Conference Call with Aarti Industries Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Aarti Industries announced Q4FY26 & FY26 results Standalone Financial Highlights: Total Income: For Q4FY26, the company reported a total income of Rs 2,439 crore, representing a YoY increase of 22.26% from Rs 1,995 crore in Q4FY25 and a QoQ growth of 7.02% from Rs 2,279 crore in Q3FY26. On an annual basis, total income for FY26 stood at Rs 8,430 crore, up 15.09% from Rs 7,325 crore in FY25. Net Revenue from Operations: Net revenue for Q4FY26 was Rs 2,439 crore, showing a YoY growth of 22.44% compared to Rs 1,992 crore in Q4FY25 and a QoQ growth of 7.16% compared to Rs 2,276 crore in Q3FY26. Annual net revenue for FY26 reached Rs 8,422 crore, an increase of 15.34% over Rs 7,302 crore in FY25. Net Profit: The company earned a net profit of Rs 147 crore in Q4FY26, a YoY increase of 48.48% from Rs 99 crore in Q4FY25 and a QoQ increase of 12.21% from Rs 131 crore in Q3FY26. Annual net profit for FY26 was Rs 422 crore, growing by 24.12% compared to Rs 340 crore in FY25. Earnings Per Share (EPS): Basic EPS for Q4FY26 stood at Rs 4.05, while the annual basic EPS for FY26 was Rs 11.65, compared to Rs 9.37 in FY25. Profit Before Tax (PBT): PBT for Q4FY26 was Rs 119 crore, a YoY growth of 29.35% from Rs 92 crore and a QoQ growth of 2.59% from Rs 116 crore. For FY26, standalone PBT stood at Rs 365 crore. Consolidated Financial Highlights: Total Income: Consolidated total income for Q4FY26 was Rs 2,205 crore, a YoY growth of 12.96% from Rs 1,952 crore in Q4FY25, but a QoQ decline of 5.00% from Rs 2,321 crore in Q3FY26. Annual consolidated total income for FY26 reached Rs 8,291 crore, up 13.78% from Rs 7,287 crore in FY25. Net Revenue from Operations: For Q4FY26, consolidated net revenue stood at Rs 2,206 crore, up 13.19% YoY from Rs 1,949 crore and down 4.87% QoQ from Rs 2,319 crore. Annual consolidated net revenue for FY26 was Rs 8,286 crore, a growth of 13.99% compared to Rs 7,269 crore in FY25. Net Profit: Consolidated net profit for Q4FY26 was Rs 137 crore, representing a YoY increase of 42.71% from Rs 96 crore and a QoQ growth of 3.01% from Rs 133 crore. Annual consolidated net profit for FY26 reached Rs 419 crore, reflecting a 26.59% increase over Rs 331 crore in FY25. Earnings Per Share (EPS): Consolidated annual basic EPS for FY26 was Rs 11.56, compared to Rs 9.13 in FY25. Profit Before Tax (PBT): Consolidated PBT for Q4FY26 reached Rs 111 crore, showing a YoY growth of 26.14% from Rs 88 crore and a QoQ decline of 5.93% from Rs 118 crore. Business Highlights Segment Performance: The company reported that it operates in only one reportable segment, which is 'Specialty Chemicals'. Dividend Recommendation: The Board of Directors has recommended a dividend of Re 1/- per equity share (20%) of face value of Rs 5/- each for FY26, subject to shareholder approval. Commercial Paper: The company repaid all commercial papers on their respective due dates during the period. As of March 31, 2026, listed commercial papers worth Rs 300 crore were outstanding. Equity Share Allotment: During Q4FY26, 500 equity shares were issued and allotted under the 'Aarti Industries Limited Performance Stock Option Plan 2022', bringing the total paid-up share capital to Rs 1,81,29,71,845/-. Subsidiary Network: As of March 31, 2026, the company has seven direct subsidiaries, two indirect subsidiaries, and two joint ventures. Result PDF