| Revenue growth | FY26 revenue up 12% to ₹9,018 cr. |
|---|---|
| Margins | Agro margins pressured; cost savings of ₹150-200 cr targeting EBITDA growth. |
| Order book | Signed 2 new long-term contracts in Q4; $150mn 4-year supply contract. |
| Demand visibility | Volume recovery in agro, pharma, and polymers; Energy demand driven by US/EMEA. |
| Management confidence | Confident in volume recovery across DCB, NCB, and NT chains. |
Growth
FY26 Revenue grew 12% YoY to ₹9,018 cr. Q4 EBITDA rose 30% YoY; PAT up 43% YoY.
Outlook
FY28 EBITDA target ₹1,800-2,200 cr. FY26 Capex ~₹1,125 cr. Multiple project commissionings expected in FY27.
Risks
Agro margins remain under pressure; West Asia crisis affecting feedstocks; PDA impacted by US tariffs and China competition.
Earnings Call filed with BSE, NSE: AARTIIND. Summary written with AI assistance from the document.
Aarti Industries Ltd: key numbers
- Share price
- ₹489.25
- Market cap
- ₹17,746 Cr
- Revenue (annual)
- ₹8,286 Cr
- Net profit (annual)
- ₹419.1 Cr
- P/E (TTM)
- 33.4×Sector 37.5×
- Promoter holding
- 41.82%-0.27% QoQ
- FII holding
- 7.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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