Aarti Pharmalabs Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Pharmalabs' Q2 FY26 standalone revenue hit INR 417 Cr (+11% YoY), with PAT at INR 31 Cr, impacted by a INR 7.4 Cr forex loss. The Xanthine segment grew, expanding capacity to 9,000 MT/annum by year-end with stable pricing. API sales were pressured in H1 due to inventory correction and competition but anticipate H2 recovery, boosted by new oncology launches. CDMO-CMO is exceeding its 30-40% growth guidance, with 7-8 projects commercialized. The Atali plant is operational, projecting meaningful contributions from FY27. Management revised FY26 standalone EBITDA growth guidance to 8-12%, confident in long-term strategic growth.