AARTI DRUGS LTD.

Aarti Drugs Limited held its Q1 FY27 earnings conference call on August 3, 2026, where management discussed the company's performance and operating environment. Management noted that geopolitical developments, particularly the conflict in West Asia, impacted international trade and logistics, leading to elevated freight costs and raw material price volatility. Despite these challenges, the company reported strong financial results, with Q1 FY27 revenue of INR703.6 crores, a 19% increase year-on-year, and EBITDA of INR96.9 crores, reflecting a 30% growth. The EBITDA margin expanded to 13.8%. Management highlighted stable operations and no production disruptions during the quarter. The Sayakha facility's ramp-up was mentioned, with a utilization rate of nearly 65%. Management also discussed ongoing investments in capacity expansion and the importance of regulatory approvals for future growth. The call concluded with management expressing confidence in sustaining growth momentum.

Management emphasized strong financial performance and operational stability.