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Aarti Drugs Limited (524348) investor relations material
Aarti Drugs Limited Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary10 Nov, 2025
Executive summary
Achieved strong year-over-year growth in revenue, EBITDA, and PAT for Q2 and H1 FY26, driven by robust export demand, margin improvement initiatives, and disciplined execution.
Strategic focus on backward integration, capacity expansion, and cost competitiveness, with new facilities like Sayakha/Saryaka commencing production and enhancing operational efficiency.
Export demand offset domestic softness, especially in antibiotics, supporting overall margin performance.
Ongoing regulatory progress and ESG initiatives, including EU/USFDA certifications and renewable energy projects.
Audited standalone and consolidated financial results for Q2 and H1 FY26 were approved, with no material impact from operational incidents.
Financial highlights
Q2 FY26 consolidated revenue: ₹652.9 crore, up 9% year-over-year; H1 FY26: ₹1,243.7 crore, up 8%.
Q2 FY26 EBITDA: ₹84.4 crore, up 23% year-over-year; margin expanded to 12.9%.
Q2 FY26 PAT: ₹45.2 crore, up 29% year-over-year; H1 FY26 PAT: ₹99.1 crore, up 45%.
Gross margin for Q2 FY26 at 37.5%, up 310 bps year-over-year; PAT margin at 6.9%.
CapEx for Q2 FY26: ₹45.6 crore; H1 FY26 CapEx near ₹100 crore; major capex cycle nearing completion.
Outlook and guidance
Targeting high single-digit value growth for H2 FY26 and mid-teens volume growth in FY27 if ramp-up succeeds.
EBITDA margin expected to improve sequentially, targeting 15% by end of FY27, contingent on capacity utilization and product ramp-up.
Focus on scaling utilization and converting new assets into steady earnings contributors.
Tax rate guidance remains at approximately 25% for FY26 and FY27.
Sayakha's impact on metformin cost/margin?
Salicylic acid plant EBITDA positive timeline?
What drives current gross margin improvement?
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Next Aarti Drugs Limited earnings date
Q3 25/2629 Jan, 2026
Next Aarti Drugs Limited earnings date
Q3 25/2629 Jan, 2026
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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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