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Earnings Call

Aarti Drugs Earnings Call: Key Takeaways

Aarti Drugs reported FY26 revenue of ₹2,568 Cr (+7% YoY) and PAT of ₹195 Cr (+16% YoY). Q4 saw strong sequential recovery with 20% revenue growth, driven by Sayakha facility scale-up.

Highlights
Revenue growth7% YoY for FY26; 6% YoY for Q4FY26.
MarginsFY26 EBITDA margin at 12.1% (-50 bps YoY).
Demand visibilityImproving export traction and stabilized API pricing trends.
Management confidenceHigh for FY27 recovery and margin improvement.

Growth

FY26 Revenue up 7% to ₹2,568 Cr; EBITDA up 3% to ₹312 Cr; PAT up 16% to ₹195 Cr.

Outlook

Sayakha facility reached ~1,000 tonnes/month run-rate; focusing on regulated markets (EU/US) and backward integration for FY27 profitability improvement.

Risks

Startup losses at new facilities, domestic antibiotic market weakness, raw material volatility, and geopolitical supply chain disruptions.

Source

Earnings Call filed with BSE, NSE: AARTIDRUGS. Summary written with AI assistance from the document.

Read the document ↗

Aarti Drugs Ltd: key numbers

Share price
₹427.40
Market cap
₹3,901 Cr
Revenue (annual)
₹2,565 Cr
Net profit (annual)
₹194.9 Cr
P/E (TTM)
20.4×Sector 50.4×
Promoter holding
54.43%-0.60% QoQ
FII holding
1.52%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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