Aarti Industries Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aarti Industries posted strong Q1 FY27 results: Revenue Rs 2,627 Cr (+41% YoY), EBITDA Rs 385 Cr (+79% YoY), PAT Rs 155 Cr (+260% YoY). Gains from inventory/forex (est. Rs 50-60 Cr) supported EBITDA, though overall volumes dipped 12% QoQ amid challenging macros.

Geopolitical tensions hit West Asia energy exports, but volumes were successfully redirected to other markets, leveraging expanded fuel additives capacity (360 KTPA). Non-Energy segments like Polymers and Agrochemicals expect Q2 recovery. Zone 4 project faces 3-6 month delay due to execution issues, but phased commissioning and diversified product mix are planned. Key JVs (Augene, Aarti Circularity) are on track for commissioning. Management is confident in long-term growth, driven by diversified portfolio, capacity, and strategic partnerships, navigating near-term volatility.