Aarti Drugs Ltd

📈 Aarti Drugs Q4 FY26: Revenue Up 6% YoY, Margins Steady at 13.4%

- Q4 FY26 revenue: ₹721.1 Cr (+6% YoY, +20% QoQ)

- EBITDA margin: 13.4% (₹96.6 Cr)

- PAT: ₹55.3 Cr (-12% YoY, +36% QoQ)

- Formulation revenue growth: +41% YoY (₹91.3 Cr)

- Exports contribute 69% to formulation revenue (73% regulated markets)

- Methylamines plant production: ~1,000 tonnes/month (March 2026)

- Capex plan: ₹300-400 Cr for brownfield expansions

- FY27 EBITDA margin target: 13.5%-14% (subject to crude oil stability)

- Oncology facility: Pre-revenue but future potential

- Debt position: Manageable with low debt-to-equity ratio