Aarti Industries Limited (AIL) announced its unaudited consolidated financial results for the quarter and nine months ended December 31, 2025. The company reported revenue of ₹2,492 crore, up 11% Q-o-Q, and EBITDA surged to ₹323 crore, also up 11% Q-o-Q. Profit After Tax for the quarter surged to ₹133 crore, an increase of 25% Q-o-Q.
Financial Performance in Q3 FY26
Aarti Industries Limited (AIL) has announced a strong performance in Q3 FY26, despite a challenging global environment. Key highlights include:
- Revenue: ₹2,492 crore, an increase of 11% Q-o-Q, driven by volume growth.
- EBITDA: ₹323 crore, an increase of 11% Q-o-Q. A one-time impact of approximately ₹15 crore was recorded due to the implementation of the new labor code.
- Profit After Tax: ₹133 crore, a surge of 25% Q-o-Q, driven by higher operational performances.
Operational Highlights
The company experienced selective margin pressure due to trade actions and tariff-related disruptions, but proactive market rebalancing and operating discipline helped mitigate the overall impact.
Business Segment Performance
- Energy Business: Remained a key growth driver, led by MMA. Volumes remained robust.
- Agrochemicals: Volumes remained stable with continued recovery, but pricing remains subdued.
- Dyes, Pigments and Printing Inks: Applications volume remains steady and is expected to improve.
- Polymers: Polymer & Additives applications were impacted in the US market, with full recovery linked to improving trade conditions.
Project Updates
The Company expects to commission various process blocks, including the multipurpose plant (MPP) at Zone IV, in a phased manner starting from Q4FY26. Fast track projects, such as PEDA and MMA debottlenecking, are progressing well and are expected to be commissioned within the next 3 months.
Outlook
Aarti Industries remains well-positioned for sustainable, long-term growth, focusing on portfolio quality, downstream integration, R&D-led product development, and disciplined capital allocation.
Source: BSE
