Aarti Industries Limited has informed the Exchange about Presentation
AARTIIND · price
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Aarti Industries filed its Q4 FY25 results presentation showing consolidated FY25 revenue of ₹8,046 Cr, up 15% YoY from ₹7,012 Cr, while EBITDA grew only 3% YoY and profit after tax declined 20% YoY. Q4 FY25 revenue rose 13% YoY and 9% QoQ, EBITDA was down 6% YoY but up 13% QoQ, and PAT jumped 109% QoQ though fell 27% YoY. Management highlighted significant pricing pressure across product chains, continued softness in agrochemicals, and compressed MMA margins due to weak gasoline-naphtha cracks. On the positive side, capacity expansions were completed for nitro-toluene (45 kT), ethylation (30 kT), and MMA (200 kT), with several cost optimization and yield improvement initiatives successfully executed in FY25.
The near-term picture is mixed — strong revenue and volume growth is being offset by pricing pressure and margin compression, which is reflected in the 20% drop in full-year PAT. However, management has laid out a clear multi-year roadmap targeting ₹1,800-2,200 Cr EBITDA by FY28 (vs ~₹1,000-1,050 Cr in FY25), backed by ₹1,000 Cr FY26 capex, cost optimization worth ₹300-450 Cr, and volume ramp-ups, which could support re-rating if execution stays on track.