Aarti Industries Update: Q2 FY26 growth fueled by volumes.

Aarti Industries Limited reported a 21% quarter-over-quarter (QoQ) revenue increase to INR 2,250 crore in Q2 FY26, with consolidated net profit after tax (PAT) soaring 150% QoQ to INR 105 crore. The company's EBITDA also grew 36% QoQ to INR 292 crore, reflecting enhanced capacity utilization and cost optimization. These results were approved by the board of directors on November 6, 2025.

Growth was primarily fueled by increased MMA volumes and benefits from Q1's deferred bulk shipments. Aarti Industries is actively mitigating the impact of US tariffs on Indian chemical exports through market diversification towards Europe, Africa, and the Middle East. Strategic capital expenditure for Q2 FY26 was INR 267 crore, with an expected annual outlay below INR 1,000 crore, maintaining capital discipline.

Significant projects include the commissioning of a new multipurpose plant (MPP) and a Calcium Chloride facility in Q4 FY26, along with a PEDA project at Dahej SEZ. A long-term strategic agreement with DCM Shriram secures chlorine supply for the upcoming Zone IV facility, enhancing supply security and scalability. Aarti Industries also achieved multi-site Zero Waste to Landfill certification across Zones I, II, and III, marking a notable sustainability milestone.