Aarti Industries Reports Strong Q2 FY27 Results, PAT Rises 60% To ₹169 Crore On Higher Volumes And Export Demand

Mumbai: Aarti Industries Limited (AIL) reported strong earnings for the second quarter and half-year of FY27, ending September 30, 2026. The specialty chemicals firm achieved its highest-ever quarterly revenue and EBITDA, fueled by increased production volumes and export demand. For Q2 FY27, EBITDA rose by 44% to ₹418 crore, marking a significant increase from ₹291 crore in the same quarter last year.

The surge in volumes contributed to the revenue growth, with exports playing a key role. In the first half of FY27, Aarti Industries generated revenue of ₹6,513 crore. EBITDA stood at ₹802 crore, alongside profit after tax (PAT) of ₹324 crore. On October 13, 2026, AIL inked a significant manufacturing and supply agreement with a global speciality chemicals company, valued at around ₹1,500 crore over a 10-year period.

The dedicated facility's commercial operations are slated for FY29. Capacity expansion in Zone IV commenced in September 2026, with the Calcium Chloride (CaCl2) facility and part of the Multipurpose Plant (MPP) now operational. Additional capacities in Zone IV are set for commissioning in the third and fourth quarters of FY27. An unfortunate incident at Aarti Pharmalabs Hospital in Palghar, where 17 workers were hospitalized due to a chemical leak, emphasizes the ongoing challenges of industrial accidents in the Tarapur MIDC region.

Despite these setbacks, AIL remains committed to operational enhancements, including expanding fuel additives capacity from 290 KTPA to 360 KTPA. The management, led by Managing Director and CEO Suyog Kotecha, highlighted the company's strategic focus on expanding market participation, strengthening customer partnerships, and developing capabilities to meet diverse global requirements.