Aarti Industries Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Industries delivered strong Q3 FY26 results with revenue at Rs. 2,492 crore (+11% QoQ), EBITDA at Rs. 323 crore (+11% QoQ), and PAT surging to Rs. 133 crore (+25% QoQ). Exports reached a record 65% of total revenues. Management cited positive structural shifts from the India-EU FTA, the US-India Trade Deal (expected to reduce tariffs on key products like MMA), and China's "anti-involution" strategy, which should stabilize chemical pricing and improve margins. The company is expanding MMA capacity to 360 KT and debottlenecking DCB to 140 KTPA, with Zone 4 projects set for commissioning this calendar year. Aarti Industries remains confident in its innovation-led growth strategy.