Aarti Industries Limited has informed the Exchange about Transcript
AARTIIND · price
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Aarti Industries reported Q4 FY26 revenue of INR 2,422 crore (up 9% Y-o-Y) with EBITDA of INR 342 crore (up 29%) and PAT of INR 137 crore (up 43%). Full year FY26 revenue stood at INR 9,018 crore with PAT of INR 419 crore. The company announced two strategic contracts: a backward integration initiative with a global chemical company (INR 200-250 crore capex for 15-year contract) and a $150 million multiyear supply agreement with a global agrochemical innovator through March 2030. Zone IV projects are delayed by 3-4 months due to labor constraints and will commission in FY27. Middle East exposure is approximately 9-10% of annual revenue, with shipments disrupted due to geopolitical tensions. Raw material prices increased over 60%, impacting margins. Net debt is around INR 4,300 crore with FY27 capex guidance of INR 700-800 crore.
Strong profitability growth demonstrates operational resilience despite geopolitical disruptions and raw material cost pressures. The new long-term contracts provide earnings visibility, while reduced FY27 capex signals improving capital efficiency and debt reduction trajectory.