NSE: AARTIDRUGS · BSE: 524348 · ISIN INE767A01016
Aarti Drugs Limited stock analysis
Aarti Drugs Limited ranks #2991 in the TickerSutra evidence-ranked universe with a score of 43/100 and 95% data confidence. The latest captured fundamentals show ROCE of 12.0%, quarterly sales growth of 19.0% and quarterly profit growth of -4.1%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 0.81×
- CWIP indicates an active capacity pipeline
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹2,489cr | ₹333cr | ₹205cr | 13.0% |
| 2023 | ₹2,716cr | ₹309cr | ₹166cr | 11.0% |
| 2024 | ₹2,529cr | ₹321cr | ₹172cr | 13.0% |
| 2025 | ₹2,387cr | ₹290cr | ₹168cr | 12.0% |
| 2026 | ₹2,565cr | ₹312cr | ₹195cr | 12.0% |
| TTM | ₹2,678cr | ₹333cr | ₹191cr | 12.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Aarti Drugs Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineAarti Drugs Ltd - 524348 - Shareholder Meeting / Postal Ballot-Scrutinizer''s ReportBSE · 27 Sept 2026Scrutinizer''s Report and Voting Results of 41st AGM
RoutineShareholders meetingNSE · 27 Sept 2026Aarti Drugs Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on September 26, 2026. Further, the company has informed the Exchange regarding voting results.
RoutineUpdatesNSE · 27 Sept 2026Aarti Drugs Limited has informed the Exchange regarding 'Presentaion made to the shareholders at 41st AGM'.
RoutineAarti Drugs Ltd - 524348 - Announcement under Regulation 30 (LODR)-Investor PresentationBSE · 27 Sept 2026Presentation made to the shareholders at 41st Annual General Meeting
MANAGEMENT COMMENTARY
Signals from filed documents
Investments across manufacturing, backward integration, regulatory readiness, portfolio expansion and financial discipline are increasingly coming together to support the next phase of the business. The Sayakha facility commenced commercial production during the year, adding methylamines to the Company’s manufacturing chain and further strengthening the integration of its Metformin portfolio. At T arapur, Salicylic A
The Company has a significant export-oriented business and supplies its products to more than 90 countries globally. Benzenesulfonyl Chloride Derivatives of Chlorosulphonation Chemistry Other Products 58 Manufacturing Facilities Particulars (MT) FY 2023-24 FY 2024-25 FY 2025-26 Installed 57,179 61,053 82,512 Production 41,091 44,915 53,139 Captive 9,864 11,621 13,208 Net Production 31,227 33,294 39,931 Installed capa
T ogether, these measures allow the Company to ensure reliable supply while effectively managing the financial risk associated with its extensive global export base. Financial Highlights On consolidated basis, total revenue for FY 2025-26 increased to `2,568 Crores from `2,403 Crores in the previous year, a rise of 6.8% YoY growth, driven by export volume expansion and strong growth in the formulations business, whic
We expect utilisation to improve further through FY 2026-27, supported by the planned expansion of our Metformin capacity, which will increase captive demand for methylamines. This backward integration is expected to reduce our dependence on external suppliers, improve raw material security and strengthen the cost competitiveness of one of our important product franchises. At T arapur, our Salicylic Acid plant also m
Equally important, our focus on cost optimization and manufacturing efficiencies continued to yield positive results, and we witnessed improvement in EBITDA margins in Q1 FY27. This margin expansion came despite continued pressure from higher raw mat erial prices and elevated freight cost, highlighting the resilience of our operating models. Our regulatory track record also continues to strengthen our competitive pos
Benzenesulfonyl Chloride Derivatives of Chlorosulphonation Chemistry Other Products 58 Manufacturing Facilities Particulars (MT) FY 2023-24 FY 2024-25 FY 2025-26 Installed 57,179 61,053 82,512 Production 41,091 44,915 53,139 Captive 9,864 11,621 13,208 Net Production 31,227 33,294 39,931 Installed capacity expanded 35% during the year to 82,512 MT following the commissioning of two greenfield facilities, while produc
Our integrated manufacturing model enhances supply chain reliability, improves cost efficiencies and strengthens operational control while enabling faster commercialisation and sustained competitiveness. Strengthened our regulatory portfolio through key approvals, including USFDA, UK MHRA and EU GMP certifications. Filed the Drug Master File (DMF) for Metformin following the re-approval of the T arapur API facility.
Gogri holds a Chemical Engineering degree from the Institute of Chemical T echnology (ICT), [formerly known as the University Department of Chemical T echnology]. His experience in areas encompassing Projects, Operations, Process Development, Local and International Marketing in the Chemical and Pharmaceutical industry is remarkable. His keen business acumen and 54+ years of experience have helped the Aarti Group sca
Developed a process of recovering phenol from the effluent stream using ARDC. Diclofenac sodium: Our recent development effort focused on reducing raw material costs, minimizing ETP load, shortening the time cycle and optimizing operational parameters for a smoother process. This work has successfully achieved consistent quality and improved color quality at the lab scale and as well as commercial level Diclofe
Over the years, the Company has pursued a long-term strategy centred on expanding manufacturing capacity, deepening backward integration, building its formulations portfolio and widening its presence in regulated markets. FY 2025-26 marked a step forward on each count, with key manufacturing facilities commissioned and scaled up, formulation capacity expanded, and important regulatory approvals secured. These develop
Every investment that we undertake is guided by clear focus of enhancing competitiveness, improving operational efficiency, supporting backward integration and creating long -term shareholder value. We remain confident that these inves tments will provide a strong foundation for sustainable growth for the coming years. Coming to the consolidated financial highlights.
Specialty Chemicals, Intermediates and Others Our specialty chemicals and intermediates business complements our API operations by strengthening backward integration, enhancing supply chain reliability and supporting customers across multiple therapeutic segments. Benzene Sulfonyl Chloride Derivatives of Chlorosulphonation Chemistry Other Products Annual Report 2025-26 Corporate Overview Aarti Drugs Limited 17 Annual
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Evidence, freshness and limitations
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The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
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Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
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Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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