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Aarti Drugs
Aarti Drugs (524348) investor relations material
Aarti Drugs Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary4 Feb, 2026
Executive summary
Q3 FY26 revenue grew 8% YoY to INR 602.9 crore, with PAT up 58% YoY to INR 40.5 crore and margin at 6.7%, driven by strong domestic and export formulation sales, but profitability was impacted by low utilization, weaker antibiotic demand, supply chain delays, and a one-time plant shutdown.
Export formulations and operationalization of new backward integration and salicylic acid plants contributed to growth and margin stability.
January sales trends are encouraging, indicating a potential inflection point for improved performance in coming quarters.
Audited standalone and consolidated financial results for Q3 and nine months ended December 2025 were approved and published.
Interim dividend of ₹2 per equity share declared, with a successful share buyback and new senior management appointments reflecting organizational realignment.
Financial highlights
Q3 FY26 consolidated revenue: INR 602.9 crore (up 8% YoY); EBITDA: INR 56.3 crore (down 10% YoY, margin 9.3%); PAT: INR 40.5 crore (up 58% YoY, margin 6.7%).
Nine months FY26 revenue: INR 1,846.6 crore (up 8% YoY); EBITDA: INR 215 crore (up 9% YoY, margin 11.6%); PAT: INR 139.7 crore (up 49% YoY, margin 7.6%).
Standalone Q3 revenue: INR 530 crore (88% of consolidated); exports contributed 37%.
Gross margin for 9M FY26 improved by 120 bps to 36.7%.
Q3 FY26 tax includes INR 16.38 crore IT refund, boosting net profit.
Outlook and guidance
Expecting 12%-15% volume growth in FY27, mainly from new projects (Salicylic Acid, Methylamine), with gross margin target of 36% and EBITDA margin expected to recover to 12%-13% in the near term.
CapEx guidance of INR 150-200 crore per year for the next two years, focused on oncology, cardiovascular, antifungal, and specialty chemicals.
Backward integration plant expected to reach 50% capacity by March/April 2026 and full self-reliance for Metformin intermediates in 6-8 months.
Impact assessment of new Indian Labour Codes is ongoing; adjustments will be made in Q4 FY26.
Drivers of Q3 FY26 profit margin compression?
Sayakha plant's Q3 FY26 financial impact?
Expected Q4 FY26 impact of new labor codes?
New facilities' EBITDA drag turnaround timeline?
Oncology business revenue ramp-up expectations?
CapEx strategy: rationale and financial impact?
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Latest summaries
- TimeTickerHeadlineOpen
- YUM
Double-digit profit growth, digital expansion, and strategic actions defined the year. - 443060
Record 2025 revenue and profit, strong core growth, and robust 2026 outlook with high dividends. - GAIN
Record new investments and NAV growth highlight a strong quarter with robust distributions. - GAINRecord realized gains and income drove higher NAV and strong distributions in FY25.
- GAINNet investment income reached $9.1M, NAV per share was $12.99, and distributions stayed strong.
- EPAC
Directors, auditor, and executive pay were approved with strong shareholder participation. - ARCC
FY 2025 delivered $2.01 core EPS, $1.86/share net income, and a $29.5B portfolio. - GAINNAV per share rose to $13.53 on strong portfolio growth and stable adjusted NII.
- MATW
Net income $43.6M, sales $284.8M, debt reduced $174M, FY2026 EBITDA guidance $180M. - GM
Disciplined transformation, resilient cash flow, and software growth drive a strong outlook.
Next Aarti Drugs earnings date
Q4 25/2630 Apr, 2026
Aarti Drugs
Next Aarti Drugs earnings date
Q4 25/2630 Apr, 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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