Aarti Pharmalabs Q4 FY26 Earnings Call Transcript Released; Board Declares Dividend
Aarti Pharmalabs Q4 FY26 revenue rose 9% YoY to ₹580 Cr. Full-year revenue was ₹1798 Cr. The board declared a final dividend of ₹2 per share. The company targets 15-18% revenue and EBITDA growth over the next 3-4 years, with CDMO expected to grow 40-50% in FY27. Capex of ₹400 Cr planned for FY27.
The announcement includes financial results, dividend declaration, and future growth guidance, which are material for investors. The detailed discussion of segment performance and strategic plans provides insights into the company's operational trajectory.
The company reported revenue growth, declared a dividend, and provided a positive outlook with targeted growth rates for the coming years. The transcript details discussions on business segments and expansion plans, indicating forward momentum.
Aarti Pharmalabs Limited has released the transcript for its Q4 FY26 earnings conference call, which was held on May 26, 2026. The call featured Chairman Mr. Rashesh Gogri, VC & Managing Director Mrs. Hetal Gogri Gala, and CFO Mr. Piyush Lakhani. During the call, the company reported standalone revenue of ₹580 Crores for Q4 FY26, a 9% year-on-year increase. For the full year FY26, revenue stood at ₹1798 Crores. EBITDA for Q4 FY26 was ₹134 Crores, and for the full year, it was ₹406 Crores. Profit after tax for Q4 FY26 was ₹62 Crores, and for the full year, it was ₹176 Crores. The company noted a net foreign exchange loss of ₹33 Crores in FY26. The board has declared a final dividend of ₹2 per share, bringing the total dividend for FY26 to ₹3.50 per share.
The Xanthine derivative segment achieved its highest ever quarterly revenue, contributing 43% to Q4 FY26 turnover. The API and intermediate business accounted for 28% of turnover, with a projected year-on-year growth anticipated for FY27, despite competitive pressures. The CDMO/CMO segment contributed 29% of revenue, also recording its highest quarterly revenue at ₹155 Crores, and showed a robust 32% year-on-year growth for FY26. The company invested approximately ₹400 Crores in capital expenditure during FY26 and plans to maintain a similar level of spending for FY27, focusing on Xanthine expansion, debottlenecking at Tarapur Unit-4, and a new production block at Atali.
Aarti Pharmalabs is targeting 15% to 18% growth in both revenue and EBITDA for the next three to four years. For FY27, the CDMO/CMO business is expected to lead growth with a projected sales increase of 40% to 50%. The company is also investing in R&D for peptides and oligonucleotides. Discussions during the Q&A included clarifications on CDMO project revenue potential, API segment growth, raw material cost impacts, and capex plans.
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Aarti Pharmalabs Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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