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Aarti Drugs Limited (524348) investor relations material
Aarti Drugs Limited Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary21 Jul, 2025
Executive summary
Q1 FY26 revenue grew 6% year-over-year to ₹591 crore, with API business up 5% and formulation business up 14% to ₹80 crore.
Gross margin improved by 130–140 bps year-over-year to 36.8%, and EBITDA increased 12% year-over-year to ₹74 crore, with EBITDA margin at 12.6%.
PAT rose 62% year-over-year to ₹54 crore, with PAT margin up 310 bps to 9.1%.
Capacity expansion and backward integration projects are underway, including new greenfield and brownfield facilities.
Regulatory approvals in the US and UK for key facilities are expected to drive future growth in regulated markets.
Financial highlights
Q1 FY26 revenue: ₹591 crore, up 6% year-over-year; API business up 5%; formulation business up 14% to ₹80 crore.
Gross margin: 36.8% (up 130–140 bps year-over-year); EBITDA: ₹74 crore (up 12% year-over-year); EBITDA margin: 12.6%.
PAT: ₹54 crore (up 62% year-over-year); PAT margin: 9.1% (up 310 bps year-over-year); EPS: ₹5.91.
CapEx in Q1 FY26: ₹48.5 crore; FY26 CapEx guidance: ₹150–200 crore.
Net debt at consolidated level: ~₹597 crore; debt-to-equity ratio: 0.42–0.45.
Outlook and guidance
Expecting further improvement in EBITDA margins driven by higher capacity utilization, backward integration, and increased sales in regulated markets.
Volume growth guidance: 15% CAGR for FY26 and FY27; revenue growth expected at 15% annually, with negative price variance limited to H1 FY26.
EBITDA margin target of 15–16% achievable by FY27, with potential for 16%+ as capacity utilization improves.
Tax rate expected to be 20–21% in FY26, rising to 25% from FY27.
Board and auditors confirmed the company’s ability to continue as a going concern, with no material uncertainties disclosed.
When will Tarapur API facility sales commence?
What is the target CAGR for FY26 and FY27?
What is the debt structure of the company?
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Next Aarti Drugs Limited earnings date
Q2 20263 Nov, 2025
Next Aarti Drugs Limited earnings date
Q2 20263 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Aarti Drugs Limited is an India-based pharmaceutical company engaged in the manufacturing and marketing of active pharmaceutical ingredients (APIs), formulations, and specialty chemicals. The company produces APIs across various therapeutic categories, including antibiotics, anti-inflammatory, antidiabetic, and cardiovascular drugs. It also manufactures finished dosage forms for domestic and international markets. Aarti Drugs operates multiple manufacturing facilities and focuses on research and development to enhance its product portfolio. The company is headquartered in Mumbai, India, and its shares are listed on the NSE and BSE.
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