Aarti Industries Limited share price

NSE: AARTIIND · ISIN INE769A01020

Key numbers

Market cap
₹ 17,747 Cr
Current price
₹ 489.25
52-week high / low
₹ 552 / 338
Stock P/E
33.4
Book value
₹ 164.7
Dividend yield
0.20%
ROCE
6.1%
ROE
7.3%
Debt to equity
0.83
Sales growth (3 yrs)
7.9%
Profit growth (3 yrs)
-8.4%
1-year return
27.6%

About Aarti Industries Limited

Aarti Industries Limited engages in the manufacturing and dealing in specialty chemicals and intermediates in India and internationally. The company offers chemistry products, such as alkylation, ammonolysis, balz schiemann, bromination, chlorination, condensation, denitrochlorination, diazotization, dinitro chlorination, esterification, fluorination, grignard's reagent, halex, hydrogenation, hydrolysis, neutralization, nitration, oxidation, photochlorination, and propylation. It provides its products for acid, agrochemicals, API, dyes, fertilizers, metal and mining, miscellaneous, other, pharma, plasticizer, polymers, PU/epoxy, refinery and oil, field chemicals, thermal paper, and UV absorbers end use. Aarti Industries Limited was incorporated in 1984 and is headquartered in Mumbai, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,9491,6752,3182,2052,387
Operating profit269195326335336
Net profit9643133137155
EPS (₹)2.641.193.673.794.27

Concall summary (2026-08-07)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • The project is being commissioned in a phased manner this year, FY27, with ramp-up expected over FY28 and FY29.
  • 700 to 800 crore range, with about Rs 180 crores already deployed in Q1FY27.

Growth & demand

  • This impacted our volumes during the quarter, however our robust supply chain and efficient inventory management resulted into market share gains and inventory gains, which contributed to our overall EBITDA growth.
  • 2,627 crore, representi ng a growth of 41% Y-o-Y, which was primarily driven by higher input prices passed on to the customers.  EBITDA of Rs.

Margins & costs

  • The quarter was characterised by a challenging macro environment, with persistent geopolitical tensions in the Middle East disrupting global supply chains, increasing freight costs and driving inflation in crude-linked raw material prices.
  • 385 crore, growing 79% Y-o-Y, driven by a combination of product mix optimisation, monetisation of low-cost inventories.

Capex & expansion

  • We have completed our key fuel additives capacity expansion to 360 KTPA, from 290 KTPA, providing additional flexibility to serve newer markets with newer products as demand evolves.
  • While short-term export headwinds may persist due to the West Asia conflict, we expect sustained volume growth supported by capacity expansion and deeper market penetration.

Balance sheet & cash

  • Working capital requirements expanded during the quarter, driven by higher feedstock prices and increased export volumes.
  • Consequently, debt levels and finance costs rose to support this requirement.

Peers in Specialty Chemicals

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