Aarti Drugs Limited

rs,

25-26/25 July 19, 2025 To, Listing/ Compliance Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 BSE CODE: 524348 Dear Sir/Madam, To, Listing/ Compliance Depar

6%

1 FY26 Consolidated Financial Highlights Total Revenue EBITDA & EBITDA Margin PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33

11.9%

venue EBITDA & EBITDA Margin PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY2

12.6%

EBITDA & EBITDA Margin PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segm

6.0%

& EBITDA Margin PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segmental

9.1%

DA Margin PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segmental Revenu

13%

in PAT & PAT Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segmental Revenue The

63%

Margin +6% 556 591 (Rs. Crs.) (Rs. Crs.) (Rs. Crs.) 11.9% 12.6% 6.0% 9.1% +13% 66 74 +63% 54 33 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segmental Revenue Therapeutic-wise

13.6%

FY25 Q1 FY26 Q1 FY25 Q1 FY26 Segmental Revenue Therapeutic-wise Revenue* (Within API Segment) 13.6% 5.6% 3.2% API Formulation Speciality Chemicals Intermediates & Others 12.2% 14.5% 19.3% 9.

5.6%

Q1 FY26 Q1 FY25 Q1 FY26 Segmental Revenue Therapeutic-wise Revenue* (Within API Segment) 13.6% 5.6% 3.2% API Formulation Speciality Chemicals Intermediates & Others 12.2% 14.5% 19.3% 9.5% 3

3.2%

6 Q1 FY25 Q1 FY26 Segmental Revenue Therapeutic-wise Revenue* (Within API Segment) 13.6% 5.6% 3.2% API Formulation Speciality Chemicals Intermediates & Others 12.2% 14.5% 19.3% 9.5% 3.7% A

rs 12.2

(Within API Segment) 13.6% 5.6% 3.2% API Formulation Speciality Chemicals Intermediates & Others 12.2% 14.5% 19.3% 9.5% 3.7% Anti-biotic Anti-protozoal Anti-inflammatory Anti-diabetic Anti-fun

“Gogri Chairman Emeritus • One of the Founder Promoters of the Company • Has 50+ years of experience across Projects, Operations, (domestic & Process Development, and Marketing international) in the Chemical and Pharma sectors • Offering strategic guidance to the Board Shri Prakash M.”

“Patil Chairman, MD & CEO • Has over 50+ years of experience in the chemical • & pharmaceutical industry Instrumental in driving the company’s strategic direction, project execution, and operational excellence • Actively involved in business development, innovation, and expanding global reach Shri Rashesh C.”

“Gogri Managing Director • Brings over 26 years of experience in Production, Marketing, and Project Implementation in the Chemical and Pharma sectors • Also serves as Vice Chairman & Managing Director of Aarti Industries Ltd and Chairman of Aarti Pharmalabs Ltd Shri Harshit M.”

“In future planning for additional 350 TPM of brownfield expansion ✓ The launch of Gliptins will further enhance and solidify the position of this category ✓ The greenfield project at Sayakha, Gujarat, dedicated to backward integration of anti-diabetic products along with few more intermediates, has commenced trial production which is expected to stabilize soon.”

“Operational Scale-up at Tarapur Greenfield Project ✓ The Salicylic Acid plant at Tarapur has commenced operations and is gradually scaling up production and is targeting a cumulative capacity of ~1,600 tonnes per month by the end of 2025-26.”

“Crore) 359 251 245 155 134 70 FY20 FY21 FY22 FY23 FY24 FY25 1,400 1,200 1,000 800 600 400 200 0 (in Rs.”

“Crore) (in Rs.) 2,718 2,500 2,533 2,403 442 2,159 341 308 321 303 280 205 30.1 22.1 166 172 168 18.0 18.6 18.4 20.5% 13.7% 11.3% 12.7% 12.6% 13.0% 8.2% 6.1% 6.8% 7.0% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Net Worth Leverage (X) RoCE (%) RoE (%) (in Rs.”

“Crore) 1,369 1,282 1,193 1,036 913 0.4 0.5 0.5 35.8% 0.4 0.5 20.5% 14.9% 14.2% 12.5% 34.2% 21.0% 14.6% 13.9% 12.7% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Note: EBITDA includes other income & excludes exceptional items 32 Historical Profit & Loss Statement Particulars (Rs.”

Supplier of Bulk Drugs by

1

Revenue

1

Captive consumption

1

Supplier of Bulk Drugs by

✓ Ensuring consistent quality, timely delivery, and competitive pricing ✓ Offering customized, customer- centric solutions ✓ Adopting cost-effective, safe, and flexible manufacturing practices ✓ Upholding high business ethics in all operations ✓ Continuously upgrading technology and developing new products To achieve global market leadership by: ✓ Driving product growth and innovation ✓ Fostering a winning culture rooted in ethics, values, and collaborative competition ✓ Delivering excellence in customer service, quality, and R&D Aarti Drugs Limited has a strong presence across multiple segments with healthy financial standing 16 Key Executive Management Shri Chandrakant V. Gogri Chairman Emeritus • One of the Founder Promoters of the Company • Has 50+ years of experience across Projects, Operations, (domestic & Process Development, and Marketing international) in the Chemical and Pharma sectors • Offering strategic guidance to the Board Shri Prakash M. Patil Chairman, MD & CEO • Has o

Captive consumption

Rs. 300 crores Revenue Growth Higher Margins Higher RoCE 27 Product Pipeline API Finished Dosages As of 31-Mar-25 Product Under Development 3 1 2 1 1 2 5 Anti Fungal Anti Diabetic Anti Inflammatory Carboxylation based products Methyl Amine based products Specialty Chemicals Pharma RM Product Under Pipeline Antioxident Antifungal Cosmetic and Skin 7 Intermediates Methyl Amine Based Products 1 1 6 1 Number of Products Product Under Development : New Age Molecules For regulated Markets 3 Anti-Coagulant 5 Product Under Development: LATAM & Emerging Markets 1 1 1 1 Anti-Diabetic Anti-Protozol Benzodiazepines 4 HMG-CoA reductase inhibitors Anti Diabetic 1 1 Anti-Bacterial Angiotensin Receptor blockers Gastro Product Under Development 1 1 1 1 1 Anti-Platelet Anticonvulsants Antiretroviral Anti-Depressants 3 Leukotriene Receptor Antagonists Antipsychotics 28 Strong R&D thrust on continuous innovation R&D Center at Tarapur • Pilot plant used for kilo scale manufacturing • Supports manufacturing