Aarti Industries Ltd

Aarti Industries has allotted 122 equity shares under ESOP on 13 April 2026. With this allotment, the paid up equity share capital has increased to Rs. 1,81,29,72,455 /- (divided in to 36,25,94,491 equity shares of Rs. 5/- each).

The agreement, valid through 31 March 2030, significantly increases volumes over the current annual engagement and is expected to generate revenue of approximately $150 million over the contract period, enhancing AIL's revenue visibility in the medium to long term. Under the terms of the contract, AIL will manufacture and supply the intermediate using its integrated, scalable manufacturing platform, process chemistry expertise, and established global regulatory compliance framework. The company has adequate capacity to meet the requirements without any incremental capital expenditure. The intermediate will be used by the customer in the production of crop-protection products for global agricultural markets. The collaboration reinforces AIL's position as a trusted strategic partner for global agrochemical innovators and strengthens its participation in high-value, long-term speciality chemical supply chains. The contract also highlights India's growing importance as a global manufacturing hub for speciality chemicals, supporting resilient supply chains, diversified sourcing, and alignment with the Make in India initiative. Suyog Kotecha, CEO of Aarti Industries, said: 'This medium-term agreement further reinforces Aarti Industries' position as a trusted partner to global agrochemical innovators. Our strength lies in deep process chemistry expertise, integrated manufacturing value chains, and the ability to deliver reliable and scalable supply solutions. The agreement enhances our long-term earnings visibility and reflects continued progress in strengthening our speciality chemicals portfolio through high-value, sustainable partnerships.' Aarti Industries, the flagship company of the Aarti group, manufacturing organic and inorganic chemicals at its major facilities in Vapi, Jhagadia, Dahej and Kutch, in Gujarat and in Tarapur in Maharashtra. The company has a strong market position in the NCB-based specialty chemicals segment. The company's consolidated net profit soared 189.13% to Rs 133 crore on 22.27% rise in revenue from operations to Rs 2,492 crore in Q3 FY26 over Q3 FY25. Powered by Capital Market - Live

Aarti Industries has entered into a multi-year supply agreement with a top global agrochemical innovator for the supply of a critical agrochemical intermediate used in crop protection formulations. This agreement elevates the current annual engagement to a structured supply contract through 31st March 2030, with a significant increase in volumes. The agreement is expected to generate revenue of approximately USD 150 million over the contract period, providing AIL with enhanced revenue visibility in the medium to long term. Under the terms of the agreement, AIL will manufacture and supply the intermediate, leveraging its integrated, scalable manufacturing platform, deep process chemistry expertise, and established global regulatory compliance framework. AIL has adequate capacities to meet this requirement and thus this contract supports AIL to attain higher capacity utilisation and volumes without incremental capex. The intermediate will be used by the customer in the manufacturing and formulation of crop-protection products for global agricultural markets.Powered by Capital Market - Live

Aarti Industries (AIL) announced entering into a material amendment to its exclusive long-term supply agreement originally signed with leading global chemical company.  Under the agreement, one of the critical feedstock was provided by the customer. As part of the extended scope, AIL will undertake a backward integration project to set up a plant that shall manufacture a significant share of this key feedstock in-house, thereby transitioning to a highly integrated, end-to-end manufacturing model. AIL expects to invest approximately Rs 200-250 crore over a period of the next two years towards this upstream integration. This backwards integrated facility is expected to be set up at the same location (where the current plant is situated) to cater to requirements under the main agreement, i.e., at Dahej SEZ, Gujarat. Powered by Capital Market - Live

Net profit of Aarti Industries rose 189.13% to Rs 133.00 crore in the quarter ended December 2025 as against Rs 46.00 crore during the previous quarter ended December 2024. Sales rose 25.77% to Rs 2318.00 crore in the quarter ended December 2025 as against Rs 1843.00 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales2318.001843.00 26 OPM %13.8512.53 - PBDT254.00151.00 68 PBT133.0040.00 233 NP133.0046.00 189 Powered by Capital Market - Live

Aarti Industries will hold a meeting of the Board of Directors of the Company on 2 February 2026.Powered by Capital Market - Live

Aarti Industries has allotted 500 equity shares under ESOP on 13 January 2026. Post this allotment, the paid-up equity share capital of the Company stand increased from Rs 1,81,29,69,345/- (divided in to 36,25,93,869 equity shares of Rs. 5/- each) to Rs. 1,81,29,71,845 /- (divided in to 36,25,94,369 equity shares of Rs. 5/- each).Powered by Capital Market - Live

Under these contracts, the company will supply chemical commodities across GCC countries (Gulf Cooperation Council) and Southeast Asia. Methanol and Toluene are a core component of AIL's downstream product portfolio, supporting applications in pharmaceuticals, agrochemicals, consumer, and advanced industrial segments (FMCG) and advanced intermediates. Collectively, the contracts are intended to cover a substantial portion of AIL's annual requirement of Methanol and Toluene, enhancing margin stability and operational resilience across its manufacturing network. Suyog Kotecha , CEO and executive director of Aarti Industries,said, 'Securing reliable access to critical feedstocks is central to our growth strategy and customer commitments. These long-term supply agreements enhance the robustness of our supply chain, provide greater operating certainty, and strengthen our ability to serve customers consistently across global markets. We remain focused on building enduring relationships with credible global suppliers aligned with our long-term vision.' Aarti Industries (AIL) is one of the world's leading speciality chemical companies, combining process chemistry with scale-up engineering competence. It manufacture chemicals used in the downstream manufacturing of agrochemicals, polymers, additives, surfactants, pigments and dyes. The company's consolidated net profit surged 103.8% to Rs 106 crore on 29% jump in net sales to Rs 2,100 crore in Q2 Sept 2025 over Q2 Sept 2024.Powered by Capital Market - Live

Minda Corporation Ltd, Linde India Ltd, Amber Enterprises India Ltd, Bharti Airtel Ltd are among the other stocks to see a surge in volumes on NSE today, 07 November 2025.Aarti Industries Ltd notched up volume of 165.29 lakh shares by 14:14 IST on NSE, a 33.15 fold spurt over two-week average daily volume of 4.99 lakh shares. The stock rose 3.11% to Rs.402.65. Volumes stood at 9.6 lakh shares in the last session.Minda Corporation Ltd notched up volume of 72.56 lakh shares by 14:14 IST on NSE, a 19.16 fold spurt over two-week average daily volume of 3.79 lakh shares. The stock rose 2.84% to Rs.589.65. Volumes stood at 9.59 lakh shares in the last session.Linde India Ltd clocked volume of 1.36 lakh shares by 14:14 IST on NSE, a 11.52 times surge over two-week average daily volume of 11807 shares. The stock gained 0.88% to Rs.5,894.50. Volumes stood at 17094 shares in the last session.Amber Enterprises India Ltd recorded volume of 28.55 lakh shares by 14:14 IST on NSE, a 11.17 times surge over two-week average daily volume of 2.56 lakh shares. The stock lost 8.54% to Rs.7,163.50. Volumes stood at 3.37 lakh shares in the last session.Bharti Airtel Ltd recorded volume of 647.07 lakh shares by 14:14 IST on NSE, a 9.94 times surge over two-week average daily volume of 65.13 lakh shares. The stock lost 4.18% to Rs.2,007.40. Volumes stood at 95.46 lakh shares in the last session.Powered by Capital Market - Live

Revenue rose 26% year-on-year and 21% sequentially to Rs 2,250 crore, supported by higher volumes'especially in the energy segment, which jumped 118% YoY and 48% QoQ. Non-energy volumes also rose 17% YoY and 15% QoQ, benefiting from improved demand and realisation of deferred bulk shipments from Q1. EBITDA climbed 44% YoY and 36% QoQ to Rs 291 crore, reflecting improved capacity utilisation, better cost optimisation, and the benefits of scale. Profit after tax (PAT) more than doubled, surging 102% YoY and 150% sequentially to Rs 106 crore, driven by stronger operating leverage, lower costs, and exceptional income of Rs 29 crore related to favourable tax orders. Margins, however, remain under pressure due to elevated input prices and U.S. trade restrictions affecting select product lines such as dyes and polymers. The company reported CAPEX of Rs 267 crore during the quarter, with FY26 spending expected to remain below Rs 1,000 crore, underscoring AIL's focus on disciplined capital deployment. With raw material prices stabilising and logistics costs easing, AIL expects a steady improvement in operating margins through FY27. The company anticipates growth to be driven by new capacity ramp-ups, product diversification, and expanding global partnerships. AIL reaffirmed its growth outlook, targeting EBITDA between Rs 1,800 crore and Rs 2,200 crore by FY28, driven by consistent volume growth supported by capacity expansion, operating leverage, and cost optimisation initiatives. The company expects capex of around Rs 1,000 crore in FY26 and aims to maintain a Debt/EBITDA ratio below 2.5x with a return on capital employed (ROCE) above 15%, underscoring its focus on sustainable and efficient growth over the next three years. AIL is one of the world's leading speciality chemical companies. Powered by Capital Market - Live