• Revenue and EBITDA guidance: Aarti Drugs forecasts full-year revenue growth of 10% to 15% and EBITDA growth of 18% to 20%, following a 20% year-on-year revenue increase in Q1 that was driven primarily by 16% to 17% pricing gains.
• Metformin capacity expansion: Capacity is set to expand from 1,400 to 1,700 tons per month at an EDQM-approved facility within 8 to 10 months, alongside an adjacent 500 tons per month USFDA block expected within 12 to 14 months.
• Specialty chemicals ramp-up: Outperformance in the specialty chemicals business was driven by capacity utilization rising to 60% to 65% at the greenfield facility commissioned in September.
• USFDA pipeline and capex: The company plans to add three production lines to scale its USFDA block's revenue potential to roughly ₹200 crore, with consolidated capital expenditure estimated at around ₹150 crore this year and ₹200 crore next year.