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    Aarti Drugs

    Global API manufacturer making bulk drugs, formulations and specialty chemicals across 14 plants in Gujarat, Maharashtra and Himachal Pradesh.

    Healthcare
    Healthcare
    View AARTIDRUGS earnings calls
    ₹370.35
    -1.13% from avg

    Overview

    Price

    ₹370.35

    Market Cap

    ₹3.7k Cr

    Sector

    Healthcare

    Healthcare

    Rank

    4

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital2393939392919191
    Reserves6298209441.1k1.2k1.3k1.4k1.5k
    Borrowings389351543609564615573577
    Other Liabilities535502629620587591570690
    Total Liabilities1.6k1.8k2.2k2.4k2.4k2.6k2.6k2.8k
    AssetsFixed Assets6446656906768118661.1k1.1k
    CWIP121977210261330179214
    Investments1317191920222327
    Other Assets9071.1k1.4k1.5k1.3k1.4k1.3k1.5k
    Total Assets1.6k1.8k2.2k2.4k2.4k2.6k2.6k2.8k

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating14325115570133359245254
    Cash from Investing-62-33-72-150-164-224-165-173
    Cash from Financing-80-215-819217-136-82-77
    SummaryCapital Expenditure
    Free Cash Flow8021478-82-311336780
    FCF Margin

    Valuation

    Assumptions

    Current — AARTIDRUGS
    Price
    ₹370
    EPS (TTM)
    ₹21.36
    PE (TTM)
    17.3
    Profit growth
    5.3%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (23.6×) and current (17.3×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹370
    vs
    Fair value · 15% return
    ₹198
    47%Overvalued

    At 5.3% growth and a 17× exit, ₹370 only delivers your return if you pay ₹198. The price is currently baking in 18% growth.

    EPS grows 5.3%/yr for 5 years, then fades to 6% over 2, exits at 17×.

    YearGrowthEPS (₹)
    FY275.3%22.49
    FY285.3%23.68
    FY295.3%24.94
    FY305.3%26.26
    FY315.3%27.65
    FY325.6% ·fade29.22
    FY336.0% ·fade30.97

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

    Learn to analyse Aarti Drugs

    Guides on how to read this kind of business and the numbers that matter.