Aarti Industries Q3 FY26 Revenue up 11% to ₹2,492 Cr; PAT surges 25% to ₹133 Cr
Aarti Industries reported Q3 FY26 consolidated revenue of ₹2,492 crore, up 11% Q-o-Q. EBITDA rose 11% to ₹323 crore. PAT surged 25% Q-o-Q to ₹133 crore. The company anticipates commissioning new projects from Q4FY26.
The results show positive growth and strategic progress, but the commentary also acknowledges global volatility and selective margin pressures, indicating a moderate impact on future performance.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT, along with positive commentary on future growth prospects and project commissioning.
Aarti Industries Limited (AIL) announced its unaudited consolidated financial results for the quarter and nine months ended December 31, 2025. The company reported a revenue of ₹2,492 crore for Q3FY26, an increase of 11% quarter-on-quarter, driven by volume growth and resumption of US volumes leading to higher capacity utilization.
EBITDA surged to ₹323 crore, also an 11% Q-o-Q increase. The company provided for a one-time impact of approximately ₹15 crore on account of the implementation of the new labor code as an exceptional expense. Profit After Tax (PAT) for the quarter increased by 25% Q-o-Q to ₹133 crore, attributed to higher operational performance, cost savings initiatives, and economies of scale.
Mr. Suyog Kotecha, Executive Director and Chief Executive Officer, commented that despite a volatile global operating environment, AIL delivered a resilient performance. The company is focusing on a knowledge-driven and quality-focused portfolio, downstream integration, and deepening customer engagements through R&D-oriented solutions. The Jhagadia, Zone IV project is expected to be a transformational growth platform.
Operational highlights include robust volume growth in the Energy Business (MMA), stable volumes in Agrochemicals, steady volumes in Dyes, Pigments & Printing Inks, and impacted but recovering volumes in Polymers & Additives in the US market. The company expects to commission various process blocks, including the multipurpose plant (MPP) at Zone IV, starting from Q4FY26, utilizing in-house technologies. Fast-track projects like PEDA and MMA debottlenecking are expected to be operational within the next three months.
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