External broker reports(aggregated public sources), Axis Direct

Axis Direct

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External broker reports(aggregated public sources)

Aarti Industries Q4 FY25 Update: Volume Recovery Drives Sequential Growth

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 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><p><em>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.</em></p>

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