Aarti Drugs Ltd (BOM:524348)

Q2 2026 Aarti Drugs Ltd Earnings Call Transcript

Nov 10, 2025 / 06:00 AM GMT

Release Date Price: ₹519.5 (+5.77%)

Transcript

Key Points

Positve

Aarti Drugs Ltd (BOM:524348) reported a 9% year-on-year revenue growth in Q2 FY26, driven by favorable export volumes.
The company's EBITDA increased by 23% year-on-year, with a margin expansion of 150 basis points to 12.9%.
The new manufacturing facility in Sayakka, Gujarat, commenced operations, enhancing raw material security and cost efficiency.
The company is witnessing early signs of stability in global API pricing, which should support volume growth and price recovery.
Aarti Drugs Ltd (BOM:524348) received an independent ESG rating, reflecting steady progress in environmental management and governance standards.

Negative

Domestic demand, particularly in the antibiotic category, remains soft, impacting overall performance.
The company faced a voluntary closure of a process at its Tarapur unit due to an HCL gas leakage incident, although it had no material financial impact.
The salicylic acid chain is still in the stabilization phase, with the plant expected to turn EBITDA positive only after reaching 800 tons per month.
The company is absorbing losses from the salicylic acid segment, which is affecting overall margins.
Aarti Drugs Ltd (BOM:524348) anticipates a lean Q3 for acute therapy, with hopes for a slight pickup in domestic demand only from Q4 onwards.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADRG.NS - Aarti Drugs Ltd
Q2 2026 Aarti Drugs Ltd Earnings Call
Nov 10, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q2 and H1 S526 earnings conference call of RT Drugs Limited. As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

Before we begin a brief disclaimer, this conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performances, and it may involve

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