ALFA Finder| Management target | Revenue 18.0% Next 3-4 Years |
|---|
| Margins | EBITDA margins rising towards 25% target. |
|---|---|
| Order book | 57 active CDMO projects; 37 in commercial stage. |
| Demand visibility | Strong growth in CDMO and Xanthine segments. |
| Management confidence | High |
Growth
Q1FY27 Revenue grew 38.7% YoY; PAT grew 65.4% YoY. Standalone EBITDA margins reached 24.82%.
Outlook
Targeting 15-18% Revenue and EBITDA CAGR over next 3-4 years. Brownfield CDMO capex planned for H2FY28.
Risks
Geopolitical tensions keeping raw material prices elevated; temporary shutdown at Unit 4 impacted Steroid production.
Last quarter's promises, checked
Delivered
- Targeted 15-18% Revenue/EBITDA CAGR → delivered 38.7% Rev growth (= BEAT)
- Expected CDMO growth 40-50% → delivered 57 active projects/robust growth (= BEAT)
- Xanthine capacity expansion to 9,000 MTPA → incremental capacity available (= BEAT)
Partly delivered
- Atali Phase 1 operational by Q1FY27 → Phase 1 operational but Block 2 capex ongoing (= PARTIAL)
Missed
- API Segment to surpass FY25 (Rs.700-770 Cr) → Segment impacted by Unit 4 shutdown (= MISS)
Investor Presentation filed with BSE, NSE: AARTIPHARM. Summary written with AI assistance from the document.
Aarti Pharmalabs Ltd: key numbers
- Share price
- ₹923.50
- Market cap
- ₹8,374 Cr
- Revenue (annual)
- ₹1,819 Cr
- Net profit (annual)
- ₹174.7 Cr
- P/E (TTM)
- 32.6×Sector 43.8×
- Promoter holding
- 39.66%-3.20% QoQ
- FII holding
- 8.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aarti Pharmalabs Ltd
All →Aarti Pharmalabs Earnings Call Transcript: Key Takeaways
Aarti Pharmalabs delivered record quarterly revenue driven by strong CDMO growth, though aggressive capex is temporarily elevating debt and working capital.
- Call
- Guides 45% growth
Aarti Pharmalabs Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue INR 6,126Mn (+46.8% YoY), EBITDA INR 1,358Mn (22.2% margin), PAT INR 658Mn (+180% YoY). H1 revenue +44.7%. Xanthine capacity expansion and Atali capex drive growth.
Aarti Pharmalabs Management Change
Aarti Pharmalabs accepted CFO Piyush Lakhani's resignation, effective 30 October 2026, and appointed Vibha Thakker as CFO from 31 October 2026. The filing records a senior management change with no monetary amount.
Aarti Pharmalabs Q2 FY27 Results: Net Profit ₹71.5 Cr, Up 248.8% YoY
Aarti Pharmalabs Ltd reported revenue from operations of ₹610.5 Cr (+45.9% YoY) and net profit of ₹71.5 Cr (+248.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹71.5 Cr · +248.8% YoY
Aarti Pharmalabs Other Announcement
Aarti Pharmalabs has intimated under Regulation 46 that it revamped its website at the existing URL to improve design and accessibility. The notice has no financial or business substance.
Aarti Pharmalabs Employee Stock Options
Aarti Pharmalabs granted 850 stock options to employees under its PSOP 2023 at Rs.5 exercise price. This is an employee incentive grant, not a capital raise.