Aarti Drugs Limited · NSE:AARTIDRUGS
Aarti Drugs — Shareholder Meeting (September 2026)
26 slides from Aarti Drugs's shareholder meeting presentation, Sep 26, 2026
Slide 1: Cover letter to stock exchanges: Presentation to Shareholders
Ref: ADL/SE/2026-27/46 September 26, 2026 To, To, Listing/ Compliance Department Listing/ Compliance Department BSE Limited National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, “Exchange Plaza”, Plot No. C/1, Dalal Street, G Block Bandra - Kurla Complex, Mumbai – 400 001 Bandra (East
Slide 2: Aarti Drugs Limited Annual General Meeting
Aarti Drugs Limited Annual General Meeting September 26, 2026 FY 2025-26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Aarti Drugs Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 4: Company & Business Overview
Company & Business Overview == Aa Aarti Drugs Ltd.
Slide 5: Journey
Journey 2024 Forayed into the personal care segment with the commissioning of a greenfield project for 2021 dermatology products at Tarapur Surpassed a consolidated turnover of 2026 Rs. 2,000 Crores Commissioned and ramped Pinnacle Life Science Private Limited up the Sayakha surpassed a turnover of
Slide 6: Leadership in API Manufacturing
Leadership in API Manufacturing Over a decade, API manufacturing has transitioned towards highly regulated, specialized business 14 6,876 1 Largest producer of Nimesulide in the world Manufacturing Facilities MT/Monthly Capacity 2 Largest producer of Ketoconazole in the world 80+ 50+ 3 Largest produ
Slide 7: Diversified Presence across Segments
Diversified Presence across Segments Presence Across APIs, Formulation, Specialty Chemicals, Intermediates Segments Active Pharmaceuticals Ingredients (API) Formulations Specialty Chemicals, Intermediates & Others Diversified into formulations in 2014 via wholly Backward integrated to supply int
Slide 8: Manufacturing Footprint
Manufacturing Footprint Baddi Pinnacle Plant Formulation Plant WHO-GMP The capacity of Multi- Sarigam-1 purpose plant ranges from kilograms to multi tons levels WHO-GMP Sarigam-2 Long term experience of WHO-GMP/ Multi-step synthesis and COFEPRIS/CEP fractionations at high temperatures Sayakha WH
Slide 9: Diversified Geographic Presence
Diversified Geographic Presence North America Europe 11% 15% 12% 12% FY25 FY26 FY25 FY26 Russia Egypt China Asia Latin America Türkiye 52% 49% 14% 12% Bangladesh FY25 FY26 FY25 FY26 Switzerland Mexico UAE Nigeria Market Segmentation Africa 27% 11% 12% Brazil FY25 FY26 FY26 Top 10 Export Destinations
Slide 10: Strong R&D thrust on continuous innovation
Strong R&D thrust on continuous innovation • Supports manufacturing facilities at Tarapur and Sarigam on API process development 2 • Pilot plant used for kilo scale manufacturing R&D Center at Tarapur Doctorates • Recognized by Department by Science and Industrial Research (DSIR) Government of India
Slide 11: Growth Strategies
Growth Strategies Strategic pivot to scaling Regulated Market Sales through expansion of Formulations and Oncology Product Portfolio ₹200 Crore Investment Premium Pricing and Aarti Drugs manufactures APIs but also has a formulation business (via Pinnacle Life Sciences) that makes oral solid dosage
Slide 12: Growth Strategies
Growth Strategies Capacity Expansion and Backward Integration leading to improved Asset turns Commencement of Operations Anti-diabetic Antiprotozoals Anti-inflammatory o Operationalized two greenfield facilities o Current capacity: ~1,400 TPM o Enhancing the position in the o Targeting highly regula
Slide 13: ESG Initiatives
ESG Initiatives E • Zero Liquid Discharge (ZLD) • Carbon Footprint Reduction • Eco-friendly Packaging • Efficient Utilities & Green Technologies Environment S • Healthcare Initiatives • Woman Empowerment • Fair Trade Practices • Gender Diversity Social G • Stakeholder Responsibility • Risk Managemen
Slide 14: Sustainability Reports
Sustainability Reports Aarti Drugs has published its Sustainability Reports for FY 2023-24 and FY 2024-25 Our Sustainability Reporting Journey Our FY 2023-24 report, “Future-Ready: Redefining Sustainability”, set out how we are redefining sustainability across our business. Our FY 2024-25 report, “F
Slide 15: Corporate Social Responsibility
Corporate Social Responsibility ₹414.26 lakhs invested in FY 2025-26 across six focus areas, benefiting over 50,000 lives Focus Areas and Expenditure ₹414.26 lakhs Total CSR Spend for FY 2025-26 ₹191.61 lakhs 46.3% ₹114.50 lakhs 27.6% Education and Skill Development Healthcare 50,000+ Beneficiaries
Slide 16: CSR – Education and Skill Development
CSR – Education and Skill Development ₹191.61 lakhs invested in FY 2025-26, improving access to learning for over 15,000 lives ₹191.61 lakhs 15,000+ Spend for FY 2025-26 Lives Impacted in FY 2025-26 Infrastructure Development Installed electrical fittings and equipment at J.V.S.S. Anu Vikas Vidyal
Slide 17: CSR – Healthcare
CSR – Healthcare ₹114.50 lakhs towards healthcare infrastructure and access across Bihar, Tamil Nadu, Maharashtra and Uttarakhand Tirthankar Mahaveer Jain Hospital | Nalanda, Bihar Modern healthcare facility with advanced medical equipment, imaging and laboratory services supported by telemedicine;
Slide 18: CSR – Livestock Development and Environment
CSR – Livestock Development and Environment ₹30 lakhs towards animal welfare and ₹9.39 lakhs towards environment and water conservation Livestock Development Supported the Bhagwan Mahavir Pashu Raksha Kendra at Pragpar village, Kutch, Gujarat – a veterinary hospital for the care, treatment and rehab
Slide 19: CSR – Public Infrastructure and Community Support
CSR – Public Infrastructure and Community Support ₹47.71 lakhs towards public infrastructure and ₹21.05 lakhs towards support for weaker sections of society Public Infrastructure Bus Stops Constructed 2 new bus stops at Maswan, District Palghar Water Infrastructure Supported the development of a dam
Slide 20: Business & Financial Highlights
Business & Financial Highlights
Slide 21: FY26 Consolidated Financial Highlights
FY26 Consolidated Financial Highlights Total Revenue2 EBITDA & EBITDA Margin1,2 PAT & PAT Margin2 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 12.6% 12.1% 7.0% 7.6% +7% 2,568 +3% +16% 2,403 304 312 195 168 FY25 FY26 FY25 FY26 FY25 FY26 Segmental Revenue Therapeutic-wise Revenue3 12.9% 7.0% 12.2% 3.0% 15.3% Anti
Slide 22: Q1 FY27 Consolidated Financial Highlights
Q1 FY27 Consolidated Financial Highlights Total Revenue1 EBITDA & EBITDA Margin1,2 PBT & PBT Margin1,2 12.6% 13.8% 8.7% 9.9% +19% +30% +35% 704 97 69 591 74 51 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 (Rs. Crs.) Segmental Revenue Therapeutic-wise Revenue3 12.3% 11.7% 11.9% 18.2% 3.5% 10.2% 18
Slide 23: Consistent Volume Growth in the past 5 Years
Consistent Volume Growth in the past 5 Years Pricing Growth/(Degrowth) Volume Growth 11% Consistent volume 10% growth over the years 7% 7% 5% 10% 5% -3% -13 -18% Continuous fall in prices FY2022 FY2023 FY2024 FY2025 FY2026 leading to lower ASPs Revenue growth was impacted post Covid, primarily H
Slide 24: Historical Financial Performance
Historical Financial Performance
Slide 25: Historical Consolidated Performance
Historical Consolidated Performance Total Revenue EBITDA & EBITDA Margin PAT & PAT Margin Earnings Per Share (in Rs. Crore) (in Rs. Crore) (in Rs. Crore) (in Rs.) 13.7% 11.3% 12.7% 12.6% 12.1% 8.2% 6.1% 6.8% 7.0% 7,6% 2,718 341 205 22.1 21.4 2,500 2,533 2,568 308 321 312 195 2,403 303 172 18.0 18.6
Slide 26: Thank You
Thank You Company: Aarti Drugs Limited CIN: L37060MH1984PLC055433 Mr. Rushikesh Deole investorrelations@aartidrugs.com / +91 22 24048199 www.aartidrugs.com Investor Relations: Strategic Growth Advisors (SGA) CIN: U74140MH2010PTC204285 Mr. Deven Dhruva / Ms. Krisha Shrimankar deven.dhruva@sgapl.net /