| 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
- ₹489.95
- Market cap
- ₹4,472 Cr
- Revenue (annual)
- ₹2,565 Cr
- Net profit (annual)
- ₹194.9 Cr
- P/E (TTM)
- 19.5×Sector 43.8×
- Promoter holding
- 54.07%-0.36% QoQ
- FII holding
- 2.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aarti Drugs Ltd
All →Aarti Drugs Business Update
Aarti Drugs disclosed that the US FDA inspected its subsidiary Pinnacle Life Science's Baddi plant on 2-6 November 2026 and issued three Form 483 observations. The company states there is no financial or operational impact.
Aarti Drugs Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 826.2 Cr (+27% YoY), EBITDA Rs 137.9 Cr (16.6% margin, +370 bps), PAT Rs 82.8 Cr (+83%). Specialty chemicals nearly doubled; formulations grew 58%.
Aarti Drugs Results Update
Aarti Drugs reports Q2 FY27 revenue of ₹828.8 Crore and PAT of ₹82.8 Crore, up 83% YoY. Results reflect record quarterly EBITDA and margin expansion.
Aarti Drugs Q2 FY27 Results: Net Profit ₹82.8 Cr, Up 83.2% YoY
Aarti Drugs Ltd reported revenue from operations of ₹826.2 Cr (+26.6% YoY) and net profit of ₹82.8 Cr (+83.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹82.8 Cr · +83.2% YoY
Aarti Drugs Board Meeting Date
Aarti Drugs Ltd intimated BSE and NSE of a board meeting on November 3, 2026, to consider audited financial results for the quarter and half year ended September 30, 2026. Trading window remains closed until 48 hours after results declaration.
Aarti Drugs Other Announcement
The company submitted its quarterly shareholding pattern as of September 30, 2026, in compliance with SEBI Listing Regulations.