Aarti Drugs Limited has informed the Exchange regarding a press release dated July 18, 2025, titled "Q1 & FY26 Business & Financial Performance".
AARTIDRUGS · price
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On the reaction day the stock moved 4.2 pts more than Nifty Microcap 250 and 4.4 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Aarti Drugs reported consolidated revenue of Rs. 590.8 crores for Q1 FY26, up 6% year-on-year but down 13% sequentially from Q4 FY25. EBITDA grew 12% YoY to Rs. 74.4 crores with margins expanding by 70 basis points to 12.6%. Profit after tax surged 62% YoY to Rs. 54 crores, with PAT margin improving sharply by 310 bps to 9.1%. All four business segments grew YoY, led by Specialty Chemicals (+24%) and Formulations (+14%). The company spent Rs. 48.5 crores on capex in the quarter and guided for Rs. 150-200 crores of FY26 capex, mainly for new facilities at Sayakha and Tarapur.
Strong YoY earnings growth, especially the 62% PAT jump, shows margin recovery and operating leverage. However, the sharp sequential decline from Q4 FY25 in revenue and profit signals a weaker start to the year. Long-term prospects look supported by new USFDA approvals, capacity expansion, and potential benefits from US tariffs on Chinese pharma imports.