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Earnings Call

Aarti Pharmalabs Earnings Call: Key Takeaways

Aarti Pharmalabs reported Q4 FY26 revenue of ₹580 Cr (+9% YoY) but PAT declined to ₹62 Cr from ₹89 Cr due to higher costs and forex losses.

Highlights
Revenue growth9% YoY for Q4 FY26; FY26 flat at ₹1798 Cr.
MarginsEBITDA margins impacted by new facility ramp-up costs and energy inflation.
Demand visibilityStrong CDMO pipeline; 54 active projects with 35 in commercial stage.
Management confidenceHigh for long-term CDMO growth and Atali phase 1 ramp-up.

Growth

FY26 revenue hit ₹1798 Cr; EBITDA at ₹406 Cr. CDMO segment grew 32% YoY.

Outlook

Guiding 15-18% revenue/EBITDA growth for next 3-4 years. CDMO projected to grow 40-50% in FY27.

Risks

Geopolitical tensions in West Asia affecting logistics/energy costs; pricing pressure in API intermediates.

Source

Earnings Call filed with BSE, 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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16:06 IST BSE
Promoter Selling

Aarti Pharmalabs Promoter Selling: ₹106.4 Cr

Promoters sold a total of 15.12 lakh shares via open market transactions, aggregating to ₹106.43 Crore.

Value
₹106.4 Cr
18:50 IST BSE
Management Change

Aarti Pharmalabs Management Change

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11:17 IST BSE
Promoter Selling

Aarti Pharmalabs Promoter Selling

Aarti Pharmalabs promoters sold a net 29.03 lakh shares, reducing their stake from 42.88% to 39.66%. No transaction value is disclosed in this periodic SAST filing.

17:26 IST BSE
Annual General Meeting

Aarti Pharmalabs Annual General Meeting

Aarti Pharmalabs conducted its 7th Annual General Meeting on September 22, 2026, to transact ordinary and special business, with voting results to follow.

12:32 IST BSE
Promoter Selling

Aarti Pharmalabs Promoter Selling: ₹10.43 Cr

Promoter Group entities, Safechem Enterprises and Relacion Trusteeship, sold 1,19,400 shares of Aarti Pharmalabs in the open market for a total of ₹10.43 Crore.

Value
₹10.43 Cr