Aarti Drugs Ltd (AARTIDRUGS) Q4FY26 Management Mirror - Mar-2026 Qtr
Volume & Revenue Growth
The baseline volume growth target for FY27 was revised to 8% to 10% in the Mar'26 Qtr, representing a sequential moderation from the 12% to 15% projected in the Dec'25 Qtr and the mid-teens growth guided in the Sep'25 Qtr. Management noted an internal stretch target of 10% to 15%. Antibiotics pricing is expected to see strong YoY growth in FY27 despite flat volumes, while the formulation segment's INR 90-100 crore quarterly run-rate is sustainable, with long-term targets of INR 1,000 crore within 3 to 5 years. [Status: Downgraded]
4 more themes on the ELITE plan.