Aarti Drugs schedules analyst meet on May 27

Aarti Drugs Limited has scheduled a meeting with analysts and institutional investors on May 27, 2026. The company officials will engage with investors during a 1x1 or group meeting session organized by 360 ONE Capital (B&K).

The interaction is set to take place at the Grand Hyatt in Mumbai. The session is scheduled to run from 10:00 AM to 1:00 PM. The company has clarified that the discussions will be based solely on publicly available information.

Meeting Details

The following table outlines the specific logistics for the upcoming investor interaction:

Date & Time	Nature of Meeting	Organised by	Venue
27 May 2026 10:00 AM to 1:00 PM	1x1/ Group Meeting	360 ONE Capital (B&K)	Grand Hyatt, Mumbai

Disclosure and Compliance

Aarti Drugs Limited confirmed that no unpublished price sensitive information (UPSI) is intended to be discussed during the interactions. The intimation was submitted to the stock exchanges in compliance with Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The company noted that changes to the schedule may occur due to exigencies on the part of the host or the company.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+2.51%	+7.62%	+7.84%	-11.80%	-17.70%	-47.96%

Aarti Drugs Limited , a Mumbai-based diversified and fully integrated pharmaceutical company, announced its audited financial results for the quarter and financial year ended 31st March 2026. The company delivered a mixed performance in Q4 FY26, with revenue growing 6% year-on-year even as profitability faced headwinds, while the full-year picture showed meaningful improvement in earnings. The Board of Directors also approved the re-appointment of cost and internal auditors and re-constituted the Risk Management Committee.

Consolidated Financial Performance

The following table presents the key consolidated financial metrics for Q4 FY26, Q4 FY25, Q3 FY26, FY26, and FY25:

Metric:	Q4 FY26	Q4 FY25	YoY	Q3 FY26	QoQ	FY26	FY25	YoY
Revenue (Rs. Crore):	721.1	678.6	6%	602.9	20%	2,567.7	2,403.4	7%
Gross Profit (Rs. Crore):	270.7	241.7	12%	216.3	25%	949.0	861.3	10%
EBITDA (Rs. Crore):	96.6	95.2	1%	56.3	72%	311.6	303.5	3%
EBITDA Margin:	13.4%	14.0%	-60 bps	9.3%	410 bps	12.1%	12.6%	-50 bps
PBT (Rs. Crore):	70.4	71.1	-1%	29.0	142%	210.9	211.8	0%
PAT (Rs. Crore):	55.3	62.8	-12%	40.5	36%	194.9	168.2	16%
PAT Margin:	7.7%	9.2%	-160 bps	6.7%	100 bps	7.6%	7.0%	60 bps
EPS (₹):	6.05	6.90	—	4.44	—	21.36	18.44	—

For Q4 FY26, revenue stood at Rs. 721.1 crore, up 6% year-on-year from Rs. 678.6 crore in Q4 FY25, and up 20% sequentially from Rs. 602.9 crore in Q3 FY26. EBITDA was broadly flat year-on-year at Rs. 96.6 crore versus Rs. 95.2 crore in Q4 FY25, but surged 72% quarter-on-quarter from Rs. 56.3 crore in Q3 FY26. EBITDA margin stood at 13.4%, a contraction of 60 basis points year-on-year, though it expanded by 410 basis points sequentially. PAT for Q4 FY26 declined 12% year-on-year to Rs. 55.3 crore from Rs. 62.8 crore in Q4 FY25, while rising 36% quarter-on-quarter from Rs. 40.5 crore in Q3 FY26, with PAT margin at 7.7%.

For the full year FY26, revenue grew 7% year-on-year to Rs. 2,567.7 crore from Rs. 2,403.4 crore in FY25. Full-year EBITDA rose 3% to Rs. 311.6 crore, with EBITDA margin at 12.1%, a compression of 50 basis points year-on-year. Notably, full-year PAT improved 16% year-on-year to Rs. 194.9 crore from Rs. 168.2 crore in FY25, with PAT margin expanding 60 basis points to 7.6%.

Segmental Performance

The company's segmental revenue breakdown highlights divergent growth trends across its business verticals:

Segment (Rs. Crore):	Q4 FY26	Q4 FY25	YoY	Q3 FY26	QoQ	FY26	FY25	YoY
API:	551.0	553.1	0%	454.3	21%	1,979.4	1,938.4	2%
Formulations:	92.0	64.8	42%	76.4	20%	331.2	248.9	33%
Specialty Chemicals:	56.8	39.0	46%	51.1	11%	178.3	130.0	37%
Intermediates & Others:	20.5	19.8	3%	19.9	3%	76.4	69.4	10%

The API segment, which remains the largest contributor, was flat year-on-year in Q4 FY26 at Rs. 551.0 crore but grew 2% for the full year to Rs. 1,979.4 crore. Formulations delivered strong growth of 42% year-on-year in Q4 FY26 to Rs. 92.0 crore, and 33% for FY26 to Rs. 331.2 crore. On a standalone basis, formulation revenue stood at Rs. 91.3 crore in Q4 FY26 compared to Rs. 64.8 crore in Q4 FY25, up 41% year-on-year, with exports contributing 69% to this revenue. For FY26, standalone formulation revenue was Rs. 330.5 crore compared to Rs. 284.9 crore in FY25, up 16%, with exports accounting for 65% of total formulation sales. Specialty Chemicals also posted robust growth of 46% year-on-year in Q4 FY26 to Rs. 56.8 crore, and 37% for the full year to Rs. 178.3 crore.

Board Decisions

In its meeting held on May 15, 2026, the Board approved the re-appointment of M/s GMVP & Associates LLP as the Cost Auditor for the financial year ending March 31, 2027. The Board also re-appointed M/s Raman S. Shah & Co. as the Internal Auditor for a period of three consecutive financial years commencing from April 1, 2026. Additionally, the Board re-constituted the Risk Management Committee, including Shri Narendra J. Salvi as a member with immediate effect. The auditors issued an un-modified opinion on the annual audited standalone and consolidated financial results for the year ended March 31, 2026.