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
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Aarti Pharmalabs delivered record quarterly revenue driven by strong CDMO growth, though aggressive capex is temporarily elevating debt and working capital.
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 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 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.
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 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.
Aarti Pharmalabs Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Aarti Pharmalabs Ltd has scheduled a board meeting for October 28, 2026, to consider and approve unaudited standalone and consolidated financial results.
Aarti Pharmalabs has filed a Writ Petition with the Gujarat High Court challenging a ₹59.50 Crore stamp duty and penalty order from the Superintendent of Stamps.
Aarti Pharmalabs Limited has reconstituted its Nomination and Remuneration Committee effective October 01, 2026. Smt. Jeenal Savla will serve as the Chairperson of the committee.
Promoters sold a total of 15.12 lakh shares via open market transactions, aggregating to ₹106.43 Crore.
Aarti Pharmalabs reported directorate changes, including Shri Rashesh Gogri's appointment as Managing Director, Smt. Hetal Gogri Gala's re-designation, and the cessation of Shri Rajendra Gogri.
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.
7th AGM presentation for Aarti Pharmalabs. Reported Standalone FY26 Revenue of INR 1,798 Cr with 23% EBITDA margin; Consolidated revenue down 14% YoY to INR 1,819 Cr.
Aarti Pharmalabs conducted its 7th Annual General Meeting on September 22, 2026, to transact ordinary and special business, with voting results to follow.