Aarti Industries Ltd (NSE:AARTIIND)

Q2 2026 Aarti Industries Ltd Earnings Call Transcript

Nov 7, 2025 / 07:00 AM GMT

Release Date Price: ₹391.8 (+0.33%)

Transcript

Key Points

Positve

Aarti Industries Ltd (BOM:524208) reported a 21% quarter-on-quarter increase in revenue, reaching INR 2,250 crores, driven by improved volumes across key product categories.
EBITDA surged by 36% quarter-on-quarter to INR 292 crores, primarily due to improved capacity utilization and ongoing cost optimization initiatives.
The company achieved peak utilization of newly expanded capacities for MMA, with plans for further debottlenecking initiatives to increase volumes.
Aarti Industries Ltd (BOM:524208) is actively diversifying its export mix towards Europe, the Middle East, and Africa in response to US tariffs, which is expected to sustain long-term growth momentum.
The company has intensified R&D efforts in advanced materials and polymer chemistry, aligning capabilities with emerging opportunities, and is set to commission new capacities in the coming quarters.

Negative

US tariffs on Indian chemical exports have created a near-term headwind, temporarily eroding competitiveness against European and Chinese suppliers.
Overall margins for high-value floral products are under pressure due to aggressive competitive pricing from China.
Demand growth in the dyes and pigment segment has been muted, and the polymer business faced significant headwinds due to US tariffs.
Despite a broader recovery anticipated, the chemical sector is expected to see gradual recovery over the next couple of years as global trade flows stabilize.
The company faces ongoing competitive pricing challenges from both China and domestic Indian players, impacting market expansion efforts.

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

ARTI.NS - Aarti Industries Ltd
Q2 2026 Aarti Industries Ltd Earnings Call
Nov 07, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Q2 F 526 posts results conference call of RT Industries Limited. As a reminder, all participant lines 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 conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this call is being recorded.

I now hand the conference over to Mr. Nishid Solanki from CF India.

Thank you and over to you.

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Unidentified_2 [2]
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