Aarti Industries reported Q4 FY26 results with revenue of INR2,422 crore (up 9% YoY) and PAT of INR137 crore (up 43% YoY), driven by stable demand and export growth.
The company announced two new long-term contracts: a backward integration project (INR200-250cr capex) and a $150M agrochemical supply agreement, enhancing earnings visibility.
Management highlighted significant headwinds from Middle East geopolitical tensions, causing 60%+ raw material price increases and supply chain disruptions impacting 9-10% of revenue.
FY27 capex guidance is reduced to INR700-800cr, with Zone IV expansion projects facing 3-4 month delays due to labor shortages while maintaining full-year commissioning targets.