Aarti Industries Limited (AIL), a leading global speciality chemicals company, has reported a strong start to FY27, with stellar consolidated financial results for the first quarter ended June 30, 2026.
The company delivered approximately 79% year-on-year and 13% quarter-on-quarter EBITDA growth in Q1 FY27, supported by an optimised product mix, inventory management, and forex gains, despite volume pressures in a challenging global operating environment.
Revenue from Operations stood at Rs. 2627 crore, registering approximately 41% year-on-year growth. Profit After Tax (PAT) surging 260% year-on-year to Rs. 155 crore in the quarter, reflecting improved operational performance and disciplined execution despite temporary pressure on raw material costs.
The company’s EBITDA stood at Rs. 385 crore, demonstrating stable operating performance, while capital expenditure during the quarter reached Rs. 180 crore as Aarti Industries continued to invest in capacity expansion and future growth opportunities.
The quarter was, however, impacted by geopolitical tensions in West Asia, which disrupted supply chains, raised freight costs, and increased inflationary pressure on crude-linked raw materials. AIL navigated these challenges through proactive market diversification, strong customer engagement, and agile supply chain management.
The temporary disruption in exports to West Asia affected the company’s Energy business during the quarter. However, AIL successfully redirected a significant portion of the impacted volumes to other international markets, limiting the overall impact and highlighting the strength of its diversified global customer base.
The company continued to advance its long-term growth initiatives, with steady progress across key expansion projects. The Zone IV expansion and chlorotoluene value chain projects faced labour-related delays of around 4–6 months and are now expected to be commissioned in phases over the next three quarters.
Meanwhile, PEDA and MPP products have entered the customer qualification phase and are expected to scale up over the next two quarters, with MPP plants scheduled for operationalisation in Q2 FY27.
Aligned with its long-term capital allocation strategy, AIL’s FY27 capital expenditure programme remains on track within the guided range of Rs. 700–800 crore, supporting future growth across high-value speciality chemical platforms.
Commenting on the performance, Suyog Kotecha, Chief Executive Officer & Executive Director, said: "We have begun FY27 with encouraging momentum, delivering healthy growth despite a dynamic global operating environment. Our performance reflects the strength of our diversified portfolio, disciplined execution and our ability to respond quickly to changing market conditions while continuing to serve customers."
