| Revenue growth | 12% YoY in FY26. |
|---|---|
| Margins | EBITDA margins pressured by competition and raw material costs. |
| Order book | Signed $150mn supply contract and 15-year backward integration deal. |
| Demand visibility | Recovering demand in agrochemicals and polymers. |
| Management confidence | High on long-term recovery and strategic JVs. |
Growth
FY26 Revenue rose 12% to ₹9018 Cr; EBITDA grew 15% to ₹1172 Cr. Volumes increased by over 30% YoY.
Outlook
Capex-led EBITDA growth of ₹300-450 Cr targeted by FY28. Key projects like Zone 4 and JVs to commission in FY27.
Risks
US penalty tariffs (50%), geopolitical conflicts in West Asia and India-Pakistan, and Chinese competition impacting PDA margins.
Last quarter's promises, checked
Delivered
- FY27 Capex guidance ₹700-800 Cr → ₹180 Cr deployed in Q1 (On Track)
- Fuel additives capacity expansion to 360 KTPA → Completed (BEAT)
- Augene JV commissioning in Q2FY27 → Commissioning activities ongoing (BEAT)
Partly delivered
- Steady-state JV revenue ₹300-400 Cr → Maintained range but ramp-up speed uncertain (PARTIAL)
- EBITDA run rate maintenance → Volume growth seen but margin dependent on macro volatility (PARTIAL)
Missed
- Zone 4 project timeline → Delayed 3-6 months due to labor/war (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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Aarti Industries Ltd held its 43rd Annual General Meeting on September 21, 2026, via video conferencing to transact business as per the notice.
Aarti Industries Production Started
Aarti Industries has successfully commissioned Phase I of its new Zone IV project in Jhagadia, Gujarat, enhancing its high-value manufacturing and downstream integration capabilities.
Aarti Industries Earnings Call Transcript: Key Takeaways
Aarti Industries reported robust 41% YoY revenue growth and 79% EBITDA growth in Q1FY27, driven by higher input price pass-throughs and inventory gains despite geopolitical headwinds and higher freight costs.
Aarti Industries Investor Presentation: Key Takeaways
Aarti Industries reported Q1 FY27 consolidated revenue of ₹2,627 Cr (up 41% YoY) and EBITDA of ₹385 Cr (up 79% YoY). Performance was driven by higher input prices passed to customers and volume recovery.
Aarti Industries Q1 FY27 Results: Net Profit ₹155 Cr, Up 260.5% YoY
Aarti Industries Ltd reported revenue from operations of ₹2,387 Cr (+42.4% YoY) and net profit of ₹155 Cr (+260.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹155 Cr · +260.5% YoY