| Revenue growth | 19% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin expanded 120 bps YoY to 13.8%. |
| Demand visibility | Encouraging demand outlook for API portfolio in regulated markets. |
| Management confidence | Strong operational performance; resilient business model despite global volatility. |
Growth
Revenue grew 19% YoY; EBITDA increased 30% YoY; PBT grew 35% YoY. API segment contributed 72.5% of revenue.
Outlook
Ongoing brownfield expansion at Baddi for OSD; Sayakha facility ramping up; targeted annual revenues of ₹35-50 Cr from new anti-inflammatory multi-purpose facility.
Risks
Historical API price erosion and dumping from China; uncertain global environments; USFDA and UK regulatory compliance requirements.
Last quarter's promises, checked
Delivered
- Guided 55-60% Sayakha utilization in Q1 → delivered ~60% (= BEAT)
- Targeted 8-10% volume growth → delivered 19% revenue growth (= BEAT)
- Guided 13.5-14% EBITDA margin for FY27 → delivered 13.8% in Q1 (= BEAT)
Partly delivered
- Targeted 100-200 bps EBITDA margin improvement → delivered 120 bps (= PARTIAL)
Investor Presentation 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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