What the business is, and whether it's a good one at a fair price.
Manufactures and exports specialty chemicals and pharmaceutical intermediates from Indian plants to customers across the US, Europe, Africa, the Middle East, and India. Two segments earn revenue: Specialty Chemicals (~81.5% of segment revenue disclosed) covering nitration and sulfonation chemistry including the nitro-chlorobenzene (NCB) value chain, fuel additives, agrochemical intermediates and methyl methacrylate (MMA); and Pharmaceuticals (~18.5%) covering APIs and intermediates for drug formulators. Fuel additives capacity was raised to 360 KTPA from 290 KTPA in Q1 FY27, with portfolio diversification beyond MMA across geographies. A $150 million multi-year agrochemical supply agreement runs through March 2030, the Ojin JV is commissioning in Q2 FY27 with a Rs 300-400 crore steady-state revenue target, and the Zone IV expansion is delayed 3-6 months due to labour and West Asia-related issues. FY27 capex is guided at Rs 700-800 crore against Rs 1,125 crore in FY26. Raw materials (benzene, sulphur, aniline, toluene, methanol) made up 63.4% of FY26 revenue, rising over 60% during the year, while net debt stood near Rs 4,300 crore (~3.6x EBITDA). Middle East revenue exposure is ~9-10% of revenue, which fell to ~2% in Q1 FY27 as volumes were redirected to other regions.
Measured from the filed financials, judged against its Specialty Chemicals peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
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How does it stack up on valuation, returns and growth?
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Who owns it — and is the promoter stake clean?
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Answered from AARTI INDUSTRIES LTD's filed financials and exchange disclosures
AARTI INDUSTRIES LTD is a Chemicals & Petrochemicals company listed on NSE and BSE, trading under the symbol AARTIIND.
Yes. Over the trailing twelve months AARTI INDUSTRIES LTD reported a net profit of ₹531 Cr on revenue of ₹9,012 Cr.
Yes. The dividend yield is 0.20% at the current price. It paid out 9% of its profit as dividend in FY26.
No. Debt stands at 0.83× equity, and it carries net debt of ₹4,338 Cr. That is lower than 11% of its 101 Specialty Chemicals peers.
On trailing P/E, AARTI INDUSTRIES LTD ranks 69 of 103 in Specialty Chemicals — cheaper than 33% of them, against an industry median of 23.4×. This is a position, not a valuation judgement.
On a typical session AARTI INDUSTRIES LTD moves 1.09% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by AARTI INDUSTRIES LTD appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
