is also driving demand for HPMC capsules. As they are made from cellulose, a renewable resource, HPMC capsules are seen as a greener alternative to gelatin capsules, which rely on animal by-products. Consumers and businesses alike are becoming more mindful of their environmental impact, and choosing plant-based, biodegradable capsules is a step toward reducing that footprint. This environmental advantage is becoming increasingly important in both the pharmaceutical and nutraceutical industries, where sustainability is a growing advancements in capsule manufacturing and the development of specialized delivery systems are further boosting the growth of the HPMC capsules market. Innovations in moisture protection, enteric coatings, and controlled-release mechanisms have expanded the applications for HPMC capsules, making them suitable for a wider range of products. As companies continue to develop new and innovative formulations, the need for versatile, high-performance capsules like HPMC is global expansion of the nutraceutical market is another important factor. With rising health awareness and increasing demand for dietary supplements, especially in regions like Asia-Pacific and North America, the need for high-quality capsules is growing rapidly. HPMC capsules, with their stability, compatibility with various ingredients, and alignment with consumer preferences for natural products, are well-positioned to capitalize on this growth. The nutraceutical sector, driven by trends like preventive healthcare and wellness, continues to fuel demand for clean-label and plant-based delivery systems, further driving the growth of the HPMC capsules advancements in technology, increasing consumer demand for plant-based and clean-label products, and a growing focus on sustainability, the HPMC capsules market is poised for significant growth. As pharmaceutical and nutraceutical industries continue to innovate and prioritize consumer health, HPMC capsules will remain at the forefront, offering a reliable, versatile, and ethical solution for delivering medications and supplements in a modern, health-conscious Are HPMC Capsules Critical for Pharmaceutical and Nutraceutical Applications?HPMC capsules are critical for pharmaceutical and nutraceutical applications because they meet the growing demand for plant-based, allergen-free, and stable delivery systems. In the pharmaceutical industry, HPMC capsules are widely used for oral medications because they are neutral, chemically stable, and resistant to cross-linking, which can occur with gelatin capsules over time. This stability ensures that the capsules maintain their effectiveness and integrity during storage and transportation, protecting the active ingredients nutraceutical applications, where consumers are increasingly focused on clean-label and natural ingredients, HPMC capsules offer a plant-based alternative that aligns with dietary and ethical preferences. The rise in popularity of vegetarian and vegan lifestyles has driven the demand for capsules that are free from animal-derived ingredients, and HPMC capsules meet this requirement. They are also non-GMO and free from common allergens such as gluten, soy, and dairy, making them suitable for individuals with specific dietary restrictions or critical advantage of HPMC capsules is their suitability for moisture-sensitive ingredients. Certain pharmaceuticals and dietary supplements, such as probiotics, enzymes, and herbal extracts, are highly sensitive to moisture and can lose potency when exposed to humid conditions. HPMC capsules offer superior moisture protection compared to gelatin capsules, ensuring that these sensitive ingredients remain stable and effective throughout their shelf life. This moisture resistance makes HPMC capsules an ideal choice for both pharmaceuticals and nutraceuticals that require long-term Scope Report Features: Comprehensive Market Data: Independent analysis of annual sales and market forecasts in US$ Million from 2024 to 2030. In-Depth Regional Analysis: Detailed insights into key markets, including the U.S., China, Japan, Canada, Europe, Asia-Pacific, Latin America, Middle East, and Africa. Company Profiles: Coverage of players such as ACG Worldwide Pvt., Ltd., BioCaps Enterprise, Bright Caps GmbH, Bright Pharmacaps Inc., Capscanada Corporation and more. Complimentary Updates: Receive free report updates for one year to keep you informed of the latest market developments. Segments: Product Type (Without Gelling Aid, With Gelling Aid) End-User (Pharmaceutical Companies End-User, Food & Beverage Companies End-User, Contract Manufacturing Organizations (CMOs) End-User, Cosmetic Companies End-User, Other End-Users) Tariff Impact Analysis: Key Insights for 2025What's Included in This Edition: Tariff-adjusted market forecasts by region and segment Analysis of cost and supply chain implications by sourcing and trade exposure Strategic insights into geographic shifts Buyers receive a free July 2025 update with: Finalized tariff impacts and new trade agreement effects Updated projections reflecting global sourcing and cost shifts Expanded country-specific coverage across the industry Key Attributes: Report Attribute Details No. of Pages 259 Forecast Period 2024 - 2030 Estimated Market Value (USD) in 2024 $439.1 Million Forecasted Market Value (USD) by 2030 $664.1 Million Compound Annual Growth Rate 7.1% Regions Covered Global Key Topics Covered: MARKET OVERVIEW Influencer Market Insights Tariff Impact on Global Supply Chain Patterns Global Economic Update Hydroxypropyl Methylcellulose (HPMC) Capsules - Global Key Competitors Percentage Market Share in 2024 (E) Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2024 (E) MARKET TRENDS & DRIVERS Rising Demand for Vegetarian and Gelatin-free Capsules Drives Growth in HPMC Capsules Market Expansion of the Nutraceutical and Dietary Supplement Industry Spurs Adoption of HPMC Capsules Technological Advancements in Capsule Formulation and Encapsulation Propel Innovation in HPMC Capsules Growth in Use of HPMC Capsules for Delayed Release and Modified Release Formulations Expands Market Potential Growth in Use of HPMC Capsules in Herbal Medicines and Functional Foods Expands Addressable Market Increasing Focus on Sustainable and Biodegradable Capsule Materials Expands Market Reach FOCUS ON SELECT PLAYERS ACG Worldwide Pvt., Ltd. BioCaps Enterprise Bright Caps GmbH Bright Pharmacaps Inc. Capscanada Corporation Capsugel, Inc. Excellent Health Products Co., Ltd. Farmacapsulas S.A. Healthcaps India Limited Natural Capsules Ltd. Qualicaps, Inc. Shanghai Honest Chem Co., Ltd. Shaoxing Kangke Capsule Co., Ltd. Suheung Co Ltd. Sunil Healthcare Wuhan Carma Technology Co., Ltd Zhejiang Yuexi Capsule Co., Ltd. For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Hydroxypropyl Methylcellulose (HPMC) Capsules Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Revenue minister Jagat Singh Negi orders penalty on firms failing to complete solar fencing work
Revenue minister Jagat Singh Negi orders penalty on firms failing to complete solar fencing work

Time of India

time23-04-2025

  • Business
  • Time of India

Revenue minister Jagat Singh Negi orders penalty on firms failing to complete solar fencing work

Shimla: Revenue and horticulture minister Jagat Singh Negi on Wednesday directed the officials concerned to impose a penalty, as per the contract, if the firms engaged in solar fencing and field preparation fail to complete the work on time. Chairing a meeting of the governing council of the HP Shiva Project , Negi also asked Dr Yashwant Singh Parmar Horticulture and Forestry University, Nauni in Solan district, to provide high-quality plants of plum and persimmon (Japanese fruit) to the farmers. He further directed the purchase of water-soluble nutrients and pesticides from branded companies through a tender process, besides the purchase of high-tech spray kits, pumps, and other equipment with the cooperation of the Horticultural Produce Marketing and Processing Corporation (HPMC). The minister said the HP Shiva Project was being implemented in seven districts of the state with a total outlay of 163 million dollars (Rs 1,292 crore), and so far, Rs 190 crore had been spent under this project. Under this project, solar fencing work is proposed on 4,000 hectares of land, and a target is set to complete the work on 2,750 hectares of land by June this year. So far, solar fencing work has been completed on 828 hectares of land. Negi also said only 'true-to-type' plants should be given to the farmers, whose quality was being tested in the molecular lab at Neri in Hamirpur – the facility has also been approved by the Asian Development Bank. He also mentioned that samples taken from the farmers' fields were being tested and the report was made available in seven or eight days. The minister, meanwhile, was informed that Nauni University would provide 40,000 saplings each of plum and persimmon varieties by Feb next year and a total of one lakh plants by the year 2027. As many as 66 agenda items were approved in the meeting. It was informed that an integrated digital platform was being developed under the HP Shiva Project, in which 75 types of artificial intelligence-based services like plant protection, disease management, soil testing, moisture level, weather information, tracing and tracking of production, capacity building, and marketing, etc., would be made available. MSID:: 120553555 413 |

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