Aarti Drugs Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Drugs has announced a board meeting on the financial results for the quarter and half-year.

Q4 FY25 revenue rose 9% YoY to INR 679 Cr, with EBITDA margins up at 14%, supported by 15.5% volume growth from exports and stable input costs. PAT jumped 33% to INR 63 Cr with a 9.2% margin. FY25 revenue fell 5% due to global demand weakness, but EBITDA margin stayed at 12.6%. New Saykha plant trial production began, aiming for INR 200 Cr captive consumption benefits. Tarapur Greenfield capacity is ramping up, targeting 1,600 tons by FY26-end. USFDA cleared Tarapur import alert, resuming regulated exports and enabling higher-margin opportunities. FY26 outlook includes double-digit volume growth, 14-15% EBITDA margins, and INR 150-200 Cr capex focusing on API, formulations, and sustainability including a 24.4 MW solar plant. Oncology launches expected to drive 20-25% formulations growth. Management remains confident despite geopolitical and tariff challenges.