Mumbai-based drugmaker Aarti Drugs expects margin recovery in the March quarter as demand picks up. Adhish Patil, Chief Financial Officer of Aarti Drugs said that the third quarter is typically a lean period, mainly because its key therapies such as antibiotics and anti-diarrheal are acute in nature.

Aarti Drugs’ oncology segment is still in its early stages but has significant potential. The company’s oncology formulation plant recently received USFDA approval, marking a key milestone. Around 30% of this year’s capex and investment cash flow has been allocated to formulations, with a major portion directed toward oncology R&D.

Management estimates that once commercialised, the oncology product basket could generate ₹500–600 crore in annual revenue, substantially improving the company’s

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