Aarti Pharmalabs Ltd (BOM:543748)

Q4 2026 Aarti Pharmalabs Ltd Earnings Call Transcript

May 26, 2026 / 10:30 AM GMT

Release Date Price: ₹695.65 (-5.17%)

Transcript

Key Points

Positve

Aarti Pharmalabs Ltd (BOM:543748) reported a 9% year-over-year increase in Q4 revenue, reaching Rs 580 crore.
The Xanthine derivative segment achieved its highest-ever quarterly revenue, contributing 43% to the turnover.
The CDMO/CMO segment showed robust revenue growth of 32% year-over-year, with a focus on late-phase projects.
The company is targeting a 15-18% growth in both revenue and EBITDA over the next three to four years.
Aarti Pharmalabs Ltd (BOM:543748) plans to invest in R&D for peptides and oligonucleotides, indicating a focus on future growth potential.

Negative

The EBITDA for Q4 decreased to Rs 134 crore from Rs 141 crore in the previous year.
Profit after tax for Q4 FY26 dropped to Rs 62 crore from Rs 89 crore a year earlier.
The company faced a net foreign exchange loss of Rs 33 crore for the financial year FY26.
Ongoing geopolitical tensions in West Asia have caused significant raw material shocks and rising energy costs, impacting profitability.
The API and intermediate business experienced competitive pressure and market headwinds, affecting growth.

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

AARP.NS - Aarti Pharmalabs Ltd
Q4 2026 Aarti Pharmalabs Ltd Earnings Call
May 26, 2026 / 10:30AM 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 Aarti Pharma Labs Limited Q4 FY26 earnings call hosted by Yes Securities Limited.

Please note all participants are currently in listen-only mode.

There will be an opportunity for you to ask questions following the conclusion of the management's opening remarks.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Siddharth Jain from Yes Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Hi, good evening

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