Aarti Drugs Limited has announced its financial results for the quarter and fiscal year ending March 31, 2026. The company achieved a revenue of Rs. 2,567.7 crore for the full year, marking a 7% growth. Despite macroeconomic challenges, the fourth quarter saw a strong sequential recovery, with revenues rising 20% QoQ and EBITDA growing 72% QoQ, driven by the operational scale-up of its new Sayakha facility.
Financial Performance Overview
For the fiscal year 2026, Aarti Drugs reported a total revenue of Rs. 2,567.7 crore, reflecting a 7% increase over the previous year. The company’s Profit After Tax (PAT) stood at Rs. 194.9 crore, up 16% YoY, resulting in a healthy PAT margin of 7.6%. During the fourth quarter, the company recorded revenue of Rs. 721.1 crore, showcasing a 6% YoY growth.
Strategic Scaling and Operational Updates
The company highlighted the significant progress of its Sayakha facility, which achieved a milestone run-rate of approximately 1,000 tonnes per month by March 2026. This operational advancement played a pivotal role in the sharp sequential recovery observed in the final quarter. While initial start-up losses and raw material volatility impacted margins, the company is now entering a more stable phase expected to improve long-term profitability.
Segmental Growth
Diversification efforts yielded positive results throughout the year. The Formulations and Specialty Chemicals segments emerged as key growth drivers, recording impressive annual growth rates of 33% and 37%, respectively. The company also improved its business mix, with the contribution from regulated markets increasing from 66% in FY25 to 73% in FY26, enhancing overall earnings stability.
Outlook for the Future
Looking ahead, Aarti Drugs plans to prioritize regulatory filings and approvals in the US and EU markets, which are expected to offer margin expansion opportunities. Management emphasized that recent investments in backward integration and expanded production capacity position the company for improved return ratios and sustainable growth in FY27 and beyond.
Source: BSE
