Aarti Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AARTIIND · price

Loading chart…

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

Price reaction · full curve 14 horizons · vs prior close

-3.3%1-day move

₹513.00

prior close

₹513.05

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-4.1-4.6-4.5-4.7-3.3-4.7-5.1-5.4-8.4-8.6-4.3-10.5-4.9—

Up moveDown movePending

AI summary

Aarti Industries reported strong Q4 FY26 with revenue up 9% YoY to ₹9,018 Cr and PAT up 43% YoY, driven by 98% volume growth across key products including MMA, NT, DCB and MEA. MMA capacity expanded from 200 to 290 kTPA with further expansion to 360 kTPA underway. Agrochemical margins continue under pressure while China anti-involution is supporting margin upticks in PNCB and NCB chains. Working capital increased due to higher exports, causing rise in debt and finance costs. Capex for FY26 was approximately ₹1,125 Cr. JV with Superform expected in H1FY27 and Re Aarti (chemical recycling) expected in CY26.

Likely market impact

Strong volume recovery and capacity expansions position the company for growth, but margin pressures in agrochemicals and higher finance costs from currency impact remain headwinds. The ₹150-200 crore cost optimization program and operating leverage should support margin improvement.