Aarti Drugs Limited — PPTs, 01-08-2026: Investor Presentation

Aarti Drugs kicked off FY27 with a solid Q1 performance. Revenue climbed 19% YoY to Rs. 704 Cr, fueled by higher volumes and improved pricing in API & Specialty Chemicals. EBITDA surged 30% to Rs. 97 Cr, with margins expanding to 13.8%, while PBT rose 35% to Rs. 69 Cr. However, Profit After Tax saw a 7% dip to Rs. 50.1 Cr, impacted by a one-time tax refund in the previous year, with EPS at 5.49.

The company is strategically focusing on regulated markets, leveraging USFDA/UK approvals, and shifting towards specialized chemistry for better pricing. Key initiatives include expanding oral solid dosage (OSD) capabilities at Baddi to double capacity and ramping up the Sayakha plant to 65% utilization for backward integration. They also secured approval to market antiprotozoal products in China.

Management is optimistic about demand, emphasizing continued efforts in capacity utilization, product mix optimization, and manufacturing efficiencies. Ongoing investments in process and capacity enhancements, along with backward integration, are expected to strengthen future margins.