Aarti Industries Q2 FY27 Results Presentation: Revenue Up 58%, EBITDA Up 117%
Aarti Industries Limited reported Q2 FY27 results with a 58% YoY revenue increase and 117% YoY EBITDA growth. The company commissioned Phase I of its Zone IV project and secured a 10+ year strategic manufacturing deal worth ₹1,500 crore. Operations for the new deal are expected by FY29.
The substantial revenue and EBITDA growth, coupled with a long-term strategic manufacturing agreement and the commissioning of new manufacturing facilities, are expected to have a significant positive impact on the company's financial performance and market position.
The company reported strong year-on-year growth in revenue and EBITDA, along with significant strategic partnerships and project commissioning, indicating positive business performance and future prospects.
Aarti Industries Limited (AIL) has released its Results Presentation for Q2 and H1 FY27, highlighting significant performance improvements.
The company reported a consolidated revenue growth of 58% year-on-year (YoY) and a 51% quarter-on-quarter (QoQ) increase. EBITDA saw a substantial surge of 117% YoY and 48% QoQ, reaching ₹418 crore. Profit After Tax (PAT) also grew significantly by 73% YoY and 9% QoQ. The presentation detailed volume growth across various product portfolios, including Fuel Additives, where a capacity expansion from 290 to 360 kTPA was completed in July 2026. Digital and AI capabilities are being strengthened, with over 50 GenAI use cases executed in the last quarter.
A key development is the commissioning of Phase I of Zone IV, which includes Calcium Chloride, PEDA, and part of the Multipurpose Plant (MPP). This expansion aims to strengthen downstream integration and application diversification, with progressive commercialization of all Zone IV manufacturing blocks targeted during FY27. Furthermore, AIL has entered into a strategic manufacturing and supply agreement with a global speciality chemical company, spanning over 10 years and estimated to generate cumulative revenue of approximately ₹1,500 crore (~US$150 million). Operations for this agreement are expected to commence in FY29.
The company also provided an update on its long-term growth strategy, focusing on cost optimization, volume and margin ramp-up, and CAPEX-led growth through projects like MPP and Zone IV. A target EBITDA range of ₹1,800-2,200 crore is set for the next three years, with a Debt/EBITDA ratio of less than 2.5x.
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