Aarti Pharmalabs Ltd

Mr. Rajendra Vallabhaji Gogri, Non-Executive Director of Aarti Pharmalabs Ltd, has informed the company that he will not seek re-appointment as a Director at the upcoming Annual General Meeting (AGM). This decision is due to personal goals and other commitments. His tenure as a Director will conclude at the close of business hours on the day of the AGM. The company has notified the stock exchanges regarding this development.

Aarti Pharmalabs Ltd's Board of Directors, in a meeting held on August 7, 2026, approved the unaudited financial results for the quarter ended June 30, 2026, along with the limited review report. Key management changes were approved, including Shri. Rashesh C. Gogri's transition from Non-Executive Director to Managing Director and Smt. Hetal Gogri Gala's move from Managing Director to Executive Director, both effective October 1, 2026, subject to shareholder approval. The board also sanctioned a capacity addition for an Intermediate Block with an estimated capital expenditure of ₹149 Crores. Furthermore, the Audit Committee, CSR Committee, and Stakeholders Relationship Committee were reconstituted.

Aarti Pharmalabs Ltd's Board of Directors, in a meeting held on August 7, 2026, approved the Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026, along with the Limited Review Report. Key management changes were approved, including Shri. Rashesh C. Gogri's transition from Non-Executive Director to Managing Director and Smt. Hetal Gogri Gala's move from Managing Director to Executive Director, both effective October 1, 2026, subject to shareholder approval. The board also sanctioned a capacity addition for an Intermediate Block with an estimated capital expenditure of ₹149 Crores. Furthermore, committees including the Audit Committee, CSR Committee, and Stakeholders Relationship Committee were reconstituted.

Aarti Pharmalabs Ltd announced the approval of its unaudited financial results for the quarter ended June 30, 2026, both on a standalone and consolidated basis. The Board of Directors also approved a significant capacity addition for the development of an Intermediate Block with an estimated capital expenditure of Rs. 149 Crores. Additionally, key management changes were approved, including the appointment of Shri. Rashesh C. Gogri as Managing Director and Smt. Hetal Gogri Gala as Executive Director, both effective October 1, 2026, subject to shareholder approval. The company also announced the reconstitution of its Audit Committee, Corporate Social Responsibility Committee, and Stakeholders Relationship Committee.

Aarti Pharmalabs' consolidated Q1FY27 (quarter ended June 30, 2026) print was strong: revenue of ₹535.80 Cr grew 38.7% YoY (₹386.19 Cr, restated) and PAT of ₹76.14 Cr grew 65.4% YoY on that restated base (53.8% against the originally-reported ₹49.50 Cr base in our records — the year-ago quarter was restated down in this filing to recognise a forex-derivative fair-value loss). Sequentially, revenue was down 8.0% off a seasonally strong Q4FY26 base (₹582.64 Cr) but PAT still rose 24.6% QoQ (₹61.12 Cr). No exceptional items sat in this quarter's numbers. Margins expanded on both counts: OPM (EBITDA margin) rose to 25.4% from 23.7% YoY (restated) and 19.4% QoQ, while NPM improved to 14.2% from 11.9% YoY. That expansion ran counter to management's own caution at the FY26-Q4 concall that near-term EBITDA margins could be pressured by ramp-up costs — a positive surprise on that front. Consolidated PAT growth (65.4%) outpaced standalone PAT growth (49.3%, ₹71.31 Cr vs a restated ₹47.75 Cr base) by roughly 16 points; the gap is explained by the joint venture, Ganesh Polychem, swinging to a ₹7.41 Cr profit contribution to consolidated PBT from a ₹1.80 Cr loss a year ago — a material standalone-consolidated divergence worth flagging since readers will see both numbers. Against guidance: management had targeted 15-18% multi-year revenue/EBITDA growth with the CDMO/CMO segment leading at 40-50% FY27 growth. This quarter's 38.7% revenue growth and ~48.9% YoY EBITDA growth run well ahead of that multi-year cadence, and margins expanded rather than compressed as cautioned — a beat against the company's own framing (guidance sourced from the prior concall, not this filing). No reliable street/consensus estimate could be sourced for this specific print — searches on "Aarti Pharmalabs Q1 FY27" kept returning results for the similarly named but distinct Aarti Drugs Ltd, so vsStreet is marked unknown rather than risk misattributing a peer's numbers; no management press release was available to extract at filing time either. Alongside results, the Board approved a fresh ₹149 Cr capex for a 405 KL intermediate-chemistry block (one-year timeline, funded via internal accruals and borrowings) aimed at CDMO/intermediate customers, and a management succession plan effective October 1, 2026 (Rashesh Gogri to Managing Director, Hetal Gogri Gala to Executive Director). The August 10, 2026 concall is the next checkpoint: it should clarify the CDMO segment's actual run-rate against the 40-50% FY27 growth target and give more color on the new capex timeline and its near-term cost impact, given management's own stated caution on ramp-up costs.

Aarti Pharmalabs Ltd has announced that its Board of Directors will convene on August 7, 2026. The primary agenda item is to consider and approve the unaudited financial results for the quarter ended June 30, 2026. These results will be presented on both a standalone and consolidated basis, accompanied by the auditors' limited review reports. Concurrently, the company has informed that the trading window for its securities, which opened on July 1, 2026, will remain closed until August 9, 2026, to facilitate the announcement of these financial results and prevent insider trading.

Aarti Pharmalabs Limited has inaugurated a new state-of-the-art manufacturing block at its Tarapur Unit 5 in Maharashtra. This expansion adds 3600 TPA capacity for Xanthine derivatives, bringing the total to 9600 TPA and positioning the company among the top three global manufacturers in this segment. Trial production has commenced, with full utilization expected in the coming quarters. The new facility aims to strengthen production capabilities and cater to larger customer needs.

Aarti Pharmalabs Ltd has announced the closure of its trading window for dealing in the company's securities. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015. The trading window will be shut from Wednesday, July 01, 2026, and will reopen 48 hours after the declaration of the financial results for the quarter ending June 30, 2026. All designated and connected persons have been informed. The date of the board meeting to approve these results will be communicated separately.

Aarti Pharmalabs Ltd's Board of Directors approved the audited financial results for the quarter and financial year ended March 31, 2026. The company reported revenue from operations (net) of ₹179,755.17 lakhs for FY26. A final dividend of ₹2 per equity share was recommended. Smt. Ketki D. Visariya was re-appointed as the Cost Auditor and Manish Modi & Associates as the Internal Auditor for FY 2026-27. Mr. Sachin Patil and Mr. Rajendra Pagare were designated as Senior Management Personnel.

Aarti Pharmalabs Ltd's board approved the audited financial results for the quarter and financial year ended March 31, 2026. The company reported revenue from operations (net) of ₹1797.55 million and a net profit of ₹176.2 million for FY26. A final dividend of ₹2 per equity share of face value ₹5 each was recommended, subject to shareholder approval. Smt. Ketki D. Visariya was re-appointed as Cost Auditor and Manish Modi & Associates as Internal Auditor for FY 2026-27. Mr. Sachin Patil and Mr. Rajendra Pagare were designated as Senior Management Personnel.