Sustained high crude prices hurting antibiotic demand
If crude remains above $110-120, domestic antibiotic demand may decline due to price sensitivity, impacting volumes.
AARTIDRUGS / Q4-FY26 / risks
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Aarti Drugs · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Salicylic acid plant turnaround delayed
Salicylic acid production remains shut due to equipment delays and variable losses; restart depends on successful installation and testing.
Methylamine ramp-up dependent on metformin expansion
Higher utilization of the methylamine plant requires commensurate metformin production expansion, which is still underway.
Geopolitical disruptions impacting raw material supply
West Asia war caused ammonia shortages in March; further escalation could disrupt key raw material availability.