| Revenue growth | 9% Y-o-Y in Q4; 12% Y-o-Y for FY26. |
|---|---|
| Margins | Margin pressure in agrochemicals; improvement in NCB chain expected. |
| Order book | $150 million multiyear agrochemical supply agreement signed. |
| Demand visibility | Strong order visibility through new long-term contracts. |
| Management confidence | Cautious optimism for FY27 supported by improved capacity utilization. |
Growth
FY26 revenue ₹9,018cr (+12%), EBITDA ₹1,172cr (+15%), and PAT ₹419cr (+27%) Y-o-Y.
Outlook
FY27 capex guided at ₹700-800cr; Zone IV commissioning ongoing; targeting net debt to EBITDA of 2.5x.
Risks
Geopolitical tensions in Middle East causing supply disruptions, 60%+ raw material price spikes, and freight cost escalation.
Earnings Call filed with BSE, NSE: AARTIIND. Summary written with AI assistance from the document.
Aarti Industries Ltd: key numbers
- Share price
- ₹487.55
- Market cap
- ₹17,685 Cr
- Revenue (annual)
- ₹8,286 Cr
- Net profit (annual)
- ₹419.1 Cr
- P/E (TTM)
- 33.3×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.
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