Aarti Drugs Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Aarti Drugs reported Q1 FY27 consolidated revenue of Rs 703.6 crores, up 19% year-on-year, with EBITDA growing 30% to Rs 96.9 crores and EBITDA margin at 13.8%. Management attributed the growth to improved API realizations amid geopolitical disruptions in West Asia along with steady volume growth across API and Specialty Chemicals segments. The company also discussed progress on its Sayakha facility ramp-up, Metformin capacity expansion plans, and regulatory approvals across its API and formulations businesses.
Aarti Drugs reported Q4 FY26 consolidated revenue of Rs 721.1 crore, up 6% year-on-year and 20% quarter-on-quarter, with EBITDA of Rs 96.6 crore and an EBITDA margin of 13.4%. Management said pricing began stabilizing from September 2025 and strengthened further in Q4, aided by rising crude prices, while the new methylamine facility at Sayakha ramped up to nearly 1,000 tonnes per month in March 2026. Formulation revenue grew 41% year-on-year in Q4 to Rs 91.3 crore, with exports contributing 69% of that revenue.