Aarti Drugs Limited has informed the Exchange about Investor Presentation
AARTIDRUGS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Aarti Drugs reported Q4 FY26 revenue of Rs. 721 crore (up 6% YoY) and FY26 revenue of Rs. 2,568 crore (up 7%). EBITDA margin contracted to 13.4% in Q4 and 12.1% for FY26 due to start-up losses from new facilities. PAT grew 16% YoY to Rs. 195 crore in FY26. The company completed Rs. 600 crore capex with Sayakha facility now running at ~1,000 TPM. Regulated market contribution increased from 66% to 73%, and exports rose from 35% to 38%. Management highlighted sequential recovery in Q4 with 20% revenue growth and 72% EBITDA growth versus Q3. Key growth initiatives include anti-diabetic capacity expansion to 2,200 TPM and oncology investment of Rs. 200 crore.
Margins remain under pressure from facility scale-up costs, but sequential improvement signals recovery. The completed capex and improving business mix (higher regulated market share) should support better profitability in FY27. Net Debt/Equity at 0.44x indicates manageable leverage.