Aarti Drugs Ltd
Aarti Drugs Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #50 of 83 in Pharmaceuticals & Biotechnology
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The short version
FY26 revenue growth expected in single digit; H2 FY26 is targeted for high single-digit value growth. Aarti Drugs targets revenue growth of 15%-20% in FY27, banking on ramp-up of salicylic acid and success of the Sayakha project.
From Aarti Drugs Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY26 revenue growth expected in single digit; H2 FY26 is targeted for high single-digit value growth.
- Volume growth in API segment for Q2 FY26 was around 9.33% year-on-year, with strong export growth offsetting domestic flat/slight decline.
- FY27 expected to see stronger growth with a target of 15%-20%, driven by ramp-up of salicylic acid and Sayakha project.
- Salicylic acid plant aiming for ~60% utilization to support growth.
- New capacities and Greenfield projects installed to drive growth for next 3-4 years.
- Aarti Drugs is forming a product portfolio targeting Rs.10,000 crores revenue over 5-10 years.
- Focus on expanding Metformin capacity to meet growing captive consumption and external demand.
2 more points from Aarti Drugs Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY26 CAPEX: Around Rs. 150-200 crores expected; Rs. ~100 crores already incurred in H1 FY26.
- FY27 CAPEX: Similar investment of around Rs. 150-200 crores projected, including expansions like Metformin.
- Future CAPEX: Company is developing a new product portfolio for a long-term growth plan spanning 5 to 10 years, with further CAPEX to be announced once the blueprint is finalized.
- Existing Greenfield projects: Phase one of Greenfield projects invested around Rs. 200 crores each, with scope for phase two investments at lower CAPEX but higher asset turn.
2 more points from Aarti Drugs Ltd's call on capex
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Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
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
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Aarti Drugs Ltd — Quarterly revenue & net profit
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.
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What Aarti Drugs Ltd's management said in earlier quarters
Others in Pharmaceuticals & Biotechnology this season
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For HYE (Half Year Ending) Sept 2025, Total Income reported is ₹299.28 crore. Key investor presentation takeaways from Bajaj Healthcare Ltd's Q2 FY26 investor p
- Infinium Pharma (Q2 FY26)
Revenue from Operations for H1FY26: Rs 84.05 crore, a 1% YoY increase from Rs 82.98 crore in H1FY25 (Page 22). Key investor presentation takeaways from Infinium
- Wanbury (Q2 FY26)
Q2FY26 Revenue from Operations: ₹160.06 Crore . Key investor presentation takeaways from Wanbury Ltd's Q2 FY26 investor presentation — and how it ranks against
- Balaxi Pharmaceuticals Ltd (Q2 FY26)
Revenue for Q2 FY26: ₹56.17 crore . Key investor presentation takeaways from Balaxi Pharma's Q2 FY26 investor presentation — and how it ranks against sector pee
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Aarti Drugs Ltd Q2 FY26 results?
FY26 revenue growth expected in single digit; H2 FY26 is targeted for high single-digit value growth. Aarti Drugs targets revenue growth of 15%-20% in FY27, banking on ramp-up of salicylic acid and success of the Sayakha project.
What is Aarti Drugs Ltd share price analysis?
Aarti Drugs Ltd currently shows a neutral. The stock trades at a P/E of 19.7 with a market cap of ₹3,800 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aarti Drugs Ltd planning capital expenditure?
FY26 CAPEX: Around Rs.
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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.