ALFA Finder| 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
- ₹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.