| 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
- ₹481.15
- Market cap
- ₹17,453 Cr
- Revenue (annual)
- ₹8,286 Cr
- Net profit (annual)
- ₹419.1 Cr
- P/E (TTM)
- 32.9×Sector 37.2×
- 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.
More from Aarti Industries Ltd
All →Aarti Industries Employee Stock Options
Aarti Industries has allotted 14,669 equity shares under its Performance Stock Option Plan 2022 (PSOP 2022). This follows the company's employee stock-based incentive scheme.
Aarti Industries Investor Presentation: Key Takeaways
Aarti Industries delivered a 12% revenue growth to ₹9018 Cr in FY26. Management is pivoting towards high-value specialty chemicals, backward integration, and joint ventures to mitigate global trade and geopolitical headwinds.
Aarti Industries Annual General Meeting
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 Dividend
Aarti Industries has fixed September 14, 2026, as the record date for the dividend of Re. 1 per equity share. Payment is expected by October 9, 2026.
Aarti Industries Other Announcement
Aarti Industries Limited filed its Business Responsibility and Sustainability Report (BRSR) for FY 2025-26, fulfilling mandatory regulatory requirements under SEBI LODR.