Aarti Industries Q2 FY27 Revenue at ₹3,887 Cr, EBITDA ₹418 Cr; Sustains Growth
Aarti Industries reported Q2 FY27 revenue of ₹3,887 crore (up 73% YoY) and EBITDA of ₹418 crore (up 44% YoY), marking highest quarterly figures. A long-term (10+ year) manufacturing agreement with a global firm has a potential revenue of ₹1,500 crore. Zone IV capacities are set to commence operations, driving future growth.
The announcement details record financial performance, strategic long-term agreements with substantial revenue potential, and commencement of new growth-driving capacities, all of which are significant for the company's future.
The company reported record quarterly revenue and EBITDA, significant year-on-year growth in key financial metrics, and positive commentary on future growth drivers and strategic partnerships.
Aarti Industries Limited (AIL) announced its financial results for the second quarter and half-year ended September 30, 2026, reporting continued revenue and EBITDA growth, primarily driven by higher volumes which were up by over 30%. The company achieved its highest quarterly revenue from operations at ₹3,887 crore, a 73% year-on-year (YoY) and 48% quarter-on-quarter (QoQ) increase. EBITDA for the quarter reached ₹418 crore, a 44% YoY growth from ₹291 crore in Q2 FY26, surpassing the 400 crore mark for the first time. Profit After Tax (PAT) registered a 60% YoY growth to ₹169 crore. For the half-year ended September 30, 2026 (H1 FY27), AIL reported revenue of ₹6,513 crore, EBITDA of ₹802 crore, and PAT of ₹324 crore.
The company highlighted that evolving global trade dynamics, including China's capacity rationalization and India's expanding trade agreements, present new opportunities. AIL's integrated manufacturing capabilities and established global customer relationships are expected to leverage these developments. The commissioning of Zone IV, including the Calcium Chloride (CaCl2) facility and part of the Multipurpose Plant (MPP), has commenced, with further capacities planned for Q3-Q4 FY27. This zone is anticipated to be a key growth engine over the next 1-2 years.
In a strategic move, AIL entered into a manufacturing and supply agreement on October 13, 2026, with a global speciality chemicals company, spanning over 10 years and having a cumulative revenue potential of approximately ₹1,500 crore. Commercial operations for this dedicated facility are targeted for FY29. The Augene Chemicals JV is progressing towards commercial production, and the Circularity JV is slated for commissioning in H2 FY27. Capacity expansion in fuel additives increased from 290 KTPA to 360 KTPA. The company's R&D arm, Aarti Research and Technology Centre (ARTC), received the Sword of Honour 2026 from the British Safety Council.
Looking ahead, AIL expects to sustain its growth momentum, focusing on export demand, customer engagements, and new capacity commercialisation. Priorities include improving asset utilisation, operating efficiency, working capital management, and cash generation. Mr. Suyog Kotecha, Managing Director & CEO, expressed confidence in AIL's next phase of growth, emphasizing strengthening foundations, expanding market participation, deepening customer partnerships, and building capabilities to serve wider global requirements. The company aims to convert opportunities into sustained earnings and stronger returns on investments.
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