AARTIDRUGS

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AARTI DRUGS LIMITED

HealthcarePharmaceuticalsSmall capNo real edge

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The storyMetformin USFDA ramp

The metformin USFDA block is the key, unlocking regulated markets and doubling capacity.

Overall read

5.9/10

Balanced

Riding themesSpecialty-chemicals rebound

The three reads · this quarter

The standing reads · change less often

Moat

No real edge

Key variables

4 tracked

lead: Plant-level capacity utilization

Utilization has oscillated within a narrow range, with FY25 improvement from the prior year but falling back in 9M FY26 due to demand softness and new plant ramp-up frictions, keeping operating leverage subdued.

Walk the talk

Not enough tracked guidance to grade yet.

AARTIDRUGS

Track this name

AARTI DRUGS LIMITED

HealthcarePharmaceuticalsSmall cap

Track this name

The storyMetformin USFDA ramp

The metformin USFDA block is the key, unlocking regulated markets and doubling capacity.

Overall read

5.9/10

Balanced

The three reads · this quarter

AARTIDRUGS

Track this name

AARTI DRUGS LIMITED

HealthcarePharmaceuticalsSmall capNo real edge

Track this name

The storyMetformin USFDA ramp

The metformin USFDA block is the key, unlocking regulated markets and doubling capacity.

Overall read

5.9/10

Balanced

Where it sits

#104/146BELOW LINE

Where it sits

The three reads · this quarter

Key variables

4 tracked

lead: Plant-level capacity utilization

Walk the talk

Not enough tracked guidance to grade yet.

Growth readSoftbase 12-15% · Rank 99/100

Metformin capacity expansion to 2,200 tons/month with USFDA block is a key growth driver, unlocking regulated markets.

bear <10%base 12-15%bull >16%

5.7FAIR

Valuation readFairly valuedpriced 2 days ago

In line with its own history, and the price sits at our base case.

P/E vs own history · cheapEV/EBITDA vs own history · in-line