Aarti Industries has announced its financial results for Q4 and the full fiscal year FY26, showcasing steady growth. The company reported a consolidated revenue of ₹9,018 crore for the year, reflecting a 12% year-on-year increase. Despite prevailing market challenges, the company achieved an annual EBITDA of ₹1,172 crore and a PAT of ₹419 crore, underscoring its operational resilience, successful cost-saving initiatives, and strategic capacity expansions across its core chemical value chains.
Financial Growth and Operational Highlights
For the fiscal year FY26, Aarti Industries demonstrated consistent growth, with annual consolidated revenue climbing to ₹9,018 crore, a 12% increase over the previous year. Profitability also saw significant improvements, with annual EBITDA rising by 15% to ₹1,172 crore, and PAT growing by 27% to ₹419 crore. This performance was driven by increased asset utilization across key value chains, including Nitro Chloro Benzenes (NCB), Di-Chlorobenzenes (DCB), and Nitro Toluene (NT), alongside a successful company-wide cost optimization drive.
Strategic Expansion and Capacity Development
The company continued its focus on capital-intensive growth, with FY26 capital expenditure reaching approximately ₹1,125 crore. Notable capacity developments include the expansion of MMA capacity from 200 kTPA to 290 kTPA, with further plans to scale to 360 kTPA. Additionally, the company is making significant progress in joint ventures, with a DCA downstream project in partnership with Superform expected to commission in H1FY27, and a chemical recycling of plastics initiative via Re Aarti, which is also expected to commission in CY26.
Future Outlook and Growth Roadmap
Looking ahead, the company has set a target EBITDA range of ₹1,800–2,200 crore for FY28. This growth is expected to be fueled by the commissioning of new projects, including the MPP and Zone 4 facilities, alongside ongoing operational efficiencies. The management maintains a positive outlook, supported by strong customer relationships, sustainable manufacturing practices, and a commitment to leveraging CDMO services to enhance long-term value for stakeholders.
Source: BSE
