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Aarti Industries
Aarti Industries (AARTIIND) investor relations material
Aarti Industries Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary3 Feb, 2026
Executive summary
Q3 FY26 delivered resilient performance amid global volatility, with revenue and EBITDA both up 11% sequentially, and profit after tax rising 25% QoQ, driven by volume growth and operational efficiencies.
Achieved a CSA score of 78 in the S&P Global Corporate Sustainability Assessment 2025, ranking in the top 2% of over 500 chemical companies globally.
Expanded volumes for MMA due to increased capacity and resumed US exports for MMA and PDCB, partially absorbing US tariffs.
Unaudited financial results for the quarter and nine months ended December 31, 2025, were reviewed and approved by the Board on February 2, 2026.
The company operates in a single reportable segment: Specialty Chemicals.
Financial highlights
Q3 FY26 revenue was INR 2,492 crore, up 11% QoQ and 22% YoY, led by robust volumes in MMA, NT, and DCB.
EBITDA rose to INR 323 crore, up 11% QoQ and 13% YoY; profit after tax increased to INR 133 crore, up 25% QoQ and 11% YoY.
9M FY26 revenue up 13% YoY; EBITDA up 11% YoY; profit after tax up 20% YoY.
Standalone net profit for Q3 FY26 was ₹101 Cr, up from ₹47 Cr in Q3 FY25; consolidated net profit was ₹133 Cr, up from ₹46 Cr year-over-year.
Exceptional expense of ₹15.3 crore due to New Labour Code.
Outlook and guidance
Management remains focused on midterm targets, expecting margin and volume improvements as macro tailwinds materialize.
CapEx for FY26 is estimated at INR 1,100 crore, slightly above prior guidance, with FY27 CapEx expected to be significantly lower.
Targeting EBITDA of ₹1,800–2,200 crore by FY28, with debt/EBITDA below 2.5x and ROCE above 15%.
Consistent volume growth expected over the next three years, supported by capacity additions and cost optimization.
The company continues to monitor the impact of new labour codes and will adjust estimates as further government clarifications are issued.
Future impact of new labor codes provision?
Unaudited foreign subs' materiality assessment?
Drivers for improved Debt Service Coverage Ratio?
Quantify anti-involution impact on portfolio
Zone 4 product selection strategy for ROCE
MMA integration plans for margin stability
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Next Aarti Industries earnings date
Q4 25/268 May, 2026
Aarti Industries
Next Aarti Industries earnings date
Q4 25/268 May, 2026
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Frequently asked questions
Aarti Industries Limited manufactures specialty chemicals and pharmaceuticals used in agrochemicals, polymers, pharmaceuticals, and dyes. The company operates integrated production facilities and exports to global markets. It is headquartered in Mumbai, Maharashtra, and its shares are listed on the NSE.
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