Aarti Pharmalabs Ltd (NSE:AARTIPHARM)
₹ 823 +137.15 (+20%) Market Cap: 74.49 Bil Enterprise Value: 81.94 Bil PE Ratio: 34.96 PB Ratio: 3.51 GF Score: 56/100

Q3 2026 Aarti Pharmalabs Ltd Earnings Call Transcript

Feb 10, 2026 / 10:30 AM GMT
Release Date Price: ₹764.4 (-3.82%)

Key Points

Positve
  • Aarti Pharmalabs Ltd (BOM:543748) reported a significant increase in revenue for Q3 FY26, reaching INR5,425 crores compared to INR471 crores a year ago.
  • The company declared an interim dividend of INR1.5 per share, indicating a commitment to returning value to shareholders.
  • The xanthine derivatives segment contributed to 49% of the turnover, with a strong export sales component of 51%.
  • The CDMO CMO segment is working with 21 customers and has 159 active projects, showing a robust pipeline.
  • The company is confident in meeting its CDMO revenue guidance for FY26, despite some project delivery delays.
Negative
  • EBITDA for Q3 FY26 decreased to INR103 crores from INR115 crores in the previous year, indicating margin pressure.
  • Profit after tax fell to INR44 crores from INR74 crores a year ago, reflecting challenges in profitability.
  • The API and intermediate business is experiencing margin pressure, with only early signs of recovery.
  • Expansion projects faced initial hiccups, impacting production plans and causing delays in project deliveries.
  • The company revised its full-year EBITA growth expectations to be largely in line with last year, citing delays in plant stabilization and softness in the API and intermediate business.


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

AARP.NS - Aarti Pharmalabs Ltd
Q3 2026 Aarti Pharmalabs Ltd Earnings Call
Feb 10, 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 RT Pharma Labs Q3 and 9 months F 26 earnings conference call hosted by Dollar Capital Markets Private Limited.

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

I now hand the conference over to Mr. Zen from Dollar Capital Markets Private Limited.

Thank you and over to you sir.

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