ALFA Finder| 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
- ₹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.