Aarti Drugs Limited — PPTs, 16-05-2026: Investor Presentation

Here's a concise, retail-friendly summary:

Aarti Drugs delivered solid FY26 results, with revenue up 7% to Rs. 2,568 Cr and Profit After Tax climbing 16% to Rs. 195 Cr (EPS Rs. 21.36). Q4 FY26 also showed resilience, with revenue growing 6% YoY to Rs. 721 Cr and strong sequential recovery (revenue +20%, EBITDA +72% from Q3). The API segment leads, but Formulations (+33% YoY) and Specialty Chemicals (+37% YoY) segments are key growth areas, with regulated market sales now contributing 73%.

The company's strategy focuses on expanding in regulated global markets, leveraging USFDA/MHRA approvals for its formulations and oncology pipeline. A completed Rs. 600 Cr capex, including operationalizing new greenfield facilities like Sayakha (for backward integration) and Tarapur, is set to boost capacity and margins across Anti-diabetic, Antiprotozoals, and Anti-inflammatory segments.

Management sees FY26 as a transition year, with new facilities expected to enhance future margin resilience. They anticipate improved profitability and return ratios from FY27 and beyond, driven by strategic backward integration, broader regulatory approvals, and product development, particularly targeting high-value EU and US markets.