Aarti Pharmalabs Ltd

Aarti Pharmalabs Limited (AARTIPHARM) presented its Q2 FY27 results, highlighting its position as a leading global generic API manufacturer and CDMO/CMO service provider. The company reported standalone revenue of INR 6,126 million in Q2 FY27, with EBITDA of INR 1,358 million and an EBITDA margin of 22.17%. Revenue grew 46.8% year-over-year, while EBITDA margin expanded by 441 bps. The presentation emphasized strategic expansions, including a new manufacturing unit at Atali with 405 KL capacity, expected to commercialize by H2 FY28, and a 3,600 TPA capacity addition at Tarapur Unit 5, raising total capacity to 9,600 TPA. The company also noted a 15–20% global market share in Xanthine derivatives, with plans to increase it to 20–25%. Financial highlights included a net debt/equity ratio of 0.37x and a credit rating of AA-. The presentation also outlined forward-looking plans, including R&D investment in TIDES (peptides and oligonucleotides) and targeting a 15–18% revenue and EBITDA CAGR over the next 3–4 years. The company reported standalone PAT of INR 658 million in Q2 FY27, with a PAT margin of 10.74%.

The document emphasizes growth in revenue, EBITDA margins, strategic expansions, and future R&D plans, indicating a positive outlook.