Aarti Drugs Q4 FY26 Revenue Up 6% YoY to ₹721 Crore, PAT Declines 12%
Aarti Drugs reported Q4 FY26 consolidated revenue of ₹721.1 crore, up 6% YoY. PAT declined 12% YoY to ₹55.3 crore but grew 36% QoQ. For FY26, revenue was ₹2,567.7 crore (up 7% YoY) and PAT was ₹194.9 crore (up 16% YoY). Formulations and Specialty Chemicals segments showed strong growth.
The results show year-on-year decline in profit for the quarter, which could impact investor sentiment. However, the overall revenue growth and positive outlook for FY27 suggest a medium impact.
The results show mixed performance with revenue growth but a decline in PAT year-on-year for Q4 FY26, indicating a neutral sentiment. However, strong sequential growth and positive outlook for the next fiscal year provide some positive undertones.
Aarti Drugs Limited announced its audited financial results for the fourth quarter and financial year ended March 31, 2026. The company reported consolidated revenue of ₹721.1 crore for Q4 FY26, a 6% increase year-on-year from ₹678.6 crore in Q4 FY25, and a 20% increase quarter-on-quarter from ₹602.9 crore in Q3 FY26. EBITDA for the quarter stood at ₹96.6 crore, flat year-on-year but up 72% sequentially. Profit After Tax (PAT) for Q4 FY26 was ₹55.3 crore, a decrease of 12% year-on-year from ₹62.8 crore in Q4 FY25, but a 36% increase from ₹40.5 crore in Q3 FY26. The PAT margin for Q4 FY26 was 7.7%.
For the full financial year FY26, consolidated revenue grew 7% year-on-year to ₹2,567.7 crore, while EBITDA increased by 3% to ₹311.6 crore. PAT for FY26 rose by 16% year-on-year to ₹194.9 crore, with a PAT margin of 7.6%.
The API segment contributed ₹551.0 crore to revenue in Q4 FY26, showing a 0% YoY change but a 21% QoQ increase. The Formulations segment revenue grew by 42% YoY to ₹92.0 crore, and Specialty Chemicals segment revenue increased by 46% YoY to ₹56.8 crore.
Mr. Adhish Patil, CFO & COO, stated that FY26 was a transition year with major investments. Despite macroeconomic headwinds and pricing pressures, the company saw a strong sequential recovery in Q4 FY26, supported by the Sayakha facility's scale-up. He highlighted improved business mix with increased contribution from regulated markets and exports, and momentum in Formulations and Specialty Chemicals segments. The company expects profitability and return ratios to improve over FY27 and beyond, driven by backward integration, expanded regulatory approvals, and product development.
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