Aarti Pharmalabs Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Aarti Pharmalabs reported Q1 FY27 standalone revenue of Rs 535 crore, up 42% year-on-year, with EBITDA of Rs 133 crore and profit after tax of Rs 71 crore. Management attributed the growth to record Xanthine derivatives sales driven by higher realizations amid raw material cost increases linked to the Middle East crisis, while the API and CDMO segments saw more modest contributions of 30% and 7% of revenue respectively. Management also discussed capacity expansions including completion of steroid block debottlenecking at Tarapur, commercialization of additional Xanthine capacity, and a new Rs 149 crore capex for a dedicated CDMO block at Atali.
Aarti Pharmalabs reported Q4 FY2026 standalone revenue of Rs.580 Crores, up 9% year-on-year, while full year FY2026 revenue was Rs.1798 Crores against Rs.1771 Crores in FY2025. EBITDA and profit after tax declined both for the quarter and the full year compared to the previous year, with management citing a net foreign exchange loss and cost pressures from the West Asia conflict. Management discussed segment performance across Xanthine derivatives, API/Intermediates and CDMO/CMO, and outlined capex plans and capacity expansions at Tarapur and Atali for the coming year.