Aarti Drugs Share Price: Profit Zordaar Bhaga, Par Margins Mein Fikra Fikra!

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AuthorAarav Shah|Published at:
Aarti Drugs Share Price: Profit Zordaar Bhaga, Par Margins Mein Fikra Fikra!
Overview

Aarti Drugs ke investors ke liye Q3 FY26 ka result aaya hai, aur numbers kaafi mixed hain. Company ne apna Net Profit **58%** tak badha liya hai, jo ₹40.5 crore pahunch gaya. Revenue bhi **8%** upar gaya ₹602.9 crore. Par, thoda sa pressure EBITDA margins par dikh raha hai, jo **9.3%** pe aa gaye hain.

Aarti Drugs Q3 Results: Profit Up, Margins Down? Kya Chal Raha Hai?

Chalo, numbers dekhte hain Aarti Drugs ke Q3 FY26 ke. Company ka total revenue 8% badh kar ₹602.9 crore ho gaya. Aur Profit After Tax (PAT)? Woh toh 58% ki tez leap laga kar ₹40.5 crore par pahunch gaya. Iska matlab hai ki Earnings Per Share (EPS) ab ₹4.44 ho gaya hai.

Lekin ek aur important number hai - EBITDA (Operating Profit). Yeh thoda kam hua hai, 10% gir kar ₹56.3 crore pe aa gaya. Aur is wajah se, EBITDA margins bhi 190 basis points compress ho gaye hain, ab yeh 9.3% hain.

Profit Toh Badha, Par Kaise?

Pichhle saal ke comparison mein PAT itna kaise badha? Company ne bataya ki is quarter mein unhein ₹16.38 crore ka IT tax refund mila hai, jisne Net Profit ko boost diya. Toh, asli operating performance ko samajhne ke liye EBITDA margins ko dekhna zaroori hai.

Margin pressure ke piche kuch reasons hain: company ne high-cost inventory consume kiya, plants mein maintenance ke liye temporary shutdowns hue, aur raw material shipment mein bhi issues aayi hain.

9 Mahine Ka Kaisa Raha?

Agar 9 mahine (9M FY26) ki baat karein, toh figures zyada stable lagte hain. Revenue 8% badh kar ₹1,846.6 crore hua, aur PAT 49% upar ₹139.7 crore tak pahuncha. 9M EBITDA bhi 9% badhkar ₹215.0 crore raha, aur margins bhi 11.6% pe lagbhag stable rahe.

Aage Kya Plan Hai Management Ka?

Management ko pata hai ki Q3 mein margins par thoda pressure tha. Unka kehna hai ki yeh high-cost inventory aur operational adjustments ki wajah se hua. Woh operational efficiency aur naye capacities se isko recover karne ki ummeed kar rahe hain.

Future ke liye unke paas kuch bade plans hain:

  • Methyl amines ke liye backward integration plant pe kaam chal raha hai, jiska target capacity utilization 50% tak le jaana hai March/April 2026 tak.
  • Metformin intermediate ke liye 6-8 mahine mein self-reliant hone ka aim hai.
  • Salicylic Acid plant aur uske baad Salicylates line ko bhi scale up karne ka plan hai.

Company lagbhag ₹600 crore ka Capex bhi kar rahi hai, jo future growth aur capacity badhane ke liye hai. Aur haan, solar power plants bhi lagane ka plan hai, jo costs control karne mein help karega.

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