Aarti Industries
Aarti Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
The short version
The company expects many long-term contract discussions to conclude in the coming financial year, contributing to more robust and secure supply chains. The company targets an EBITDA run rate of INR1,800 crore driven by cost initiatives and new assets like MPP, Zone IV, and UPL JV, with no change in potential though some delay in realization by 6-7 months.
From Aarti Industries's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects many long-term contract discussions to conclude in the coming financial year, contributing to more robust and secure supply chains.
- Incremental partnerships and joint ventures are intended to meaningfully contribute to business growth and improve earnings quality over the next couple of years.
- Zone IV asset utilization is expected to improve in the coming financial year, enhancing capacity and production volumes.
- Despite near-term challenges like the West Asia war and raw material price volatility, the firm remains committed to its growth trajectory.
- Operating leverage and cost optimization initiatives are on track to support profitability and revenue growth.
- The company anticipates stabilization or correction in raw material pricing, which should support working capital and EBITDA improvement.
2 more points from Aarti Industries's call on revenue
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Profitability & Margins
See what Aarti Industries said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 1,800 crore to INR 2,000 crore capex on Zone IV, including calcium chloride and MPP plants (Page 14)
- INR 200-250 crore capex for backward integration with a leading global chemical company for a 15-year contract (Page 3)
- Expansion to 360 KTPA in energy application expected to be commissioned soon (Page 3)
- No incremental capex required for $150 million multiyear supply agreement with global agrochemical innovator through 2030 (Page 3)
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Order Book & Pipeline
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Aarti Industries — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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 Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Capacity utilization improved from ~35% in FY24 to 53% in FY26, with significant headroom (47%) for growth without major capex. Key concall takeaways from…
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Frequently Asked Questions
What were Aarti Industries Q4 FY26 results?
The company expects many long-term contract discussions to conclude in the coming financial year, contributing to more robust and secure supply chains. The company targets an EBITDA run rate of INR1,800 crore driven by cost initiatives and new assets like MPP, Zone IV, and UPL JV, with no change in potential though some delay in realization by 6-7 months.
What is Aarti Industries share price analysis?
Aarti Industries currently shows a neutral. 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?
INR 1,800 crore to INR 2,000 crore capex on Zone IV, including calcium chloride and MPP plants (Page 14) - INR 200-250 crore capex for backward integration with a leading global chemical company for a
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.