Aarti Industries (AARTIIND) AGM 2026 presentation summary

Company overview and strengths

• Founded in 1984, operates 16 manufacturing plants with over 100 products and 1,100+ customers across 60 countries.

• Integrated operations with strong R&D, IPRs, and strategic location in western India near ports.

• Key value chains include Nitro Chloro Benzenes, Di-Chlorobenzenes, Phenylenediamines, Nitro Toluene, and Sulphuric Acid.

• Recognized for sustainability, with a Platinum EcoVadis rating and Responsible Care certification.

• Workforce exceeds 5,800 employees, with a focus on innovation and sustainability.

Key updates

• Achieved EcoVadis Platinum and DJSI top 2% sustainability rankings in 2026.

• Renewable energy share in power mix reached 21%, targeting 70% by FY27.

• Two new long-term contracts signed; JV projects Augene and Re Aarti to commission in FY27.

• MMA capacity increased to 290 KTPA in FY26, further to 360 KTPA in Q1FY27.

• Won Gallup Exceptional Workplace Award for employee engagement.

Financial snapshots

• FY26 revenue at ₹9,018 Cr, up 12% YoY; EBITDA at ₹1,172 Cr, up 15%.

• Export volumes grew over 30% in FY26; margin pressure persisted due to competition.

• Net fixed assets at ₹6,399 Cr; capex spend at ₹1,372 Cr; debt-to-equity ratio at 0.62.

• Exceptional income of ₹29 Cr from IT appeals; exceptional expense of ₹22 Cr from labor code and write-offs.

• Working capital and debt increased due to West Asia conflict and raw material price surge.