Q3 2025 Aarti Industries Ltd Earnings Call Transcript

Feb 3, 2025 / 06:00 AM GMT

Release Date Price: ₹452.6 (-1.53%)

Transcript

Key Points

Positve

Aarti Industries Ltd (BOM:524208) reported a resilient performance with sequential improvement in EBITDA for Q3 FY25.
The company achieved strong volume growth, with non-energy business volumes growing by 14% year-over-year and 8% quarter-over-quarter.
Aarti Industries Ltd (BOM:524208) is diversifying its product base and expanding capacity, particularly in high-value chains, to enhance utilization levels.
The company signed two renewable energy power purchase agreements, aiming to exceed 75% renewable power usage by Q1 FY27, which will significantly reduce power costs.
Aarti Industries Ltd (BOM:524208) is focusing on sustainable growth, targeting a 20-25% CAGR in EBITDA over the next 3 to 5 years, leveraging R&D for new product development.

Negative

Pricing pressures impacted margins despite strong volume growth, particularly in agrichemical intermediates and other product chains.
The energy business growth was affected by a large volume bulk shipment spillover from late December to early January.
High finance costs were reported due to a Forex mark-to-market loss of INR 23 crores on a long-term ECB loan, impacting net profit.
The company faces ongoing pricing pressure from overcapacity in China, affecting various product chains.
The ramp-up of MMA volumes is expected to be gradual, indicating potential delays in achieving full capacity utilization.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARTI.NS - Aarti Industries Ltd
Q3 2025 Aarti Industries Ltd Earnings Call
Feb 03, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the IT Industries Q3 F 525 earnings conference call.

As a reminder, all participant clients will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Nishid Solanki of CDR India.

Thank you and over to you, sir.

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Unidentified_2 [2]
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