A few good key takeaways from the call of Aarti Pharma - (Q4 - FY24)
The company operates in 3 segments:
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Zine derivatives (44% of Q4 revenue)
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API and Intermediates (37.6% of Q4 revenue)
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CDMO/CMO (18.4% of Q4 revenue)
Q4 FY24 saw highest highest-ever quarterly net profit
Consolidated revenue grew 23% QoQ and 47% YoY in Q4
For FY25, expect revenue growth of 10-12%
Major expansion plans:
Brownfield expansion of Zine capacity from 5,000 to 9,000 MT (capex ~Rs. 130-180 cr)
New API/Intermediates plant at Atali (capex ~Rs. 375 cr)
Setting up solar power plant (capex ~Rs. 80-90 cr) Total capex for FY25 expected at ~Rs. 600 cr
CDMO/CMO business is seeing strong growth, working with 16 innovators on 40 projects currently
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