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Aarti Industries (AARTIIND) investor relations material
Aarti Industries Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary1 Aug, 2025
Executive summary
Q1 FY26 faced significant external headwinds, including geopolitical tensions, raw material price corrections, and new US tariffs impacting exports and profitability.
Revenue and profit declined due to lower raw material prices, shipment postponements, and logistics challenges from global conflicts.
MMA capacity expanded to 260 KTPA, with further expansion potential at low CapEx.
Cost optimization initiatives are underway, targeting both variable and fixed costs.
Management remains confident in a strong recovery in subsequent quarters, supported by new product launches and cost optimization.
Financial highlights
Consolidated revenue for Q1 FY26 was ₹1,867 crore, down 16% sequentially and 7% YoY, mainly due to pricing pressure and deferred export realization.
EBITDA stood at ₹137 crore, down 69% YoY and 55% QoQ, impacted by inventory valuation loss of about ₹30 crore.
Profit after tax was ₹43 crore; interest and finance costs remained stable.
Export revenue for the quarter was approximately ₹950 crore.
CapEx for the quarter was ₹280 crore, with FY26 CapEx expected at ₹1,000 crore.
Outlook and guidance
Management reaffirmed its three-year EBITDA guidance of ₹1,800–2,200 crore, moving away from annual guidance due to market uncertainties.
Full potential from new projects expected in 1.5 years, with initial contributions from multipurpose and calcium chloride units starting next calendar year.
Margin improvement anticipated as new products with higher EBITDA profiles are commercialized.
Cost optimization initiatives are on track, with 55–70% of targeted savings expected to be implemented this year.
Debt/EBITDA expected to remain below 2.5x, with ROCE above 15%.
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Next Aarti Industries earnings date
Q2 202610 Nov, 2025
Next Aarti Industries earnings date
Q2 202610 Nov, 2025
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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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