Aarti Drugs (524348) AGM 2026 presentation summary

Business overview and milestones

• Operates 14 manufacturing facilities with a monthly capacity of 6,876 MT and presence in 100+ countries.

• Largest global producer of Nimesulide, Ketoconazole, Metronidazole Benzoate, Tinidazole, and fluoroquinolones.

• Expanded into formulations, oncology, and specialty chemicals, with significant backward integration.

• Commissioned new methylamines facility and received major regulatory approvals for oncology and OSD facilities.

• Achieved consolidated turnover milestones, surpassing ₹2,500 crore in FY22 and ₹2,568 crore in FY26.

Financial performance

• FY26 consolidated revenue grew 7% to ₹2,568 crore, with EBITDA up 3% and PAT up 16%.

• Q1 FY27 revenue rose 19% YoY to ₹704 crore, with EBITDA and PBT margins improving.

• Consistent volume growth over five years, despite price erosion and industry oversupply.

• ROCE declined to 11.5% in FY26, while net worth increased to ₹1,549 crore.

• API segment contributed 77% of FY26 revenue, with strong presence in anti-infectives and anti-diabetics.

Growth strategies and R&D

• Focus on expanding regulated market sales, especially in oncology and complex formulations.

• Invested ₹200 crore in oncology development and pipeline growth over 24 months.

• Ongoing capacity expansion and backward integration to improve margins and asset turns.

• R&D centers developed 30+ APIs in five years, with plans to expand into semi-solids and oral liquids.

• Over 330 regulatory filings across 16 geographies, with new launches planned for global markets.