Aarti Industries Limited Latest Updates

Recent Financial Performance (Q3 FY26)The company reported a significant surge in profitability for the quarter ending December 2025. Net profit jumped 183% year-over-year to ₹133 crore, supported by a 26% increase in revenue, which reached ₹2,320 crore. This growth was primarily driven by higher volume off-take in key segments like Methyl Methacrylate (MMA), Nitro Toluene, and Dichlorobenzene. The EBITDA margin also showed improvement, expanding to 13.89% due to better operating leverage and cost-saving measures. Strategic Backward Integration Project In March 2026, Aarti Industries announced a ₹200–250 crore investment for a backward integration project at its Dahej SEZ facility in Gujarat. This project involves setting up a plant to manufacture a key feedstock that was previously supplied by a global partner. By producing this raw material in-house, the company aims to transition to an end-to-end manufacturing model, which is expected to enhance EBITDA margins and supply chain resilience over the next 15 years. Long-Term Supply Contracts The company has recently secured multiple high-value agreements to stabilize its future growth. These include a $150 million medium-term supply contract with a global agrochemical major and exclusive long-term arrangements for critical feedstocks like Methanol and Toluene. These deals are designed to ensure raw material security and reduce price volatility for its core chemical production operations. Operational Milestones and ESGAarti Industries was recently named a "2026 Gallup Exceptional Workplace Award" winner, highlighting its focus on organizational culture. On the sustainability front, the company received a Corporate Sustainability Assessment (CSA) score of 78 from S&P Global, placing it in the top 2% of chemical companies globally. Additionally, capacity utilization for its MMA (Methyl Methacrylate) plants reached a peak of 96% during the most recent quarter.