$AARTIPHARM Aarti Drugs and Aarti Pharmalabs both reported strong financial updates this week.

$AARTIPHARM Aarti Drugs and Aarti Pharmalabs both reported strong financial updates this week. Aarti Drugs posted a 19% YoY revenue growth in Q1 FY27 with major capacity expansion plans, while Aarti Pharmalabs announced Q4 FY26 results showing revenue growth but a sharp decline in profit margins. Additionally, Aarti Pharmalabs approved a ₹149 crore capex for new manufacturing capacity. 📊 Latest Updates on Aarti Pharma Companies 🔹 Aarti Drugs Ltd (Q1 FY27 – June 2026) Consolidated Revenue: ₹703.6 crore (+19% YoY) EBITDA: ₹96.9 crore (+30% YoY) PAT: ₹50.1 crore (adjusted growth ~29% YoY excluding tax refund) Domestic Revenue Growth: +25% Export Revenue Growth: +12% Specialty Chemicals: Sales surged 149% to ₹82 crore, driven by the new Sayakha plant. Capacity Expansion Plans: Metformin capacity to scale from 1,400 tons/month → 2,200 tons/month (new USFDA-approved block). Methyl salicylate derivatives capacity planned at 350–400 tons/month. Margins: EBITDA margin expanded to 13.8%, targeting 15% in coming quarters. 🔹 Aarti Pharmalabs Ltd (Q4 FY26 – March 2026) Total Revenue: ₹582.64 crore (+3.35% YoY) Operating Profit: ₹101.97 crore (-16.97% YoY) Net Profit (PAT): ₹61.12 crore (-30.81% YoY) Operating Margin: 17.5% (down 19.66% YoY) EPS: ₹6.74 (down from ₹7.20 YoY) Stock Movement (10 Aug 2026): BSE: ₹821.45 (+20%) NSE: ₹800 (+16.64%) Trend: Technical analysis suggests reversal of bullish momentum; short-term outlook bearish. 🔹 Aarti Pharmalabs Ltd (Q1 FY27 – June 2026) Consolidated Revenue: ₹536 crore (+38.7% YoY) Consolidated PAT: ₹76.14 crore (+65.3% YoY) Standalone PAT: ₹71.31 crore (+49.4% YoY) Capex Approval: ₹149 crore for new intermediate manufacturing block (to serve CDMO customers). Leadership Changes: Effective October 1, 2026.