AARTI INDUSTRIES LTD

Aarti Industries Limited held its Q1 FY27 Earnings Conference Call on July 31, 2026, where management discussed the company's financial and strategic performance amid a challenging macro environment. The company reported a revenue of Rs. 2,627 crore, a 41% year-on-year increase, and an EBITDA of Rs. 385 crore, up 79% year-on-year. Profit After Tax surged 260% to Rs. 155 crore. Management noted that geopolitical tensions in the Middle East affected the Energy business, reducing revenue contribution from the region. Despite elevated raw material prices impacting volumes, the company gained market share through effective supply chain management. Management highlighted ongoing capacity expansions and strategic partnerships aimed at enhancing growth. The company also achieved an EcoVadis Platinum Rating for sustainability. Management expressed confidence in long-term growth prospects, supported by a diversified portfolio and operational efficiencies, while acknowledging near-term uncertainties due to external factors.

Management highlighted both growth achievements and challenges faced in the current environment.