Financial Performance
Aarti Industries Limited reported record Q2 FY27 revenue of ₹3,887 crore, representing a 73% increase year‑on‑year and a 48% rise quarter‑on‑quarter. EBITDA reached ₹418 crore, up from ₹291 crore in Q2 FY26, delivering a 44% YoY growth and marking the first time the company breached the ₹400 crore threshold. Profit after tax was ₹169 crore, a 60% YoY increase. For the first half of FY27, the company posted revenue of ₹6,513 crore, EBITDA of ₹802 crore and PAT of ₹324 crore.
Operational Highlights
Volumes grew by more than 30% during the quarter, driven by higher export demand and effective pass‑through of elevated raw material costs. The Company commissioned Phase I of Zone IV in September 2026, bringing the Calcium Chloride (CaCl2) facility and part of the Multipurpose Plant online, with further capacities slated for commissioning in Q3‑Q4 FY27. Zone IV is projected to become a key growth engine over the next one to two years, supporting diversification into value‑added chemistries.
Strategic Partnerships and Joint Ventures
On 13 October 2026, AIL entered a manufacturing and supply agreement with a global speciality chemicals company for a term exceeding ten years, with an estimated cumulative revenue potential of approximately ₹1,500 crore. Commercial operations at the dedicated facility are targeted for FY29. The Augene Chemicals joint venture is advancing toward commercial production, while the Circularity joint venture is expected to be commissioned in H2 FY27.
Capacity Expansion & Efficiency Initiatives
Fuel‑additives capacity was increased from 290 KTPA to 360 KTPA, enabling higher volumes. The Company continued to pursue cost optimisation, yield improvement, energy‑efficiency measures and digital‑led operational enhancements across its manufacturing value chains.
Health & Safety Excellence
The Aarti Research and Technology Centre (ARTC) received the Sword of Honour 2026 from the British Safety Council together with a Five‑Star rating in health and safety management, underscoring the Company’s commitment to safe and responsible innovation.
Outlook
Management expects the growth momentum to continue, supported by export demand, ongoing customer engagements and the commercialisation of new capacities. Priorities include improving asset utilisation, operating efficiency, working‑capital management and cash generation while developing value‑added speciality‑chemical platforms.
Management Commentary
Mr Suyog Kotecha, Managing Director & CEO, stated that the past two years have focused on strengthening foundations for the next phase of growth, expanding market participation, deepening customer partnerships and building capabilities to serve a broader range of global requirements. He highlighted that evolving global supply chains, China’s anti‑involution initiatives and India’s expanding FTAs present additional growth opportunities for AIL.
Corporate Profile
Founded in 1984, Aarti Industries Limited operates 16 manufacturing plants, four R&D centres and employs over 250 scientists, offering a portfolio of more than 100 products. The Company holds the EcoVadis Platinum Medal, placing it in the top 1 % of globally assessed companies, and received the 2026 Gallup Exceptional Workplace Award.