10+ year supply deal worth about Rs 1,500 cr with global specialty chemical major

Strategic Transactions View source PDF Explain this filing

AARTIIND · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+2.5%Reaction day

₹473.95

prior close

₹490.90

announcement price

In-mkt

timing

Nifty Smallcap 250market+0.3%+2.1% vs market

Specialty Chemicals peers, median of 101sector+0.2%+2.3% vs sector

On the reaction day the stock moved 2.1 pts more than Nifty Smallcap 250 and 2.3 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.4

10m

-0.4

15m

-0.4

30m

-1.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.5+0.3+2.1+0.2+2.3

Next day

+5.2+0.3+4.9+0.9+4.3

+6.8-0.8+7.6-0.0+6.8

+4.7-0.8+5.4+0.3+4.3

+0.6-1.9+2.5-1.0+1.6

-1.8-4.1+2.4-4.5+2.7

-9.9-7.8-2.1-7.8-2.1

15d

—————

UpDownMarket · Nifty Smallcap 250Sector · Specialty Chemicals peers, median of 101Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Aarti Industries signed a 10+ year strategic manufacturing and supply agreement with a leading global specialty chemical company. Revenue potential is about Rs 1,500 crores over the contract term. Aarti will set up, commission and operate a dedicated manufacturing facility using the customer's proprietary technology for high-performance applications. The contract was awarded by a domestic subsidiary of an international entity, with no promoter or related party interest.

Likely market impact

Long-term revenue visibility of about Rs 1,500 cr over 10+ years. Positive for earnings outlook and stock sentiment.