Aarti Drugs profit rises to Rs 82.77 crore in September 2026

Aarti Drugs Limited reported audited consolidated profit after tax of Rs 82.77 crore for the quarter ended September 30, 2026, compared with Rs 45.16 crore a year earlier, as total income increased to Rs 828.79 crore from Rs 652.88 crore. Profit also exceeded the Rs 50.13 crore reported in the preceding June 2026 quarter.

What did Aarti Drugs report for the September 2026 quarter?

Aarti Drugs reported consolidated profit after tax of Rs 82.77 crore for the quarter ended September 30, 2026, up from Rs 50.13 crore in the June 2026 quarter and Rs 45.16 crore in the September 2025 quarter. The reported profit was 65.1% higher sequentially and 83.3% above the year-earlier quarter, based on the consolidated figures.

Total income reached Rs 828.79 crore, increasing by Rs 125.20 crore from Rs 703.59 crore in the June 2026 quarter and by Rs 175.91 crore from Rs 652.88 crore a year earlier. The Board of Directors approved the audited standalone and consolidated results on November 3, 2026. The filing states that the statutory auditors issued an unmodified opinion on the consolidated results.

Aarti Drugs reported profit attributable to owners of Rs 82.94 crore in the September 2026 quarter, while non-controlling interest recorded a loss of Rs 17 lakh. Basic and diluted earnings per share, or EPS, were Rs 9.07, compared with Rs 5.49 in June 2026 and Rs 4.95 in September 2025. The filing describes quarterly EPS as not annualised and says it is based on a weighted average of 9.13 crore equity shares with a face value of Rs 10 each.

How did Aarti Drugs' income change from earlier periods?

Aarti Drugs' total income rose 17.8% from the preceding quarter and 26.9% from the year-earlier quarter to Rs 828.79 crore in the September 2026 period. Revenue from operations was Rs 826.24 crore and other income was Rs 2.55 crore, meaning the reported income was primarily generated from operations.

In the June 2026 quarter, revenue from operations was Rs 702.78 crore and other income was Rs 81 lakh, resulting in total income of Rs 703.59 crore. In the September 2025 quarter, revenue from operations was Rs 652.79 crore and other income was Rs 9 lakh, taking total income to Rs 652.88 crore. Revenue from operations therefore increased by Rs 173.45 crore year on year.

For the half year ended September 30, 2026, Aarti Drugs reported consolidated total income of Rs 1,532.38 crore, compared with Rs 1,243.30 crore in the corresponding period of 2025. The company identifies pharmaceuticals as its only business segment, so the filing does not provide a revenue split among multiple operating segments.

Which expenses and exceptional item did Aarti Drugs disclose?

Aarti Drugs disclosed material consumption of Rs 477.57 crore in the September 2026 quarter, purchases of stock-in-trade of Rs 33.13 crore and employee-benefit expense of Rs 37.13 crore. Depreciation and amortisation expense was Rs 19 crore, financial costs were Rs 9.63 crore, and other expenses were Rs 140.47 crore.

The June 2026 quarter included material consumption of Rs 469.35 crore, stock-in-trade purchases of Rs 21.38 crore, employee-benefit expense of Rs 36.51 crore and depreciation and amortisation of Rs 18.46 crore. The statement also reported a reduction of Rs 11.41 crore from changes in inventories of finished goods, work in progress and stock-in-trade for the September quarter, compared with a Rs 63.13 crore reduction in the June quarter.

Aarti Drugs' filing discloses an exceptional item of Rs 2.09 crore, described as a write-off of capital work-in-progress, or CWIP, for an administrative building at E1. The company said the write-off related to its routine expansion plans. Consolidated profit before tax was Rs 109.28 crore in the September 2026 quarter, compared with Rs 69.24 crore in June 2026 and Rs 60.41 crore in September 2025.

What do Aarti Drugs' half-year results and balance sheet show?

Aarti Drugs reported consolidated profit after tax of Rs 132.90 crore for the half year ended September 30, 2026, compared with Rs 99.13 crore in the corresponding half of 2025. Total comprehensive income was Rs 132.49 crore, compared with Rs 99.24 crore a year earlier, after items including investment fair-value changes and foreign-currency translation effects.

Consolidated total assets stood at Rs 3,053.72 crore on September 30, 2026, compared with Rs 2,815.26 crore on March 31, 2026. Inventories rose to Rs 603.12 crore from Rs 490.78 crore, while trade receivables increased to Rs 905.05 crore from Rs 829.87 crore. Cash and cash equivalents were Rs 8.48 crore at September-end, compared with Rs 7.27 crore at March-end.

Total consolidated equity increased to Rs 1,681.71 crore on September 30 from Rs 1,549.23 crore on March 31. Non-current borrowings declined to Rs 239.50 crore from Rs 256.87 crore, while current borrowings increased to Rs 379.11 crore from Rs 317.96 crore. As of September 30, 2026, the filing listed three subsidiaries and two step-down subsidiaries, including Pinnacle Life Science Private Limited, Aarti Speciality Chemicals Limited and Pinnacle Chile SpA.

Conclusion

Aarti Drugs combined higher September-quarter total income of Rs 828.79 crore with consolidated profit after tax of Rs 82.77 crore, above both the Rs 50.13 crore reported in June 2026 and the Rs 45.16 crore recorded a year earlier. The half-year profit of Rs 132.90 crore also exceeded the Rs 99.13 crore reported in the corresponding 2025 period, while pharmaceuticals remained the sole disclosed operating segment.

The disclosed point to watch is Aarti Drugs' routine expansion plan associated with the Rs 2.09 crore CWIP write-off for the E1 administrative building. Subsequent filings will also show how the September 30 increases in inventories to Rs 603.12 crore and receivables to Rs 905.05 crore develop alongside revenue, operating cash flow and borrowings.