ALFA Finder| 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
- ₹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.