Aarti Drugs Limited has reported a robust sequential performance for Q4 FY26, with total revenue rising by 20% and EBITDA surging by 72% compared to the previous quarter. Despite a challenging industry environment, the company achieved a consolidated annual revenue of ₹2,568 crore for FY26, supported by the operational scale-up of its Sayakha facility. The results highlight improved export traction, a stronger product mix, and continued volume growth across core segments.
Quarterly and Annual Financial Highlights
For the quarter ending March 31, 2026, Aarti Drugs Limited recorded a total revenue of ₹721.1 crore, reflecting a 6% year-on-year growth. The quarterly EBITDA stood at ₹96.6 crore, demonstrating a significant sequential recovery. On an annual basis, the company achieved total revenue of ₹2,568 crore for FY26, an increase of 7% compared to the previous fiscal year, with an annual profit after tax (PAT) of ₹195 crore, marking a 16% growth.
Strategic Operational Progress
The company’s performance was bolstered by the successful execution of its Sayakha facility, which achieved a significant milestone run-rate of approximately 1,000 tonnes per month by March 2026. This facility is a cornerstone of the company’s efforts in backward integration, which is expected to enhance long-term margin resilience. The management noted that the business mix has shifted, with regulated market contribution increasing from 66% in FY25 to 73% in FY26, and export contribution rising to 38%.
Future Outlook and Growth Drivers
Aarti Drugs continues to focus on its long-term growth strategy by leveraging its diversified portfolio. The company has invested ₹200 crore over the last 24 months to drive oncology development and pipeline growth. With completed capital expenditure of ₹600 crore, the company is well-positioned to capitalize on emerging opportunities. Ongoing initiatives include expanding into complex generic drugs and reinforcing its presence in regulated global markets through expanded regulatory approvals and specialized product development, setting a foundation for improved profitability and return ratios in FY27 and beyond.
Source: BSE
