Aarti Industries Limited (AIL), a leading global speciality chemicals company, has reported its consolidated financial results for the quarter ended September 30, 2025, demonstrating resilience in the face of mounting global challenges.

During the quarter, AIL posted revenue of Rs. 2,250 crore, up 21 per cent QoQ, led by improved volumes across key product categories. EBITDA stood at Rs. 292 crore, up 36 per cent. PAT was also higher by 150 per cent QoQ at Rs. 105 crore, driven by better operating leverage and after considering exceptional items.

The company, in a release, said that it navigated new U.S. tariffs on select Indian chemical exports and ongoing geopolitical uncertainties, delivering sequential growth through strategic market diversification, innovation investments, and disciplined execution across key projects.

AIL’s performance underscores its continued ambition to strengthen its position as a preferred global partner in speciality chemicals, as per the company.

Commenting on the performance, Suyog Kotecha, Executive Director and Chief Executive Officer, said: "This quarter reflected the inherent resilience and agility of our diversified portfolio. Despite US tariff headwinds, our strong customer engagement and proactive regional rebalancing helped us maintain the momentum."

"We are expanding our footprint in Europe, the Middle East, and Africa while optimising our US strategy to ensure long-term competitiveness. With key capacity additions nearing completion, Aarti Industries is well-positioned to capitalise on the next phase of global recovery. Our focus remains clear: to de-risk operations, accelerate innovation in high-growth chemistries, and maintain strong financial discipline. As trade flows stabilise and demand revives, we anticipate steady margin expansion across our portfolio."

On the energy front, AIL said that the gasoline–naphtha crack remained strong in Q2, supporting blending economics. "US tariffs weighed on volumes and margins, with renegotiations underway to maintain demand. Strategic efforts continue to expand the MMA customer base and geographic reach amid rising competition from Indian and Chinese players."

Highlighting non-energy, the company said, "Agrochemical volumes are recovering in select products, though margins remain under pressure. Dyes & pigments show muted demand growth, while US tariffs impacted Q2 polymer volumes, with pricing pressure continuing."

India's domestic pharma market is steady, but margins in fluoro products face challenges from Chinese competition. A potential India-US trade deal could support a recovery in polymer volumes, AIL hopes.

On market diversification, the company said, "Following the US tariff imposition on select Indian chemical exports in August 2025, AIL continues to diversify its export base toward Europe, Africa, and the Middle East."