Aarti Drugs Limited has informed the Exchange about Transcript
AARTIDRUGS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Aarti Drugs reported Q4 FY25 revenue of INR679 crores, up 9% YoY, with EBITDA margins improving sharply to 14% and PAT rising 33% YoY to INR63 crores. For the full year, revenue declined 5% YoY due to muted global demand and elevated raw material costs, but gross margins expanded 200 bps to 35.8% as input costs normalized in H2. A key positive was the USFDA lifting the import alert on the Tarapur API facility in February 2025, enabling resumption of US exports. Management guided to a consolidated EBITDA margin of 14-15%, revenue target of INR3,000 crores by FY27 (revised down from an earlier INR4,000 crores target), and FY26 capex of INR150-200 crores. The Saykha greenfield project for backward integration has commenced trial production, and the Tarapur facility is scaling toward 1,600 tons/month by end of FY26.
Strong Q4 execution and the USFDA clearance are clear positive catalysts, with management confidently guiding to sustained margin expansion of 14-15% and double-digit revenue growth over the next two years. Shareholders can expect improved profitability from new capacity ramp-up and backward integration, though the revised revenue target signals a more cautious near-term growth outlook.