Net profit rose 42.7% year-on-year to ₹137 crore, compared with ₹96 crore in the same period last year. Revenue increased 13.2% to ₹2,206 crore, while EBITDA grew 30.4% to ₹343 crore.
Operating margins expanded to 16% from 14% a year ago, reflecting improved operating leverage and cost discipline. However, earnings were partially impacted by a revaluation loss of about ₹39 crore on long-term foreign currency loans, driven by the sharp depreciation of the rupee during the quarter.
Ahead of the earnings announcement, shares of Aarti Industries Ltd closed at ₹513, up 1.08% on the NSE. The board recommended a dividend of ₹1 per equity share (20%), subject to shareholder approval at the upcoming annual general meeting.
The quarter unfolded against a complex global environment, with geopolitical tensions in West Asia disrupting supply chains, logistics and input costs across the chemical sector. Despite these headwinds, the company managed to sustain demand across key segments and demonstrated operational agility by redirecting volumes and optimising costs.
Strategically, Aarti Industries strengthened its long-term growth visibility through key global contracts. These include a backward integration initiative with a global chemical company involving capex of ₹200–250 crore, and a $150 million multi-year supply agreement with an agrochemical major extending till 2030.
Management remains cautiously optimistic for FY27, supported by improving capacity utilisation, strong order visibility and ongoing cost optimisation efforts. While risks from West Asia persist, the company is actively diversifying sourcing and markets to maintain operational continuity and build resilience.
