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Aarti Industries Limited Q2 FY26 earnings call summary

NSE: AARTIIND · BSE: 524208

Earnings call of 7 Nov 2025, summarised by AI from the filing.

Aarti Industries Q2 FY26 revenue ₹2,250 cr, up 21% Q-o-Q, EBITDA ₹292 cr, up 36%, as U.S. tariff-hit volumes were shifted to other geographies.

Key takeaways

  1. FY26 capex CAPEX for FY26 expected around ₹1,000 cr, as guided earlier; FY27 capex substantially lower.
  2. U.S. tariff shift U.S. share of business significantly lower than Q1; export mix rebalanced to Europe, Middle East and Africa.
  3. MMA volumes Highest-ever quarterly MMA volumes on spill-over demand and geographic diversification; debottlenecking from Q4 FY26.
  4. Margin pressure High-value fluoro product margins face challenges from aggressive competitive pricing from China.

Original filing on BSE

Aarti Industries Limited Q1 FY27 results

As filed: Revenue ₹2,387 cr (+42% year on year), EBITDA ₹382 cr (+80% year on year), PAT ₹155 cr (+260% year on year), EBITDA margin 16.0% (+335 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹2,206 cr (+13% year on year), EBITDA ₹343 cr (+28% year on year), PAT ₹137 cr (+43% year on year), EBITDA margin 15.5% (+179 bps). Score 54 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 179 bps year on year. Tax rate -24%. Revenue fell 5% from last quarter. Share price after the results: −9.6% in 30 days (Nifty 500: −1.7%).
  • Q3 FY26: Revenue ₹2,319 cr (+26% year on year), EBITDA ₹321 cr (+39% year on year), PAT ₹133 cr (+235% year on year), EBITDA margin 13.9% (+131 bps). Score 76 of 100, Above trend. Revenue, EBITDA and profit before exceptional items growth were well above the company's own trend. EBITDA margin rose 131 bps year on year. Tax rate -12%. Share price after the results: +10.6% in 30 days (Nifty 500: −1.9%).
  • Q2 FY26: Revenue ₹2,100 cr (+29% year on year), EBITDA ₹292 cr (+48% year on year), PAT ₹106 cr (+125% year on year), EBITDA margin 13.9% (+180 bps). Score 93 of 100, Above trend. Revenue, EBITDA and profit before exceptional items growth were well above the company's own trend. EBITDA margin rose 180 bps year on year. Tax rate -13%. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹472 cr on a year ago, more than the ₹174 cr it added the year before. Share price after the results: −7.0% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹1,676 cr (−10% year on year), EBITDA ₹212 cr (−30% year on year), PAT ₹43.0 cr (−69% year on year), EBITDA margin 12.7% (−379 bps). Score 14 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 379 bps year on year. Tax rate -5%. Revenue fell 14% from last quarter. Share price after the results: −10.5% in 29 days (Nifty 500: −2.0%).
  • Q4 FY25: Revenue ₹1,949 cr (+10% year on year), EBITDA ₹268 cr (−5% year on year), PAT ₹96.0 cr (−27% year on year), EBITDA margin 13.8% (−221 bps). Score 38 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 221 bps year on year. Tax rate -8%. Share price after the results: +6.3% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹1,840 cr (+6% year on year), EBITDA ₹231 cr (−11% year on year), PAT ₹46.0 cr (−63% year on year), EBITDA margin 12.6% (−246 bps). Score 28 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 246 bps year on year. Tax rate -15%. Profit fell 12% from last quarter.
  • Q2 FY25: Revenue ₹1,628 cr (+12% year on year), EBITDA ₹197 cr (−15% year on year), PAT ₹52.0 cr (−43% year on year), EBITDA margin 12.1% (−392 bps). Score 21 of 100, Below trend. EBITDA margin fell 392 bps year on year. Tax rate -53%. Not enough history for a trend yet: scored on growth alone. Revenue fell 12% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Aarti Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.