| Revenue growth | 41% YoY |
|---|---|
| Margins | EBITDA margin supported by FX gains and inventory monetization. |
| Order book | Long-term contracts stable. |
| Demand visibility | Stable agro demand; strong fuel additives demand. |
| Management confidence | High |
Growth
YoY growth: Revenue up 41%, EBITDA up 79%, PAT up 260% to ₹155 Cr. Energy segment volumes rose 57% YoY.
Outlook
Targeting FY28 EBITDA of ₹1,800-2,200 Cr. Major Capex commissioning in FY27; Debt/EBITDA target <2.5x.
Risks
West Asia crisis impacts supply chains and RM price volatility. Lower Q-o-Q volumes due to regional conflict.
Last quarter's promises, checked
Delivered
- FY26 Capex ~₹1,125 Cr → delivered ₹1,125 Cr (= BEAT)
- Revenue growth ~12% for FY26 → delivered 12% (= BEAT)
- PAT growth ~27% for FY26 → delivered 27% (= BEAT)
Partly delivered
- Net debt reduction → optical uptick in Q4 due to loan timing; net debt at ₹4,300 Cr (= PARTIAL)
Missed
- Zone IV commissioning trials → delayed by 3-4 months (= MISS)
Investor Presentation 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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- Key figure
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