Aarti Industries delivered strong Q1 FY27 results, with Revenue up 57% YoY and PAT soaring 260% YoY, alongside a 79% YoY rise in EBITDA.

Revenue growth mainly came from passing on higher input prices.

The Middle East conflict impacted the energy segment, leading to volume shifts to other markets.

Agrochemicals and Pharma showed stable demand, while Polymer & Additives faced softness.

Key developments include completing fuel additives capacity expansion to 360 kTPA.

The JV with Superform for DCA downstream is nearing commissioning in Q2 FY27. The Re Aarti plastics recycling project is underway, expected H2 FY27, though facing a 3-month labor-related delay.

The company is actively driving cost savings across value chains and leveraging digital & AI for efficiency improvements.

Strategically, AIL focuses on a 3-year plan to boost EBITDA via cost optimization (₹150-200 Cr), volume/margin ramp-up (₹350-550 Cr), and CAPEX-led growth (₹300-450 Cr) from new projects.

Management targets an EBITDA range of ₹1,800-2,200 Cr with Debt/EBITDA below 2.5x, expecting consistent volume growth, despite a 2-quarter delay for Zone 4 projects.