Aarti Drugs Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Drugs saw strong Q1 FY27 results: Revenue surged 19% YoY to INR 703.6 Cr, EBITDA climbed 30% YoY to INR 96.9 Cr, and margins expanded to 13.8%. PAT, adjusted for a prior year tax refund, grew 29% YoY to INR 50.1 Cr. Sales growth was mainly price-driven (16-17%), with 3.5% volume growth. The Sayakha facility now operates at 65% utilization, bolstering backward integration for antidiabetic APIs like Metformin, which saw price increases. Metformin capacity will expand, targeting USFDA approval. Management expects 10-15% volume growth over two years from new capacities and a focus on regulated markets. Efforts to convert salicylic acid to derivatives are underway, and the Baddi expansion progresses. Management is confident.