Aarti Industries Reports Q2 FY27 Financial Results Driven by Higher Volumes

Aarti Industries Limited (AIL) has released its financial results for the second quarter and half-year ended September 30, 2026, reporting revenue from operations of ₹3,887 crore, an EBITDA of ₹418 crore, and a Profit After Tax (PAT) of ₹169 crore. According to the company's announcement, higher export volumes and effective pass-through of elevated raw material costs contributed to the performance.

Key Financial Metrics

• Revenue from Operations: ₹3,887 crore, reflecting a reported 73% year-on-year and 48% quarter-on-quarter growth.
• EBITDA: ₹418 crore, compared to ₹291 crore in Q2 FY26.
• Profit After Tax (PAT): ₹169 crore, marking a 60% year-on-year increase.
• H1 FY27 Totals: Revenue stood at ₹6,513 crore, with an EBITDA of ₹802 crore and PAT of ₹324 crore.

Operational Updates and Expansion

The company reported that sales volumes increased by over 30%, supported by capacity expansions such as the fuel additives capacity moving from 290 KTPA to 360 KTPA.

• Zone IV Progress: Following Phase I commissioning in September 2026, the Calcium Chloride facility and part of the Multipurpose Plant (MPP) commenced operations, focusing on stabilization and customer qualifications. Additional capacities are scheduled for Q3 and Q4 FY27.
• Strategic Agreements: AIL entered into a 10-plus-year manufacturing and supply agreement on October 13, 2026, with a global specialty chemicals company, carrying an estimated revenue potential of approximately ₹1,500 crore over the contract period, with commercial operations at the dedicated facility targeted for FY29.
• Joint Ventures: The Augene Chemicals JV is progressing toward commercial production, while the Circularity JV remains targeted for commissioning in the second half of FY27.

Industry Outlook and Governance

AIL's management noted that evolving global trade dynamics, including capacity rationalization in China and expanding trade agreements involving India, could influence global supply chains over the medium to long term. Managing Director and CEO Suyog Kotecha stated that the company remains focused on operational efficiency, cash generation, and converting investments into sustained earnings.

Readers and investors can verify these announcements and access official disclosures through Aarti Industries' investor relations portal and official regulatory filings.