Aarti Industries Q2 FY27: Record Revenue & EBITDA, Transcript Released
Aarti Industries released its Q2 FY27 earnings call transcript. The company achieved record quarterly revenue of ₹3,887 crore and EBITDA of ₹418 crore, a 73% and 44% YoY increase respectively. H1FY27 EBITDA stood at ₹802 crore. A new Rs. 1,500 crore revenue potential contract was signed, and plans to raise up to ₹1,000 crore are in place.
The announcement includes record financial results, a substantial new long-term agreement, and plans for capital raise, all of which are material events for investors.
The company reported record revenues and EBITDA, highlighted strong volume growth, and secured a significant long-term contract, indicating positive financial performance and strategic progress.
Aarti Industries Limited has announced the transcript of its Q2 FY27 Earnings Conference Call, which was held on November 2, 2026. The company reported its highest-ever quarterly and half-yearly revenue and EBITDA. Suyog Kotecha, Managing Director and CEO, highlighted robust volume growth driven by resilient export demand and the ability to pass through raw material cost variations. Notably, quarterly EBITDA surpassed the Rs. 400-crore threshold, reaching a record Rs. 418 crore.
The company experienced significant raw material cost inflation due to geopolitical tensions, with Sulphur prices surging over 5-6 times and elevated freight costs straining global supply chain economics. Aarti Industries believes this presents a tailwind for Indian specialty chemical manufacturers due to China's capacity rationalization and India's expanding trade agreements.
Performance varied across segments: Dyes & Pigments showed steady growth, Agrochemicals saw mixed pricing trends, Pharma & Fluoro Products achieved gains in PNCB but faced pressure in Fluoro products, Polymers & Additives demand remained robust in high-end markets, and the Energy-Linked Portfolio benefited from favorable blending dynamics and price increases.
Total revenues for Q2 FY27 reached Rs. 3,887 crore, a 73% increase year-on-year. Q2 FY27 EBITDA grew by 44% year-on-year to Rs. 418 crore, and H1FY27 EBITDA increased by over 58% to Rs. 802 crore. Profit After Tax (PAT) for the quarter increased by approximately 60% to Rs. 169 crore, with H1FY27 PAT growing by 117% to Rs. 324 crore.
To strengthen its balance sheet and support growth, the Board approved an enabling resolution to raise up to Rs. 1,000 crore. The company plans a CAPEX of Rs. 700 crore to Rs. 800 crore for FY27. Key operational milestones include the commissioning of Phase I of Zone IV Expansion, featuring Calcium Chloride and PEDA plants. A significant development was a 10+ year manufacturing and supply agreement with a global specialty chemical major, representing a revenue potential of approximately Rs. 1,500 crore, with commercial operations targeted for FY29.
The company is actively leveraging advanced analytics and AI for operational excellence. Management expressed confidence in continued momentum, with potential for margin expansion and guidance revisions based on market dynamics.
What to do with a filing like this
Aarti Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Aarti Industries Limited. Read the original for the full detail.