Aarti Drugs Q4 & FY26 Investor Presentation: Revenue Up 6% YoY to ₹721 Cr
Aarti Drugs reported Q4 FY26 revenue of ₹721.1 crore, up 6% YoY. FY26 revenue reached ₹2,565.3 crore, a 7% increase. PAT for FY26 grew 16% to ₹194.9 crore. The company saw strong sequential recovery in Q4 with revenue up 20% and EBITDA up 72%. Focus on regulated markets and exports continues.
The announcement includes financial results and operational updates, which are material for investors. While there is growth, the year-on-year EBITDA margin decline and PAT decrease in Q4 suggest a moderate impact rather than high.
The company reported revenue growth for both the quarter and the full year, along with a significant sequential recovery and growth in PAT. Positive commentary on operational scale-up and strategic shifts further supports a positive sentiment.
Aarti Drugs Limited has released its Q4 and FY26 Investor Presentation. For the fourth quarter of FY26, the company reported a total revenue of ₹721.1 crore, marking a 6% year-on-year increase. EBITDA for the quarter stood at ₹96.6 crore, remaining flat year-on-year, with an EBITDA margin of 13.4%. Profit after tax (PAT) for Q4 FY26 was ₹55.3 crore, a decrease of 12% YoY.
On a sequential basis, the company showed significant improvement. Revenue rose by 20% and EBITDA by 72% compared to the previous quarter, with margins expanding by 410 basis points. This was largely driven by the operational scale-up of the Sayakha facility, which achieved a run-rate of approximately 1,000 tonnes per month in March 2026.
For the full fiscal year FY26, total revenue increased by 7% to ₹2,565.3 crore. EBITDA for FY26 was ₹311.6 crore, a 3% increase year-on-year, with an EBITDA margin of 12.1%. PAT for FY26 grew by 16% to ₹194.9 crore.
The company highlighted a shift towards regulated markets, with their contribution increasing from 66% in FY25 to 73% in FY26. Exports also saw growth, rising from 35% to 38% over the same period. The Formulations and Specialty Chemicals segments demonstrated strong growth, increasing by 33% and 37% YoY, respectively.
Management commentary noted that FY26 was a transition year, with investments in new facilities and navigating a challenging industry environment. Despite pricing pressures and raw material volatility, the company achieved a strong sequential recovery in Q4 FY26. The Sayakha facility's scale-up, though impacted by temporary ammonia shortages, has entered a stable operating phase. The company is focused on expanding its product pipeline, particularly in oncology and regulated markets, and is undertaking significant capital expenditure for capacity expansion and backward integration.
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Aarti Drugs Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Aarti Drugs Limited. Read the original for the full detail.