Aarti Drugs Limited has informed the Exchange about Investor Presentation
AARTIDRUGS · price
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Awaiting price reaction for this filing.
Aarti Drugs filed its Q1 FY26 investor presentation with the exchanges on July 19, 2025. Consolidated total revenue grew 6% year-on-year to Rs. 591 crores, driven by recovery in API volumes. EBITDA rose 12% YoY to Rs. 74 crores with margin expanding 70 basis points to 12.6%, while profit after tax jumped 63% YoY to Rs. 54 crores, lifting PAT margin to 9.1% from 6.0%. The company spent Rs. 48.5 crores on capex in the quarter and guided to Rs. 150–200 crores for full FY26. New greenfield facilities at Sayakha (anti-diabetic backward integration) and Tarapur (Salicylic Acid, targeting 1,600 tonnes/month by end of FY26) are advancing. Management also flagged potential opportunity from US tariffs on Chinese pharma imports, given Aarti's USFDA-approved API and formulation facilities.
Sharp PAT growth and 310 bps margin expansion signal improving operating leverage and benefits from the ongoing backward integration drive. New capacity, USFDA approvals, and the China-plus-one opportunity support medium-term growth, though timely ramp-up of the Tarapur and Sayakha plants remains a key monitorable for shareholders.