External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Uptick in Revenue and Profitability: Revenue, EBITDA, and Adjusted PAT increased by 9.1%, 25.7%, and 29.2% YoY, respectively, driven by strong demand in API, especially in the export market, leading to overall volume growth of 9% and negative variance of ~2%.</li><li>Encouraging Segment-wise Performance: The Formulations business saw a significant jump of 25% annually, while the API reported muted growth of 6.4%.</li><li>The company is now focused on expanding into more international markets. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Uptick in Revenue and Profitability: Revenue, EBITDA, and Adjusted PAT increased by 9.1%, 25.7%, and 29.2% YoY, respectively, driven by strong demand in API, especially in the export market, leading to overall volume growth of 9% and negative variance of ~2%.Encouraging Segment-wise Performance: The Formulations business saw a significant jump of 25% annually, while the API reported muted growth of 6.4%.The company is now focused on expanding into more international markets. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance

<ul><li>Aarti Drugs reported revenue of Rs 591 Cr, marginally below our estimate of Rs 598 Cr, yet broadly in line with expectations.</li><li>Revenue grew by 6.3% YoY, supported by a recovery in demand and volume growth, particularly in the API segment.</li><li>EBITDA stood at Rs 74 Cr, exceeding our estimate of Rs 69 Cr, registering a 13.9% YoY increase. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs reported revenue of Rs 591 Cr, marginally below our estimate of Rs 598 Cr, yet broadly in line with expectations.Revenue grew by 6.3% YoY, supported by a recovery in demand and volume growth, particularly in the API segment.EBITDA stood at Rs 74 Cr, exceeding our estimate of Rs 69 Cr, registering a 13.9% YoY increase. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - Margin Gains & Expansion Plans Fuel Optimism for H2

<ul><li>Uptick in Revenue and Profitability: Revenue, EBITDA, and PAT increased by 9.2%, 8.7%, and 27% YoY, respectively, driven by strong export volume growth, though slightly impacted by negative rate variance in API prices.</li><li>Segment-Wise Performance: The Formulations business saw a significant sequential jump of 26.9%, while the API segment grew by 20.6% QoQ and is now focused on expanding into more international markets.</li><li>Capex Investments for Future Growth: During FY25, the company incurred a Capex of ~Rs 177 Cr, primarily for capacity expansion, backward integration, and new product launches.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Uptick in Revenue and Profitability: Revenue, EBITDA, and PAT increased by 9.2%, 8.7%, and 27% YoY, respectively, driven by strong export volume growth, though slightly impacted by negative rate variance in API prices.Segment-Wise Performance: The Formulations business saw a significant sequential jump of 26.9%, while the API segment grew by 20.6% QoQ and is now focused on expanding into more international markets.Capex Investments for Future Growth: During FY25, the company incurred a Capex of ~Rs 177 Cr, primarily for capacity expansion, backward integration, and new product launches.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - Resilient Demand and Plans for Scale-Up

<ul><li>Aarti Drugs Limited is a key player in the pharmaceutical industry, particularly in manufacturing Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, and Specialty Chemicals.</li><li>With an extensive range of over 50 compounds covering various therapeutic categories, it stands as a market leader in APIs.</li><li>The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Limited is a key player in the pharmaceutical industry, particularly in manufacturing Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, and Specialty Chemicals.With an extensive range of over 50 compounds covering various therapeutic categories, it stands as a market leader in APIs.The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Aarti Drugs Ltd - 21 MAY 2024

<ul><li>Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.</li><li>Gross margins improved by 282bps sequentially due to a better product mix and a decline in input costs.</li><li>Additionally, EBITDA margins improved by 227bps sequentially, driven by operating leverage from enhanced capacity utilization. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.Gross margins improved by 282bps sequentially due to a better product mix and a decline in input costs.Additionally, EBITDA margins improved by 227bps sequentially, driven by operating leverage from enhanced capacity utilization. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - API Prices Bottomed Out

India

Aarti Drugs Limited is a pharmaceutical company which manufactures bulk drugs and specialty chemicals. The Company's products include vitamins and sedatives, as well as anti-inflammatory, anti-asthma, anti-arthritis, anti-fungal,  anti-diabetic, anti-osteoporosis, anti-cholinergic and anti-depressant drugs.  The company sells its products in India and elsewhere throughout the world.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Aarti Drugs Ltd (ARTD IN)

Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance

Encouraging Segment-wise Performance: The Formulations business saw a significant jump of 25% annually, while the API reported muted growth of 6.4%.

Axis Direct

Aarti Drugs Ltd - Margin Gains & Expansion Plans Fuel Optimism for H2

Aarti Drugs reported revenue of Rs 591 Cr, marginally below our estimate of Rs 598 Cr, yet broadly in line with expectations. Revenue grew by 6.3%...

Axis Direct

Aarti Drugs Ltd - Resilient Demand and Plans for Scale-Up

Revenue, EBITDA, and PAT increased by 9.2%, 8.7%, and 27% YoY, respectively, driven by strong export volume growth, though slightly impacted by...

Axis Direct

Pick of the Week: Aarti Drugs Ltd - 21 MAY 2024

The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence.

Axis Direct

Aarti Drugs Ltd - API Prices Bottomed Out

Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)