Aarti Pharmalabs Limited (AARTIPHARM) Earnings Call Transcripts

Aarti Pharmalabs Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Aarti Pharmalabs Limited reported revenue of INR 580 crores, a 9% increase year-over-year, while full-year revenue reached INR 1,798 crores, slightly up from INR 1,771 crores in FY '25. However, profit after tax for Q4 dropped to INR 62 crores from INR 89 crores a year earlier, and full-year profit fell to INR 176 crores from INR 257 crores, largely due to a net foreign exchange loss of INR 33 crores. Management maintained a cautious outlook, projecting 15% to 18% growth in revenue and EBITDA for the next few years, with the CDMO/CMO segment expected to lead growth with a 40% to 50% increase in FY '27.

Reported metrics

Guidance from management

Management projects a revenue and EBITDA growth of 15% to 18% for the next 3-4 years, with the CDMO/CMO segment expected to lead this growth with a 40% to 50% increase in FY '27.

What management said

We are exploring, putting up this dedicated block, which can manufacture several of these potential long-term projects for us. And we are working on overall capacity and working with customers on what kind of visibility they are able to give us in the coming quarters. And once we have some strong understanding of that, I think in the future quarter, we'll let you know. But I think, as you know, we have a very strong ...

Yes. Basically, the traction is to reach this goal as soon as possible. Of course, it depends on the customer projections and how the products get launched. We have some visibility on approved products, but I think there are a few products which are still going to get this approval. And that's why we don't have a firm number how we will reach and when we will reach this number of $100 million, but that number is ther...

What analysts pressed on

Analysts expressed concerns over the significant decline in profit margins and the impact of geopolitical tensions on raw material costs. There were also questions regarding the ability to pass on these costs to customers and the overall visibility of future growth given the current economic environment.

Main topics on the call

• Revenue Growth — Aarti Pharmalabs reported Q4 FY '26 revenue of INR 580 crores, up from INR 530 crores year-over-year. The full-year revenue was INR 1,798 crores, slightly above the previous year's INR 1,771 crores, indicating stable gro...
• Profit Decline — The profit after tax for Q4 FY '26 was INR 62 crores, down from INR 89 crores a year prior, with full-year profit at INR 176 crores compared to INR 257 crores in FY '25. Management attributed this decline to a foreign ex...
• CDMO/CMO Segment Growth — The CDMO/CMO segment achieved a record revenue of INR 155 crores in Q4 FY '26, contributing 29% to total revenue. Management expects this segment to lead growth with projected sales growth of 40% to 50% in FY '27.
• Xanthine Derivatives Performance — The Xanthine derivatives segment recorded its highest-ever quarterly revenue, contributing 43% to turnover in Q4 FY '26. Management indicated that with new capacity, revenue could exceed INR 1,000 crores in FY '27.

Read the full Aarti Pharmalabs Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Aarti Pharmalabs Limited earnings call transcripts on record, spanning February 8, 2024 to August 10, 2026. Based on this history, Aarti Pharmalabs Limited reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AARTIPHARM

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

11

First call

February 8, 2024

Most recent

August 10, 2026

Reporting cadence

quarterly