| Revenue growth | 7% YoY for FY26; 6% YoY for Q4FY26. |
|---|---|
| Margins | Q4 EBITDA margin at 13.4%; sequential expansion of 410 bps. |
| Demand visibility | Improving export traction and shifting mix toward regulated markets. |
| Management confidence | High; citing Sayakha facility scale-up and stabilized pricing trends. |
Growth
Q4FY26 revenue grew 20% QoQ to ₹721.1 Cr; FY26 EBITDA increased 3% YoY to ₹311.6 Cr.
Outlook
Commissioning of Sayakha facility milestone (1,000 tonnes/month); focus on US/EU regulatory approvals and backward integration for FY27 profitability.
Risks
API realization pressure, raw material volatility, and geopolitical supply chain disruptions in West Asia impacting logistics costs.
Earnings Call filed with NSE, NSE: AARTIDRUGS. Summary written with AI assistance from 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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