| Revenue growth | 19% YoY growth in Q1 FY27 reaching ₹704 Crores. |
|---|---|
| Margins | EBITDA margin improved to 13.8% from 12.6% YoY. |
| Demand visibility | Strong, driven by expansion into 100+ countries and 16 targeted geographies. |
| Management confidence | High, citing strong volume base and recovery in profitability via backward integration. |
Growth
Revenue grew 19% YoY; EBITDA surged 30% to ₹97 Cr; PBT increased 35% to ₹69 Cr.
Outlook
Capex of ₹600 Cr complete; targeting ₹35-50 Cr revenue from new anti-inflammatory facility; expanding oncology and dermatology portfolios.
Risks
Historical topline impact from China dumping and sharp API price erosion; regulatory compliance hurdles in diverse geographies.
Last quarter's promises, checked
Delivered
- Guided 14% EBITDA margin goal → delivered 13.8% (≈ 14%) (= BEAT)
- Guided Sayakha utilization ramp-up → delivered 65% utilization (= BEAT)
- Guided Brownfield Baddi expansion → delivered progressing as planned (= BEAT)
Partly delivered
- Guided US market entry → delivered DMF filed but 10-12 month inspection wait (= PARTIAL)
- Guided Metformin capacity expansion → delivered 1,400 TPM utilized, 2,200 TPM target pending (= PARTIAL)
Missed
- Guided Salicylic acid production → delivered only 67 tons due to delays (= MISS)
Investor Presentation filed with BSE, NSE: AARTIDRUGS. Summary written with AI assistance from the document.
Aarti Drugs Ltd: key numbers
- Share price
- ₹428.80
- Market cap
- ₹3,914 Cr
- Revenue (annual)
- ₹2,565 Cr
- Net profit (annual)
- ₹194.9 Cr
- P/E (TTM)
- 20.5×Sector 47.4×
- Promoter holding
- 54.43%-0.60% QoQ
- FII holding
- 1.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aarti Drugs Ltd
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