BSELowNeutral
Announced Thu, 8 May · 18:14 IST

Please find attached press release on Audited Financial Results for the quarter and year ended March 31, 2025.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Aarti Industries reported strong Q4 FY25 results with consolidated revenue of ₹2,214 Cr, up 9% quarter-on-quarter and 13% year-on-year, driven by volume recovery in Nitro Toluene, NCB, and Ethylation products. Q4 EBITDA rose 13% QoQ to ₹266 Cr, while profit after tax more than doubled sequentially to ₹96 Cr (up 109% QoQ) on better volumes and efficiency gains. For full-year FY25, revenue grew 13% with EBITDA at ₹1,016 Cr, in line with revised guidance, and the company invested ₹1,372 Cr in capex focused on growth, energy efficiency, and innovation. The Board recommended a final dividend of ₹1 per share (20% on face value of ₹5), and the company highlighted upcoming Zone IV project commissioning in FY26 alongside renewable energy PPAs expected to deliver cost and carbon savings by FY27.

Likely market impact

Better-than-sequential Q4 print and FY25 EBITDA meeting guidance are positive signals for the stock, though management flagged a volatile macro environment with US trade barriers and geopolitical tensions as headwinds for FY26. The dividend, capex continuity, and sustainability milestones provide support, but near-term sentiment will depend on how quickly Zone IV commissioning and margin recovery translate into earnings.