Aarti Industries Q3 FY26 Investor Presentation: Revenue Up 22% YoY, EBITDA Up 37% YoY
Aarti Industries reported Q3 FY26 results with revenue up 22% YoY to ₹2,492 crore and EBITDA up 37% YoY to ₹638 crore. Profit After Tax surged 25% YoY to ₹198 crore. Capex for FY26 is now estimated at ₹1100 crore. The company targets EBITDA of ₹1800-2200 crore in 3 years.
The announcement details significant financial performance improvements, strategic project updates, increased capex guidance, and clear medium-to-long term financial targets, which are material for investors.
The company has shown strong year-on-year growth in revenue, EBITDA, and profit after tax. Key projects are progressing as planned, and the company has a positive outlook with clear growth drivers and targets.
Aarti Industries Limited (AIL) has released its Investor Presentation for the third quarter of FY26, detailing its performance update and future outlook.
The company reported a significant year-on-year (YoY) increase in revenue by 22% and EBITDA by 37%, with a 25% surge in Profit After Tax (PAT) for Q3 FY26. This growth was driven by the resumption of US exports for MMA and PDCB, alongside higher volumes across products like MMA, NT, and DCB. The company also achieved a CSA score of 78 in the S&P Global Corporate Sustainability Assessment 2025, placing it among the top 2% of assessed chemical companies globally.
Key business highlights include the progression of Zone-4 projects with CaCl2 chemical charging started and MPP commissioning expected in Q4 FY26. Gradual commissioning of other blocks is anticipated through FY27. Increased volumes for MMA are attributed to expanded capacity and higher blending volumes. The resumption of US volumes for MMA and PDCB, despite partial impact of US tariffs, is expected to provide upside in margins and PDA chain volumes, contingent on a US-India trade deal.
Capex for Q3 FY26 stood at ₹310 crore, with a 9M capex of ₹850 crore. The total capex for FY26 is now estimated at approximately ₹1100 crore, an increase from the initially planned ₹1000 crore, to support incremental capex for MMA expansions and PEDA.
AIL is focusing on several key EBITDA growth drivers for FY26-FY28, including cost optimization (₹150-200 crore), volume and margin ramp-up (₹350-550 crore), and CAPEX-led growth (₹300-450 crore). The company projects a target EBITDA range of ₹1,800 - 2,200 crore in three years, with a Debt/EBITDA ratio of less than 2.5x and ROCE of over 15%.
Long-term growth focuses on new avenues like sustainable manufacturing, advanced chemistries through R&D and MPP, and entry into adjacent markets such as advanced materials, battery materials, defense, and coatings. Strategic alliances and CDMO services are also key priorities, leveraging AIL's R&D strength.
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Aarti Industries Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Aarti Industries Limited. Read the original for the full detail.