Please find attached Investor Presentation
AARTIPHARM · price
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Aarti Pharmalabs reported Q4 FY26 standalone revenue of ₹5,797 Mn (up 36% QoQ) with PAT of ₹620 Mn, aided by strong CDMO/CMO deliveries. Full-year FY26 revenue was flat at ₹17,976 Mn vs FY25, but EBITDA fell 4.8% to ₹4,061 Mn (22.59% margin vs 24.08% prior year) and PAT dropped sharply by 31.5% to ₹1,762 Mn, impacted by higher finance costs, depreciation, and foreign exchange losses. Management disclosed multi-year targets targeting 15-18% Revenue & EBITDA CAGR over the next 3-4 years, plans to initiate R&D investment in TIDES (Peptides & Oligonucleotides) in FY27, and a dedicated CDMO block at Atali with 1-year completion target. Capacity expansion for Xanthine derivatives at Tarapur and Atali Phase 1 are both expected to be fully operational by June 2026.
Despite strong Q4 sequential recovery, FY26 profitability declined significantly due to cost headwinds and higher leverage, though management's multi-year growth guidance and upcoming capacity expansions signal medium-term recovery potential. Near-term margin pressure from input cost hikes in API/Intermediates remains a concern.