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Aarti Industries

Q1 FY27Chemicals & Petrochemicals

Aarti Industries Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹538
Market cap₹19.1K Cr
P/E36.6
Updated25 Aug 2026
Read5 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueRank 3
MarginRank 3
CapexYes

Not discussed on this call: fundraise, order book.

The short version

Steady volume growth is expected, supported by capacity expansion and deeper market penetration. - Despite short-term export headwinds due to the West Asia conflict, underlying demand remains robust across most end markets. - Fuel additives capacity expanded to 360 KTPA and is expected to reach high utilization soon, with potential to increase further post-stabilization. - Non-energy segments like polymers and agrochemicals are anticipated to recover volume in Q2 after seasonal and pricing pressures. - New platforms like battery chemicals and defense applications are being explored based on capability and return profiles. - JV operations (e.g., Augene Chemicals) are ramping up, contributing to future revenue growth. - FY27 capex is on track at Rs. Aarti Industries targets EBITDA of INR 1,800 crore by FY28, including contributions from the Augene JV.

From Aarti Industries's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3
  • Steady volume growth is expected, supported by capacity expansion and deeper market penetration.
  • Despite short-term export headwinds due to the West Asia conflict, underlying demand remains robust across most end markets.
  • Fuel additives capacity expanded to 360 KTPA and is expected to reach high utilization soon, with potential to increase further post-stabilization.
  • Non-energy segments like polymers and agrochemicals are anticipated to recover volume in Q2 after seasonal and pricing pressures.
  • New platforms like battery chemicals and defense applications are being explored based on capability and return profiles.
  • JV operations (e.g., Augene Chemicals) are ramping up, contributing to future revenue growth.
  • FY27 capex is on track at Rs. 700-800 crore with reduced intensity expected after major expansions complete.
  • FY28 target EBITDA of Rs. 1800 crore includes contribution from JV operations, reflecting confidence in growth trajectory.

Profitability & Margins

See what Aarti Industries said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Zone IV project expansion is ongoing with 3-6 months delay due to labor and war-related issues; commissioning is phased over FY27 with ramp-up in FY28 and FY29.
  • FY27 CAPEX is on track within Rs. 700-800 crore range, with Rs. 180 crore deployed in Q1FY27.
  • Future capital deployment will focus on high-growth, high-return niche projects, reducing CAPEX intensity starting FY28.
  • Debottlenecking of DCB capacity to 140 KTPA planned, supported by demand for PDCB and downstream products.
  • JV with Superform Chemistries (Augene Chemicals) is on track for commissioning in Q2FY27, focusing on specialty chemicals.
  • Plastic recycling initiative with Re Sustainability (Aarti Circularity) slated for commissioning in second half of FY27, emphasizing ESG and circularity.
  • Expansion through subsidiaries in UAE, UK, USA progressing; a new subsidiary planned in China to enhance market reach and sourcing efficiency.

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Aarti Industries said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not provide specific details on the current or expected order book or pending orders. However, related insights include: - The company has a strong export order flow, with 59% of revenue from exports in the quarter. - There is increased traction in exports, especially to longer destinations like the U.S. and Americas. - The management is focused on diversifying volumes across geographies to balance market exposure. - Volume growth visibility is strong, particularly in the energy business. - For specialized products like ethylated intermediates and fuel additives, contracts such as a USD 150 million contract with an innovator indicate long-term opportunities. - Market development for new products like MMA is ongoing with phased adoption, implying an active new order pipeline. No explicit quantitative figures on orderbook or pending orders were disclosed.

Aarti Industries — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹2.2K Cr, net profit ₹137 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Aarti Industries's management said in earlier quarters

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Frequently Asked Questions

What were Aarti Industries Q1 FY27 results?

Steady volume growth is expected, supported by capacity expansion and deeper market penetration. - Despite short-term export headwinds due to the West Asia conflict, underlying demand remains robust across most end markets. - Fuel additives capacity expanded to 360 KTPA and is expected to reach high utilization soon, with potential to increase further post-stabilization. - Non-energy segments like polymers and agrochemicals are anticipated to recover volume in Q2 after seasonal and pricing pressures. - New platforms like battery chemicals and defense applications are being explored based on capability and return profiles. - JV operations (e.g., Augene Chemicals) are ramping up, contributing to future revenue growth. - FY27 capex is on track at Rs. Aarti Industries targets EBITDA of INR 1,800 crore by FY28, including contributions from the Augene JV.

What is Aarti Industries share price analysis?

Aarti Industries currently shows a below-average growth signal. The stock trades at a P/E of 36.6 with a market cap of ₹19,123 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aarti Industries planning capital expenditure?

Zone IV project expansion is ongoing with 3-6 months delay due to labor and war-related issues; commissioning is phased over FY27 with ramp-up in FY28 and FY29.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.