Aarti Industries Q2 FY26 Earnings Conference Call Transcript
Aarti Industries releases Q2 FY26 earnings call transcript. Revenue up 21% Q-o-Q to ₹2,250 cr, EBITDA up 36% to ₹292 cr. New MPP & Calcium Chloride facilities commissioning soon.
The financial results show improvement and the company is undertaking strategic expansions, but it also faces near-term challenges.
The announcement discusses positive financial results, including increased revenue, EBITDA, and profit after tax. It also highlights strategic initiatives and expansion plans.
* Transcript of Q2 FY26 earnings conference call held on November 7, 2025, is enclosed. * Revenue stood at ₹2,250 crore, up 21% Q-o-Q. * EBITDA surged to ₹292 crore, up 36% Q-o-Q. * Profit After Tax was ₹106 crore, up about 150% Q-o-Q. * CAPEX for the quarter was at ₹267 crore and is expected to be around ₹1,000 crore for the year FY26. * A new multipurpose plant (MPP) within Zone 4 is expected to be commissioned in Q4 FY26. * The Calcium Chloride facility is expected to be commissioned in the ongoing quarter. * A new 4,000 TPA PEDA project in Zone 4, in Jhagadia is set to be commissioned. * Aarti Industries entered into a long-term strategic partnership with DCM Shriram, who will serve as the exclusive supplier of chlorine from its Chlor-Alkali plant to Aarti's upcoming downstream chemicals facility at Zone 4. * Management expects policy clarity and normalization of trade flows to restore a more balanced operating environment over the medium term. * The company is committed to achieving its FY28 EBITDA aspirations and executing its strategic plan focused on cost optimization, volume ramp-up led operating leverage, and monetization of ongoing capex projects. * Management mentioned that the margin’s improvement was predominantly driven by operating leverage. * In this quarter, the company will commission a calcium chloride facility. In the next quarter, they are commissioning their multipurpose plant, both of these are at Zone 4. In addition to that, in Q4 of FY '26, they are also planning to commission a slightly increased capacity of MMA based on the debottlenecking effort and in addition to that, one specific molecule PEDA, again, which will become a form of MPP.
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