Financial results for the period ended September 30, 2026
As filed · Aarti Drugs Limited has submitted to the Exchange, the financial results for the period ended September 30, 2026.
What happened
FactFinancial results for the period ended September 30, 2026. Standalone and Consolidated Financial Results for the Quarter and half year ended. Statement showing the Financial Results.
Why it matters
CapitSignal interpretationReported results are the point at which prior management commitments become checkable against audited or reviewed numbers.
What management said before
Prior statements by this company that CapitSignal has recorded changing.
Margins
RevisedAarƟ Drugs posted revenue of Rs. 652.9 crore in Q2 FY26, growing 9% year-on-year, with EBITDA of Rs. 84.4 crore, up 23%, with margin at 12.9%.
For H1 FY26, revenue was Rs. 1,243.7 crore, up 8% year-on-year, with EBITDA of Rs. 158.8 crore, up 18% with margin at 12.8%.
Change
FactImplication
CapitSignal interpretationInput Costs
ContradictedThese trade dynamics have also affected the cost structure and availability of critical APIs, challenging manufacturers globally.
Gross profit margin improvement is primarily attributed to the normalization of input cost.
Change
FactImplication
CapitSignal interpretationCapex
DelayedThe capex incurred during Q2 FY26 was Rs. ~45.6 crore.
Our salicylic acid operations at Tarapur are stabilizing well with near-term output of around 300 tonnes per month and targeting 500 tonnes per month for Q4 FY26.
Change
FactImplication
CapitSignal interpretationWatch next
Fact- Margin trend against the prior period
- Cash from operations against reported profit
- Whether prior guidance is reaffirmed
- We expect to make further progress on utilization ramp-up during FY 2027. (management committed by FY27)
- For FY '26, we feel around INR10 crores to INR15 crores might -- of benefit might come in this year itself. (management committed by FY26)
Evidence
- Aarti Drugs Limited has submitted to the Exchange, the financial results for the period ended September 30, 2026.(opens the original filing in a new tab)
- Earlier statement · Q2 FY26
- Latest statement · Q2 FY26
- Earlier statement · Q4 FY25
- Latest statement · Q1 FY26
- Earlier statement · Q2 FY26
- Latest statement · Q2 FY26
How CapitSignal classified this
- Reasoning:
- RESULTS base 68; +4 corroborating keywords; +5 quantified amount; matched on subject
- Matched on:
- the filing's own subject line
- Confidence in the event type:
- 90%