Q2-FY26 · Adesh Patel
We are quite confident that once we get every all these things in order, sequentially our margin should steadily keep on increasing and our ultimate target should be somewhere between 15 to 16%.
AARTIDRUGS / language trends
Read confidence between the lines.
Aarti Drugs · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · Adesh Patel
The quality parameters are met. Fortunately now the product is widely accepted in the market. We have sold to majority of the salicylic acid customers in India.
Q2-FY26 · Harshit Salah
If everything goes well then we can try for 15 to 20% growth for next year.
Q3-FY26 · Adish Patil
After several quarters of pricing pressure, we believe the business has reached an inflection point supported by stabilizing realization and improving volume momentum.
Q3-FY26 · Adish Patil
The main growth driver for the volumes would be the new products both salicylic acid and the cycles the methylamines.
Q3-FY26 · Adish Patil
We will still maintain the stance that the prices have stabilized from September onwards. Just product specific variations are there little bit but more or less the prices have already stabilized.
Q4-FY26 · Harshit Sa
We are expecting that in June quarter we should easily cross around 55 to 60% of utilization for that plant and within a year's time we believe that we should be operating upwards of 70% utilization of the methylamide plants.
Q4-FY26 · Harshit Sa
The longer the war stretches, the positive variance would be more.
Q4-FY26 · Aish Patil
We would still like to target EBITDA margins anywhere between 13 and a half to 14% for this FY27.