| Revenue growth | 6% YoY, 20% QoQ growth in Q4 FY26. |
|---|---|
| Margins | EBITDA margin 13.4%; targeting 100-200 bps improvement in FY27. |
| Order book | Dossiers in approval stage for oncology; export contracts signing post-development. |
| Demand visibility | Strong visibility in existing API products; growing regulated market approvals. |
| Management confidence | High on long-term backward integration benefits despite current macro challenges. |
Growth
Revenue grew 6% YoY and 20% QoQ. Formulation segment saw 41% YoY growth; API domestic revenue up 7%.
Outlook
Targeting 13.5%-14% EBITDA margins for FY27. Planned capex of ₹300-400 Cr over 3-4 years focusing on brownfield expansion.
Risks
West Asia war impacting raw material costs (ammonia) and freight. Salicylic acid plant currently shut due to process inefficiencies.
Earnings Call filed with BSE, 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.
More from Aarti Drugs Ltd
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