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Aarti Pharmalabs Q3 FY26: Revenue at ₹425 Cr, PAT at ₹44 Cr; Declares ₹1.5 Interim Dividend
Aarti Pharmalabs reported a decline in Q3 FY26 revenue to ₹425 crores from ₹471 crores YoY, primarily due to pricing pressure in the API segment and operational delays at the new Atali plant. Profit After Tax (PAT) fell significantly to ₹44 crores compared to ₹74 crores in the same period last year. Management noted that ₹49 crores of revenue was deferred as goods in transit, which impacted the quarter's PBT by ₹19 crores. Consequently, the company has revised its FY26 outlook, expecting EBITDA to be largely in line with the previous year with only marginal growth.
Key Highlights
Revenue decreased 9.8% YoY to ₹425 crores, while PAT dropped to ₹44 crores from ₹74 crores.
Deferred revenue of ₹49 crores due to goods in transit impacted Q3 PBT by ₹19 crores, expected to be realized in Q4.
CDMO segment remains a growth driver with 59 active projects, 40 of which are in the commercial stage.
Atali plant Phase 1 (₹300 crore capitalized) faced stabilization hiccups, delaying some CDMO validation quantities to Q4.
Board declared an interim dividend of ₹1.5 per share despite the earnings contraction.
💼 Action for Investors
Investors should monitor the stabilization of the Atali plant and the ramp-up of Xanthine expansion in FY27, as FY26 growth is expected to be muted. The stock may face near-term pressure until API margins stabilize and new capacities begin contributing to the bottom line.
Aarti Pharmalabs Q3 Standalone PAT Falls 40% YoY to ₹43.8 Cr; EBITDA Margin Stable at 24.2%
Aarti Pharmalabs reported a 9.7% YoY decline in standalone revenue to ₹425.3 crore for Q3-FY26, while PAT dropped 40.4% YoY to ₹43.8 crore, impacted by higher depreciation and finance costs. Despite the YoY decline, the company showed a strong sequential recovery with EBITDA rising 39% QoQ and margins remaining resilient at 24.22%. The CDMO segment is a key growth driver with 30-40% growth projected for FY26, although ₹49 crore in revenue was deferred this quarter due to goods in transit. Major capacity expansions in Xanthine (to 9,000 MTPA) and the Atali greenfield site are nearing completion, positioning the company for future scale.
Key Highlights
Standalone revenue for Q3-FY26 stood at ₹425.3 crore, down 9.7% YoY but up 1.9% QoQ.
EBITDA margins remained stable at 24.22% vs 24.42% YoY, despite pricing pressures in the API segment.
Xanthine capacity expansion from 5,000 MTPA to 9,000 MTPA is on track for completion by March 2026.
CDMO segment currently has 59 active projects with 21 customers, expecting 30-40% revenue growth in FY26.
Net Debt/Equity ratio remains low at 0.26x, supporting ongoing total capex plans of approximately ₹550 crore.
💼 Action for Investors
Investors should monitor the successful ramp-up of the Atali greenfield site and the commissioning of the Xanthine expansion in Q4-FY26. While YoY earnings are soft, the sequential recovery and strong CDMO pipeline suggest long-term growth potential.
Aarti Pharmalabs Declares ₹1.5 Interim Dividend; Record Date Set for Feb 16, 2026
Aarti Pharmalabs Limited has announced an interim dividend of ₹1.5 per equity share for the financial year 2024-25, representing a 30% payout on the face value of ₹5. The decision was finalized during the Board of Directors meeting held on February 09, 2026. The company has designated February 16, 2026, as the record date to identify shareholders eligible for the payout. This move reflects the company's commitment to returning value to its shareholders through consistent payouts.
Key Highlights
Interim dividend of ₹1.5 per equity share declared for FY 2024-25
Dividend payout is 30% of the face value of ₹5 per share
Record date for dividend eligibility is fixed as February 16, 2026
Board meeting for the declaration took place on February 09, 2026
💼 Action for Investors
Investors interested in the dividend must ensure they hold the shares before the ex-dividend date, typically one working day prior to the February 16 record date. Long-term investors should view this as a positive sign of cash flow management.
Aarti Pharmalabs Q3 Net Profit at ₹47.96 Cr; Declares ₹1.50 Interim Dividend
Aarti Pharmalabs reported a consolidated net profit of ₹47.96 crore for the quarter ended December 31, 2025, a decline from ₹73.99 crore in the corresponding quarter of the previous year. Consolidated revenue from operations stood at ₹274.11 crore, which was impacted by ₹49.35 crore of revenue being deferred to Q4 due to goods being in transit. The company has declared an interim dividend of ₹1.50 per share (30% of face value). An exceptional item of ₹2.79 crore was recorded due to provisions for new labour codes.
Key Highlights
Consolidated Net Profit for Q3 FY26 stood at ₹47.96 crore, down 35% YoY from ₹73.99 crore.
Revenue from operations was ₹274.11 crore, with an additional ₹49.35 crore in-transit revenue deferred to Q4.
Declared an interim dividend of ₹1.50 per equity share with a record date of February 16, 2026.
Exceptional charge of ₹279.49 lakhs recognized for incremental provision under new labour codes.
Consolidated EPS for the quarter fell to ₹5.29 from ₹8.16 in the year-ago period.
💼 Action for Investors
Investors should monitor the Q4 results closely to see if the deferred revenue of ₹49.35 crore translates into a strong recovery in profitability. While the dividend provides some support, the year-on-year decline in earnings suggests a cautious approach until margins stabilize.
Aarti Pharmalabs Declares ₹1.5 Interim Dividend; Q3 Net Profit Rises to ₹47.96 Crore
Aarti Pharmalabs has declared an interim dividend of ₹1.5 per equity share (30% of face value) for FY 2025-26, with the record date set for February 16, 2026. For the quarter ended December 31, 2025, the company reported a consolidated net profit of ₹47.96 crore, a significant increase from ₹27.92 crore in the previous quarter. Although consolidated revenue dipped sequentially to ₹273.37 crore, the company noted that ₹49.35 crore in revenue was deferred to Q4 due to goods being in-transit. An exceptional provision of ₹2.79 crore was also made for new labour code compliance.
Key Highlights
Declared interim dividend of ₹1.5 per equity share (30% on face value of ₹5)
Consolidated Net Profit grew to ₹47.96 crore in Q3 FY26 from ₹27.92 crore in Q2 FY26
Revenue of ₹49.35 crore deferred to Q4 FY26 due to goods in-transit at quarter-end
Exceptional item of ₹2.79 crore provisioned for impact of new labour codes
Record date for dividend eligibility fixed as Monday, February 16, 2026
💼 Action for Investors
Investors should benefit from the dividend payout and the strong bottom-line growth. The deferred revenue from in-transit goods suggests a potentially robust Q4, supporting a positive outlook for the stock.
Aarti Pharmalabs Appoints Dr. Rakeshwar Bandichhor as Chief Scientific Officer - R&D
Aarti Pharmalabs has appointed Dr. Rakeshwar Bandichhor as Chief Scientific Officer for R&D and Senior Management Personnel, effective January 1, 2026. Dr. Bandichhor brings over 25 years of extensive experience in API-R&D and Process Chemistry to the company. He joins from Dr. Reddy's Laboratories and holds a Ph.D. with postdoctoral experience from prestigious institutions in Germany and the USA. This appointment is expected to strengthen the company's technical leadership and research capabilities in the pharmaceutical space.
Key Highlights
Dr. Rakeshwar Bandichhor appointed as Chief Scientific Officer - R&D effective January 1, 2026
Brings 25 years of rich experience in API-R&D and Process Chemistry
Previously associated with industry major Dr. Reddy's Laboratories in Hyderabad
Holds a Ph.D. and completed three postdoctoral trainings at universities in Germany and the USA
💼 Action for Investors
Investors should view this as a positive step towards enhancing the company's R&D and API development capabilities. Monitor for future announcements regarding new product pipelines or process improvements under the new leadership.