Aarti Pharmalabs Limited has informed the Exchange about Transcript
AARTIPHARM · price
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Aarti Pharmalabs reported a strong FY25 with consolidated revenue of Rs. 2,113 crore (up 14% YoY) and full-year EBITDA of Rs. 464 crore (up 20% YoY). Q4 FY25 revenue grew 11% YoY to Rs. 564 crore, with EBITDA margins expanding to 26% (from 23%) and PAT hitting a record Rs. 88 crore (up 35% YoY). The company announced a total dividend of Rs. 5 per share for FY25. Management guided for 12-15% standalone EBITDA growth and 30-40% revenue growth in CDMO for FY26, with CAPEX of Rs. 400-450 crore. The Xanthine capacity expansion to 9,000 MT is progressing for full commissioning by Q1 FY27, with 80-90% utilization targeted over 3 years. The greenfield Atali project is in final stages, expected to be operationalized in FY26.
Strong margin expansion (300 bps YoY to 26%) and record PAT signal robust operational performance. The 12-15% EBITDA guidance for FY26 was viewed as conservative by analysts given CDMO's 30-40% growth outlook, and management hinted at faster growth potential. Near-term margin pressure from Atali ramp-up costs expected, but FY27 seen as a major acceleration year. The strong order visibility in CDMO and capacity expansion plans support the growth narrative, though Ganesh Polychem weakness and FX losses were minor headwinds.