| Revenue growth | 19% YoY growth in Q1 FY27 reaching ₹704 Crores. |
|---|---|
| Margins | EBITDA margin improved to 13.8% from 12.6% YoY. |
| Demand visibility | Strong, driven by expansion into 100+ countries and 16 targeted geographies. |
| Management confidence | High, citing strong volume base and recovery in profitability via backward integration. |
Growth
Revenue grew 19% YoY; EBITDA surged 30% to ₹97 Cr; PBT increased 35% to ₹69 Cr.
Outlook
Capex of ₹600 Cr complete; targeting ₹35-50 Cr revenue from new anti-inflammatory facility; expanding oncology and dermatology portfolios.
Risks
Historical topline impact from China dumping and sharp API price erosion; regulatory compliance hurdles in diverse geographies.
Last quarter's promises, checked
Delivered
- Guided 14% EBITDA margin goal → delivered 13.8% (≈ 14%) (= BEAT)
- Guided Sayakha utilization ramp-up → delivered 65% utilization (= BEAT)
- Guided Brownfield Baddi expansion → delivered progressing as planned (= BEAT)
Partly delivered
- Guided US market entry → delivered DMF filed but 10-12 month inspection wait (= PARTIAL)
- Guided Metformin capacity expansion → delivered 1,400 TPM utilized, 2,200 TPM target pending (= PARTIAL)
Missed
- Guided Salicylic acid production → delivered only 67 tons due to delays (= MISS)
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.
More from Aarti Drugs Ltd
All →Aarti Drugs Management Change
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Aarti Drugs Limited conducted its 41st Annual General Meeting on September 26, 2026, to consider various ordinary and special business resolutions.
Aarti Drugs Annual General Meeting
Aarti Drugs Ltd has issued a notice for its 41st Annual General Meeting scheduled for September 26, 2026. The agenda includes financial statements and director appointments.
Aarti Drugs Annual Report
Aarti Drugs has released its Annual Report for FY 2025-26 and notice for its 41st Annual General Meeting scheduled for September 26, 2026.
Aarti Drugs Investor Presentation: Key Takeaways
Aarti Drugs reported Q1 FY27 revenue of ₹703.6 Cr, up 19% YoY, with EBITDA rising 30% to ₹96.9 Cr. Strategy focuses on backward integration at Sayakha and USFDA-regulated market expansion.
Aarti Drugs Investor Presentation: Key Takeaways
Aarti Drugs reported Q1FY27 revenue of ₹703.6 Cr with 19% YoY growth. EBITDA rose 30% to ₹96.9 Cr, driven by volume growth and improved pricing realizations across API and Specialty Chemicals portfolios.