Revenue from operations rose 42.42% to ₹2,387 crore from ₹1,676 crore, while earnings before interest, taxes, depreciation and amortisation (EBITDA) increased 79.8% to ₹383 crore from ₹213 crore. EBITDA margin expanded to 16.04% from 12.71% a year earlier.
On a sequential basis, consolidated PAT rose 13.14% from ₹137 crore in the March quarter, while revenue from operations increased 8.20% from ₹2,206 crore.
The company recorded an exceptional gain of ₹2 crore during the quarter from the divestment of subsidiary Shanti Intermediates. It said the divestment would not have any material impact as the subsidiary contributed less than 0.1% to revenue and net profit.
Commenting on the results, Chief Executive Officer and Executive Director Suyog Kotecha said, “We have begun FY27 with encouraging momentum, delivering healthy growth despite a dynamic global operating environment.” He added that while geopolitical disruptions weighed on volumes during the quarter, the company expects volumes to recover in the second quarter as demand improves.
Looking ahead, Aarti Industries said its growth pipeline remains intact despite execution delays. The company said its Zone IV expansion and chlorotoluene value chain projects have been pushed back by four to six months because of labour constraints and will now be commissioned in phases over the next three quarters. It expects products from its PEDA and MPP platforms to begin scaling up as customer qualification progresses and new MPP capacity comes on stream in the second quarter of FY27. The company also reiterated its FY27 capital expenditure guidance of ₹700–800 crore and said strategic projects, including the Superform joint venture and the Re Aarti chemical recycling venture, remain on track for commissioning in Q2 and the second half of FY27, respectively.
Separately, Aarti Industries announced a leadership transition as part of its long-term succession plan. The Board approved the appointment of Suyog Kotecha, currently Chief Executive Officer and Executive Director, as Managing Director and Chief Executive Officer with effect from October 1, 2026, subject to shareholders’ approval. From the same date, Chairman and Managing Director Rajendra Gogri will become Non-Executive Chairman, while Rashesh Gogri and Renil Gogri will transition to the roles of Non-Executive Vice Chairmen. The company said the move is aimed at strengthening governance while ensuring continuity of strategic oversight and does not alter its long-term strategic direction.Shares of Aarti Industries settled 0.91% lower at ₹481.10 on the National Stock Exchange (NSE) on Thursday. Despite the day’s decline, the stock has gained 0.42% over the past week, 4.78% in the last month, 28.43% on a year-to-date basis and 7.79% over the past year. However, it remains down 5.38% over the past three months, while delivering a modest 4.24% return over the last three years.
