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AARTIPHARM Diversified 2026-04-??

Aarti Pharmalabs Limited — Q4 FY26

Aarti Pharmalabs reported Q4 FY26 standalone revenue of ₹580 crore (+9% YoY), but EBITDA fell to ₹134 crore (-5% YoY) and PAT dropped to ₹62 crore (-30% YoY), impacted by a ₹33...

neutral medium
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Revenue ₹583 Cr +9.4%
EBITDA ₹134 Cr -5%
PAT ₹61 Cr -30.3%
EBITDA Margin 19% -340bps
Duration 64 min
Read Time 1 min read

✓ Verified against BSE filing

Risk Intelligence

Material risks this quarter

Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.

Risks

R

Raw material cost inflation from West Asia tensions

Geopolitical tensions have caused significant increases in raw material and logistics costs, impacting margins, especially in the API segment where cost pass-through is difficult.

high · management_commentary
R

Inability to pass on cost increases in API/intermediates

Management noted that existing orders in the API segment cannot be repriced, and future price increases depend on competitive dynamics.

medium · analyst_question
R

Lumpy CDMO revenue and working capital strain

CDMO revenue is lumpy due to project-based deliveries, and large customer orders require significant inventory financing without advances.

medium · analyst_question
R

Forex volatility impact on profitability

A ₹33 crore forex loss in FY26 (including on foreign currency loans) highlights exposure to currency fluctuations, with potential for further hits.

medium · data_observation