| Revenue growth | Q2 +27% YoY to Rs 826.2 Cr |
|---|---|
| Margins | Q2 EBITDA margin 16.6%, +370 bps YoY, six-year high |
| Demand visibility | Broad-based growth; strong export demand cited |
| Management confidence | Upbeat: 'landmark quarter', 'highest-ever' metrics |
Growth
H1 FY27 net revenue Rs 1,529.0 Cr (+23%); EBITDA +48% to Rs 234.8 Cr; PAT +34% to Rs 132.9 Cr.
Outlook
No numeric guidance. Capacity expansion at Tarapur, Sarigam and Baddi, including new USFDA-compliant capacity; focus on utilisation and regulated markets.
Risks
History of API price erosion; global volatility; Rs 140.3 Cr working-capital outflow in H1; CEO transition from 1 Oct 2026.
Last quarter's promises, checked
Delivered
- EBITDA margin 'very easy' to reach 15% once utilisation improves; 14% 'quite doable' → 16.6% Q2 (= BEAT)
Partly delivered
- Spec-chem to repeat Q1 run-rate (~Rs 82 Cr) for 3 quarters → 'nearly doubled' YoY, absolute not disclosed (= PARTIAL)
- Baddi OSD capacity to nearly double, no date → Baddi listed as in progress, formulations +58% YoY (= PARTIAL)
Investor Presentation filed with BSE, NSE: AARTIDRUGS. Summary written with AI assistance from the document.
Aarti Drugs Ltd: key numbers
- Share price
- ₹466.30
- Market cap
- ₹4,256 Cr
- Revenue (annual)
- ₹2,565 Cr
- Net profit (annual)
- ₹194.9 Cr
- P/E (TTM)
- 22.3×Sector 41.3×
- 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 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.
Aarti Drugs Other Announcement
Aarti Drugs has updated its list of authorized personnel for determining materiality of events and making stock exchange disclosures, effective October 1, 2026.
Aarti Drugs Management Change
Aarti Drugs Ltd announced the retirement of Director Uday M. Patil and the appointment of new directors, including Adhish P. Patil as the Managing Director.