Aarti Industries Limited (AIL) announced positive sequential growth in Q2 FY26, with revenue up by 21% QoQ to ₹2250 crore. This was driven by improved volumes across key product categories. EBITDA also rose by 36% QoQ to ₹292 crore. The company attributes its performance to proactive market diversification, innovation, and disciplined project execution amidst global economic headwinds.
Q2 FY26 Financial Performance
Aarti Industries Limited (AIL) has reported a strong sequential growth in its financial performance for Q2 FY26. Key highlights include:
- Revenue: ₹2250 crore, up 21% QoQ, driven by improved volumes across key product categories.
- EBITDA: ₹292 crore, up 36% QoQ, reflecting higher capacity utilisation and cost optimisation.
- PAT: ₹105 crore, up 150% QoQ, driven by better operating leverage.
- CAPEX: ₹267 crore for the quarter; FY26 outlay expected below ₹1,000 crore, reflecting continued capital discipline.
Strategic Initiatives and Outlook
The company is actively expanding its footprint in Europe, the Middle East, and Africa, while optimising its US strategy. Suyog Kotecha, Executive Director and Chief Executive Officer, noted that the results reflect the resilience of their diversified portfolio. AIL anticipates steady margin expansion through FY27, supported by capacity ramp-ups and a diversified global mix.
Zone IV Expansion and PEDA Project
The Zone IV project continues to progress as planned. A new Multipurpose Plant (MPP) is expected to be commissioned in Q4 FY26. A new PEDA (2-Phenyl Ethyl Diethyl Aniline) project with a capacity of 4,000 TPA, to be commissioned at its existing Ethylation unit at Dahej SEZ, by Q4 FY26.
Sustainability Milestone
Aarti Industries has achieved multi-site Zero Waste to Landfill (ZWL) certification for Zone I, Zone II, and Zone III, highlighting the company’s commitment to responsible waste management.
Source: BSE
