| Revenue growth | 19% YoY consolidated; 20% YoY standalone. |
|---|---|
| Margins | EBITDA margin 13.8%; expansion driven by better realizations. |
| Demand visibility | Healthy demand across API and Spec Chem portfolio. |
| Management confidence | High; citing operational resilience and stable facilities. |
Growth
Revenue up 19% YoY; EBITDA grew 30% YoY; EBITDA margins expanded 120 bps to 13.8%.
Outlook
Targeting 15% EBITDA margins; expected 10-15% volume growth over next 2 years; Sayakha facility ramp-up continues.
Risks
Geopolitical conflicts in West Asia, elevated freight costs, raw material price volatility, and Chinese competition in Salicylic acid.
Last quarter's promises, checked
Delivered
- Guided 55-60% Sayakha utilization for June quarter → delivered 60% (= BEAT)
- Guided 100 bps gross contribution improvement → delivered 120 bps margin expansion (= BEAT)
- Guided 10-15% volume growth → delivered 19% revenue growth (= BEAT)
Partly delivered
- Guided 13.5-14% EBITDA margin → delivered 13.8% (= PARTIAL)
Investor Presentation 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.
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