Aarti Industries Limited — PPTs, 06-11-2025: Investor Presentation

Aarti Industries' Q2 FY26 showed strong performance: Revenue climbed 26% YoY, EBITDA surged 44% YoY, and Profit After Tax jumped 102% YoY. H1 FY26 revenue reached 4,118 Cr (up 9% YoY), though H1 PAT was 106 Cr (down 21% YoY), impacted by a 34 Cr forex loss and margin pressure despite higher MMA volumes.

The company is actively optimizing costs and driving growth through ongoing Zone-4 projects. Key recent developments include a new strategic long-term chlorine supply agreement for its Jhagadia facility, significantly enhancing supply. MMA capacity utilization hit 98%, with further debottlenecking planned, alongside a new agro intermediate PEDA coming online by Q4 FY26. Joint ventures in specialty chemicals and plastic recycling are also progressing for H1 CY26 commissioning.

Management projects FY26 Capex around 1,000 Cr. The outlook targets EBITDA of 1,800-2,200 Cr within three years, with consistent volume growth driven by increased capacities and a strong focus on operating leverage and cost optimization. The company is exploring new growth avenues like advanced materials and battery components, alongside strategic alliances.