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Earnings Call

Aarti Pharmalabs Earnings Call: Key Takeaways

Aarti Pharmalabs reported FY26 standalone revenue of INR 17,976 Mn with a 23% EBITDA margin. Strategy focuses on CDMO expansion and backward integration for Xanthine derivatives.

Highlights
Revenue growthFY26 Standalone: 1.5% YoY; Q4FY26: 9.5% YoY.
MarginsFY26 Standalone EBITDA margin at 22.59% vs 24.08% FY25.
Order bookCDMO logged highest ever quarterly revenue at INR 155 Cr.
Management confidenceTargeting 15-18% CAGR over next 3-4 years.

Growth

FY26 standalone revenue grew 1.5% YoY; Q4FY26 revenue surged 36.3% QoQ. CDMO sales grew significantly to INR 276 Cr.

Outlook

Targeting 15-18% Revenue/EBITDA CAGR over 3-4 years. FY27 CAPEX outlook INR 400 Cr; Atali Phase 1 fully operational Jun'26.

Risks

Geopolitical tensions causing input and logistics price hikes; difficult cost pass-through in API/Intermediates segments.

Source

Earnings Call filed with NSE, NSE: AARTIPHARM. Summary written with AI assistance from the document.

Read the document ↗

Aarti Pharmalabs Ltd: key numbers

Share price
₹939.55
Market cap
₹8,520 Cr
Revenue (annual)
₹1,819 Cr
Net profit (annual)
₹174.7 Cr
P/E (TTM)
40.0×Sector 50.4×
Promoter holding
42.86%-0.22% QoQ
FII holding
8.17%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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