Aarti Industries Limited has informed the Exchange about Transcript
AARTIIND · price
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Aarti Industries reported FY25 revenue of Rs 8,046 crores (15% YoY growth), EBITDA of Rs 1,016 crores (3% YoY), and PAT of Rs 331 crores. Q4 FY25 showed sequential improvement with revenue of Rs 2,214 crores (9% QoQ), EBITDA of Rs 266 crores (13% QoQ), and PAT of Rs 96 crores. The Board recommended a final dividend of Rs 1 per share. Volume growth was robust at ~17% YoY for FY25, with energy applications growing 21% QoQ in Q4 and non-energy segments growing 14% QoQ. The company maintained its three-year EBITDA guidance of Rs 1,800-2,200 crores for FY28 and guided FY26 CAPEX at Rs 950-1,000 crores (down from Rs 1,372 crores in FY25). Management described US tariff impact as 'mixed' — some products like MPD seeing positive traction while MMA faces headwinds. The CFO indicated net debt is expected to reduce by Rs 200-300 crores in FY26.
For shareholders: Sequential Q4 improvement and maintained three-year EBITDA guidance signal steady execution, but margin pressure from Chinese overcapacity and rising freight costs may cap near-term upside. Lower FY26 CAPEX commitment and expected debt reduction of Rs 200-300 crores point to improved capital discipline and potential balance sheet strengthening.