Aarti Pharmalabs Ltd (NSE:AARTIPHARM)

Q2 2026 Aarti Pharmalabs Ltd Earnings Call Transcript

Nov 11, 2025 / 10:30 AM GMT

Release Date Price: ₹771.55 (+0.72%)

Transcript

Key Points

Positve

Aarti Pharmalabs Ltd (BOM:543748) reported an 11% year-over-year increase in standalone top-line revenue for Q2 FY26.
The company is on track to exceed its earlier estimated sales target, projecting a 30-40% year-over-year growth.
The Atali plant was inaugurated in September and is expected to contribute meaningfully to revenue from FY27.
The company is expanding its xanthine derivatives capacity, aiming to reach 9,000 metric tons per annum by the end of the financial year.
Aarti Pharmalabs Ltd (BOM:543748) has a strong pipeline in the CDMO/CMO segment, with 59 active projects, 39 of which are in the commercial stage.

Negative

The company's EBITDA and profit after tax have decreased compared to the previous year, with a notable impact from a foreign exchange loss of INR 7.4 crores.
The API business is experiencing high margin pressure, with sales skewed towards lower-margin APIs.
There is a significant drop in consolidated top-line revenue for Q2 FY26 compared to the previous year.
The company revised its EBITDA growth guidance to a lower range of 8-12% year-over-year for FY26.
The Ganesh Polychem joint venture reported a loss, with the plant still in the process of stabilizing operations.

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

AARP.NS - Aarti Pharmalabs Ltd
Q2 2026 Aarti Pharmalabs Ltd Earnings Call
Nov 11, 2025 / 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 RT Pharma Labs Q2NH1FY26 earnings conference call hosted by MK Global Financial Service Limited.

As a reminder, all participant line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Shashank Krishna Kumar from MK Global Financial Service Limited.

Thank you and over to you, sir.

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