Aarti Industries Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Industries delivered strong Q4 FY26 results: revenue INR2,422 Cr (+9% YoY), EBITDA INR342 Cr (+29% YoY), PAT INR137 Cr (+43% YoY). FY26 performance also robust despite global headwinds, rising raw material costs, and elevated freight. The company secured two new long-term contracts, including a $150 million agrochemical supply deal. Zone IV projects and the Augene JV are commissioning in phases through FY27, driving future growth. FY27 capex is guided lower at INR700-800 Cr, and net debt (currently ~INR4,300 Cr or 3.6x EBITDA) is expected to decline. Focus remains on operational efficiency and strategic partnerships.