Aarti Industries Q1 FY27 Revenue at ₹2,627 Crore, PAT up 260% YoY
Aarti Industries reported Q1 FY27 consolidated revenue of ₹2,627 crore (up 41% YoY) and PAT of ₹155 crore (up 260% YoY). EBITDA grew 79% YoY. Capex for FY27 is guided at ₹700-800 crore. Expansion projects and Superform JV remain on track for commissioning in FY27.
The significant YoY growth in revenue and profit, coupled with progress on strategic expansion projects and a strong sustainability rating, indicates a material positive impact on the company's financial performance and market position.
The company reported strong year-on-year growth in revenue and PAT, along with positive commentary on future outlook and strategic project execution, despite facing global headwinds.
Aarti Industries Limited (AIL) announced its consolidated financial results for the first quarter ended June 30, 2026, reporting a strong start to FY27. The company achieved revenue from operations of ₹2,627 crore, a 41% year-on-year (YoY) growth. EBITDA stood at ₹385 crore, with Profit After Tax (PAT) at ₹155 crore, marking a significant 260% YoY growth. This performance was driven by an optimized product mix, inventory management, and forex gains, despite volume degrowth and challenging global operating conditions, including geopolitical tensions in West Asia that disrupted supply chains.
The company faced headwinds from geopolitical tensions affecting global supply chains and raw material costs. The temporary disruption in exports to West Asia impacted the Energy business, but AIL successfully redirected volumes to other international markets. Key expansion projects, including Zone IV and chlorotoluene value chain projects, experienced labor constraints, with commissioning expected in phases over the next three quarters. PEDA and MPP products are in the customer qualification phase, with expected ramp-up over the next two quarters.
AIL's FY27 capital expenditure program remains on track within the guided range of ₹700–800 crore. The company completed a Fuel Additives capacity expansion from 290 KTPA to 360 KTPA in July 2026. The Superform JV and Re Aarti chemical recycling project are on track for commissioning in Q2 FY27 and H2 FY27, respectively. Aarti Industries also achieved the EcoVadis Platinum Rating with a score of 87/100, placing it among the top 1% globally for sustainability.
Commenting on the performance, Mr. Suyog Kotecha, Chief Executive Officer & Executive Director, stated that the company began FY27 with encouraging momentum and healthy growth despite a dynamic global operating environment. He anticipates volume recovery in Q2 FY27 as demand scenarios improve. The company remains cautiously optimistic about the outlook for FY27, driven by stable demand, upcoming capacity expansions, customer qualifications, and operational excellence initiatives.
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