Q3 2026 Aarti Industries Ltd Earnings Call Transcript
Key Points
- Aarti Industries Ltd (BOM:524208) reported an 11% quarter-on-quarter increase in revenue, reaching INR2,492 crores, driven by volume growth across key products.
- The company's EBITDA surged by 11% quarter-on-quarter to INR323 crores, reflecting improved operational performance and higher capacity utilization.
- Exports constituted about 65% of total revenues, marking the highest percentage share and absolute basis, indicating strong international demand.
- The company is expanding its MMA capacity from 290 kT to 360 kT, expected to be available by the end of Q4 FY26, to meet growing demand.
- Aarti Industries Ltd (BOM:524208) is leveraging AI and digital transformation tools to enhance productivity, aiming for measurable gains in plant uptime and energy consumption reduction.
- The global operating environment remains challenging due to geopolitical tensions, trade realignments, and uncertainties around global demand.
- The company absorbed part of the US tariffs, which impacted financial performance despite the resumption of US volumes.
- Agrochemicals and pharmaceuticals segments face pricing pressure due to persistent dumping from China, affecting margins.
- The polymer segment experienced mixed results, with PDA product chains facing volume and pricing pressure due to dependency on the US market.
- Increased exports have led to higher working capital requirements, resulting in a marginal increase in debt and interest costs.
Ladies and gentlemen, good day and welcome to Aarti Industries Limited Q3 FY26 earnings conference call.(Operator Instructions) I now hand the conference over to Mr. Nishid Solanki from CDR India. Thank you and over to you, Mr. Solanki.
Thank you. Good afternoon, everyone, and thank you for joining us on Aarti Industries Q3FY26 for next conference call. Today we are joined by senior members of the management team, including Mr. Suyog Kotecha, Executive Director and Chief Executive Officer; and Mr. Chetan Gandhi, Chief Financial Officer.
We will commence the call with opening remarks from Mr. Kotecha, followed by a Q&A session where the management will address queries of the participants. Just to share a standard disclaimer, certain statements that may be made in today's conference call may be forward-looking in nature.
A disclaimer to this effect has been included in the presentation that has been shared earlier and uploaded on the stock exchange website. I would now invite Mr. Kotecha to
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
