Aarti Pharmalabs Limited has informed the Exchange about Investor Presentation
AARTIPHARM · price
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Awaiting price reaction for this filing.
Aarti Pharmalabs filed its Q1-FY26 investor presentation showing standalone revenue of INR 375 crore (down 4.6% year-on-year) but EBITDA grew nearly 14% YoY to INR 95 crore, with margins expanding by 412 basis points to 25.4% on better product mix. Consolidated revenue was INR 386 crore, EBITDA margin improved 731 bps YoY to 24.7%, and profit after tax was INR 49.5 crore (down 10.8% YoY) due to joint venture accounting changes. The company guided for FY26 EBITDA growth of 12-15% and CDMO revenue growth of 30-40%, backed by two major capex projects: a INR 400 crore greenfield Atali site (mechanical completion by Q2-FY26) and a INR 150 crore brownfield Tarapur expansion lifting Xanthine capacity from 5,000 to 9,000 MTPA by Q4-FY26. The CDMO business has 21 customers and 60 active projects (33 commercial, 27 under development), with management aiming to lift global Xanthine market share from 15-20% to 20-25%.
Margin expansion on a YoY basis is a positive signal, but weak QoQ revenue decline and lower consolidated PAT may keep the stock range-bound near term. Investors should track Atali commissioning and Xanthine capacity ramp-up in H2-FY26 for the next growth trigger.