Aarti Drugs Limited has informed the Exchange regarding 'Presentation made to the shareholders at 40th AGM'.
AARTIDRUGS · price
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Awaiting price reaction for this filing.
Aarti Drugs shared its AGM presentation covering FY25 and Q1 FY26 results. FY25 revenue fell 5% to Rs. 2,403 crores with PAT down 2% to Rs. 168 crores, but Q1 FY26 showed a strong rebound with revenue up 6% to Rs. 591 crores and PAT jumping 63% to Rs. 54 crores. EBITDA margin improved to 12.6% in Q1 FY26 from 11.9% a year ago, and PAT margin expanded sharply to 9.1% from 6.0%. The company highlighted that its Rs. 600 crore capex (Sayakha and Tarapur greenfield projects) is nearly complete, expected to boost both capacity and margins. Key growth drivers include Salicylic Acid plant scaling to ~1,600 tonnes/month by FY26 end, launch of Gliptins in anti-diabetics, and formulation expansion into Latin America and Africa.
The margin expansion in Q1 FY26 and the imminent completion of major capex projects signal potential earnings growth ahead. The strong 63% PAT growth in Q1 FY26 should be viewed positively by shareholders, though the full-year FY25 showed revenue decline. The company's stated policy of distributing 15-30% of net profits as dividend/buyback remains supportive for shareholders.