AARTIDRUGSNSEAarti Drugs Limited· PharmaceuticalsMediumNeutral
Announced Tue, 6 May · 18:59 IST

Aarti Drugs Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AARTIDRUGS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Aarti Drugs filed its Q4 & FY25 Investor Presentation on May 6, 2025. For Q4 FY25, consolidated revenue rose 9% YoY to Rs. 679 crore, EBITDA grew 10% to Rs. 95 crore, and PAT jumped 33% to Rs. 63 crore with margin improving to 9.2% from 7.6%. For full-year FY25, revenue declined 5% to Rs. 2,403 crore, EBITDA fell 5% to Rs. 303 crore, and PAT dipped 2% to Rs. 168 crore, though margins held steady at 12.6% (EBITDA) and 7.0% (PAT). The company outlined its 'Aarti 2.0' strategy with a Rs. 600 crore capex plan over 4-5 years targeting revenue potential of Rs. 4,200-4,500 crore in 5-6 years with higher margin profile. Net debt stood at Rs. 615 crore with Net Debt/Equity at 0.45x, and the company maintained a distribution policy of about 15-30% of consolidated net profits (~23% distributed in FY25).

Likely market impact

The strong Q4 recovery in PAT margins and the company's multi-year growth roadmap with revenue targets of Rs. 4,200-4,500 crore could boost investor confidence, though full-year revenue decline and ongoing capex may keep short-term performance muted.