Aarti Drugs Limited has informed the Exchange regarding a press release dated May 06, 2025, titled "Q4 & FY25 Business & Financial Performance".
AARTIDRUGS · price
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Awaiting price reaction for this filing.
Aarti Drugs reported a strong Q4 FY25 with consolidated revenue up 9% YoY to Rs. 678.6 crores and PAT jumping 33% YoY to Rs. 62.8 crores, with PAT margins improving 160 basis points to 9.2%. However, full-year FY25 was weak with revenue declining 5% to Rs. 2,403.4 crores and PAT slipping 2% to Rs. 168.1 crores, hurt by muted global demand and elevated raw material costs earlier in the year. The API segment was the mainstay at Rs. 1,938 crores (81% of revenue), while Formulations dropped 23% and Specialty Chemicals grew 3% during FY25. On the regulatory front, the USFDA lifted the Import Alert 66-40 on the Tarapur facility in February 2025, allowing exports of key APIs like Ciprofloxacin to the US market. The company also invested Rs. 177 crores in capex, distributed Rs. 69 crores to shareholders, and announced a 26.25% stake in a 24.4 MWp solar power SPV for renewable energy.
The strong Q4 rebound and USFDA clearance are positive catalysts that could lift sentiment and re-rate the stock, but the full-year revenue decline and ongoing pricing pressures in APIs may cap near-term upside. Shareholders benefit from continued dividend distribution, healthy 0.45 debt-to-equity ratio, and visible capacity ramp-up at Tarapur and Sayakha projects targeting ~1,600 tonnes/month by FY26 end.