Conference Call with Aarti Industries Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Aarti Industries announced Q2FY26 results Revenue: Rs 2,250 crore, up 21% QoQ, led by improved volumes across key product categories. EBITDA: Rs 292 crore, up 36% QoQ, reflecting higher capacity utilisation and cost optimisation. PAT: Rs 105 crore, up 150 % QoQ, driven by better operating leverage and after considering exceptional items (as detailed in the financials declared earlier). CAPEX: Rs 267 crore for the quarter; FY26 outlay expected below Rs 1,000 crore, reflecting continued capital discipline. Suyog Kotecha, Executive Director & Chief Executive Officer, said: “This quarter reflected the inherent resilience and agility of our diversified portfolio. Despite US tariff headwinds, our strong customer engagement and proactive regional rebalancing helped us maintain the momentum. We are expanding our footprint in Europe, the Middle East, and Africa while optimising our US strategy to ensure long-term competitiveness. With key capacity additions nearing completion, Aarti Industries is well-positioned to capitalise on the next phase of global recovery. Our focus remains clear: to de-risk operations, accelerate innovation in high-growth chemistries, and maintain strong financial discipline. As trade flows stabilise and demand revives, we anticipate steady margin expansion across our portfolio." Result PDF