Aarti Drugs reports an 8% YoY increase in revenue to ₹602.9 crore for Q3 FY26. The Formulation segment shines with a 59% YoY surge. EBITDA stood at ₹56.3 crore with a margin of 9.3%. The company’s growth projects are progressing, with the methyl amines plant achieving 30% capacity utilization and the salicylic acid plant exceeding 300 tonnes per month.
Financial Performance
Aarti Drugs announced its Q3 FY26 results, showcasing an 8% increase in total revenue, reaching ₹602.9 crore compared to ₹557.1 crore in Q3 FY25. Gross profit also increased by 5% to ₹216.3 crore. EBITDA stood at ₹56.3 crore with a margin of 9.3%. Profit After Tax (PAT) saw a substantial increase of 58% to ₹40.5 crore, resulting in a PAT margin of 6.7%.
Segmental Performance
The API segment reported revenue of ₹454.3 crore. The Formulation segment demonstrated remarkable growth, with revenue reaching ₹76.4 crore, a 59% increase compared to the previous year. Specialty Chemicals and Intermediates & Others also saw growth, with revenues of ₹51.1 crore and ₹19.9 crore, respectively.
9M FY26 Highlights
For the nine-month period, total revenue increased by 8% to ₹1,846.6 crore. EBITDA for 9M FY26 was reported at ₹215.0 crore, with a margin of 11.6%. PAT for the same period stood at ₹139.7 crore, translating to a PAT margin of 7.6%.
Operational Updates
The company’s backward integration plant in Sayakha for methyl amines has achieved 30% capacity utilization in its initial phase, fulfilling 10-15% of captive Metformin requirements. The Salicylic Acid plant in Tarapur has scaled to above 300 tonnes per month, marking a significant milestone in domestic supply. The downstream Salicylates line is currently under implementation.
Standalone Performance
Standalone revenue stood at ₹530.0 crore. The formulation segment has increased to ₹76.6 crore, up 58% YoY. Exports contributed 67% to formulation revenue.
Source: BSE
