Aarti Industries Q4 FY26: Profit & Margins Improve

Key Highlights • Net Profit: ₹137 Cr (↑42.7% YoY, ↑3.0% QoQ) • Revenue: ₹2,206 Cr (↑13.2% YoY, ↓4.9% QoQ) • EBITDA: ₹343 Cr (↑30.4% YoY, ↑6.5% QoQ) • EBITDA Margin: 15.55% (vs 13.49% YoY, 13.89% QoQ) Shareholder Return • Dividend: ₹1 per share What Stands Out • Strong profit growth with margin expansion • Sequential revenue dip, but profitability improved • Indicates better cost control and product mix Why It Matters Improving margins and profitability suggest recovery in the specialty chemicals cycle, despite short-term demand fluctuations. Learning Outcome In chemical companies, margin expansion often signals better realizations and cost efficiency, even if revenue growth is uneven.