| Revenue growth | 9% YoY growth driven by domestic demand and export volumes. |
|---|---|
| Margins | EBITDA margin expansion YoY despite elevated freight and raw material costs. |
| Order book | Strong visibility via two new long-term contracts concluded this quarter. |
| Demand visibility | Stable overall demand environment with strong visibility through long-term contracts. |
| Management confidence | Cautiously optimistic while actively managing geopolitical and supply chain headwinds. |
Growth
Revenue grew 9% YoY and EBITDA 29% YoY, driven by stable domestic demand and increased export volumes.
Outlook
Targeting ₹1,800 crore EBITDA runway with FY27 capex guided at ₹750-800 crore.
Risks
Persistent geopolitical tensions in Middle East, high debt levels, and margin compression in agrochemicals from Chinese competition.
Earnings Call filed with NSE, NSE: AARTIIND. Summary written with AI assistance from the document.
Aarti Industries Ltd: key numbers
- Share price
- ₹484.80
- Market cap
- ₹17,586 Cr
- Revenue (annual)
- ₹8,286 Cr
- Net profit (annual)
- ₹419.1 Cr
- P/E (TTM)
- 29.7×Sector 35.5×
- Promoter holding
- 41.82%+0.00% QoQ
- FII holding
- 6.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aarti Industries Ltd
All →Aarti Industries Earnings Call Transcript: Key Takeaways
Aarti achieved record quarterly EBITDA but faces ballooning debt and working capital stress due to raw material inflation. Management is pivoting from heavy capex to asset sweating and deleveraging via a ₹1,000 Cr fundraise.
Aarti Industries Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹3,887 Cr (+73% YoY), EBITDA ₹418 Cr (+44%), PAT ₹169 Cr (+60%); H1 PAT ₹324 Cr (+117%). Zone IV commercialisation and a 10+ year supply deal anchor growth.
Aarti Industries Annual General Meeting
Aarti Industries shareholders held an EGM on October 31, 2026 and considered a special resolution. The resolution enables raising up to Rs. 1,000 crore through QIP, private placement or preferential issue, in one or more tranches.
Aarti Industries Results Update
Aarti Industries issued a press release on Q2 and H1 FY27 unaudited results, reporting record quarterly EBITDA and higher volumes. Growth was driven by export demand.
- fuel additives capacity
- 70.0 KTPA
Aarti Industries Q2 FY27 Results: Net Profit ₹169 Cr, Up 59.4% YoY
Aarti Industries Ltd reported revenue from operations of ₹3,668 Cr (+74.7% YoY) and net profit of ₹169 Cr (+59.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹169 Cr · +59.4% YoY
Aarti Industries Board Meeting Date
Aarti Industries has scheduled a Board Meeting on 30 October 2026 to consider and approve unaudited financial results for Q1/H1 FY27. The trading window remains closed until 48 hours after results declaration.