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Aarti Drugs

Q1 FY27Pharmaceuticals & Biotechnology

Aarti Drugs Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹420
Market cap₹3.8K Cr
P/E19.8
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueModerate growth
MarginMargins slightly up
CapexCapex planned

The short version

Aarti Drugs targets 10%-15% volume growth over the next two years, driven by existing product capacity and new expansions (Page 12). Aarti Drugs expects sustained growth momentum driven by ongoing capacity expansion and operational excellence.

From Aarti Drugs's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • Aarti Drugs targets 10%-15% volume growth over the next two years, driven by existing product capacity and new expansions (Page 12).
  • Volume growth is expected even if the salicylic acid derivatives segment does not pick up immediately (Page 12).
  • The Sayakha facility ramp-up will significantly increase captive consumption, supporting volume and margin growth (Page 13).
  • Pricing pressures are expected to ease, potentially boosting demand and volume growth in upcoming quarters (Page 10).
  • Focus on increasing sales in regulated markets (US, Europe) with new USFDA and CEP approvals is expected to expand higher-margin revenues (Page 12).
  • Specialty chemical segment saw 149% growth and is expected to sustain or improve performance going forward (Page 8).

2 more points from Aarti Drugs's call on revenue

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Profitability & Margins

See what Aarti Drugs said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • The company recently completed a capital expenditure of INR 600 crores focused on Phase 1 greenfield facilities, achieving an asset turnover of around 1.5x.
  • Phase 2 brownfield capex is planned for Sayakha and G61 Tarapur sites, expected to deliver higher asset turnover of 3x to 4x due to existing infrastructure.
  • Expansion underway at Baddi facility to nearly double oral solid dosage manufacturing capacity.
  • Construction of additional USFDA-approved Metformin capacity (500+ tons/month) at Sarigam, expected to take 10-12 months to complete.
  • Plans for a quasi greenfield USFDA plant adjacent to the current USFDA facility to more than double production capacity with 3 new multipurpose lines are underway.

2 more points from Aarti Drugs's call on capex

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Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

Guidance-ranked
1KRM Ayurveda
Rev 1Mar 1
2Accretion Pha.
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

Relevant insights include: - Strong and steady demand across API and Specialty Chemicals portfolio. - Healthy consumption across key therapeutic categories in both domestic and international markets. - Positive traction in exports with customers seeking reliable and compliant suppliers. - Business development underway for US markets in formulations and APIs, indicating potential order growth.

2 more points from Aarti Drugs's call on order book

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Aarti Drugs — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹720 Cr, net profit ₹55 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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  • Balaxi Pharma (Q1 FY27)

    Q1 FY27 Revenue: ₹80.68 crore, up 14.1% YoY from ₹70.74 crore in Q1 FY26 (Page 20). Key investor presentation takeaways from Balaxi Pharma's Q1 FY27 investor pr

  • Sanjiv.Parant. (Q1 FY27)

    Q1 FY27 consolidated revenue from operations: ₹238.39 Mn, up 33.8% YoY from ₹178.92 Mn in Q1 FY26 (Page 25). Key investor presentation takeaways from Sanjivani

  • Natural Capsules (Q1 FY27)

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Frequently Asked Questions

What were Aarti Drugs Q1 FY27 results?

Aarti Drugs targets 10%-15% volume growth over the next two years, driven by existing product capacity and new expansions (Page 12). Aarti Drugs expects sustained growth momentum driven by ongoing capacity expansion and operational excellence.

What is Aarti Drugs share price analysis?

Aarti Drugs currently shows a below-average growth signal. The stock trades at a P/E of 19.8 with a market cap of ₹3,810 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aarti Drugs planning capital expenditure?

The company recently completed a capital expenditure of INR 600 crores focused on Phase 1 greenfield facilities, achieving an asset turnover of around 1.5x.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.