Aarti Industries has announced the newspaper publication of its audited financial results for the quarter and year ended March 31, 2026. The results were published in the Financial Express (English & Gujarati) on May 6, 2026, pursuant to Regulation 30 and 47 of the SEBI (LODR) Regulations, 2015. The Board of Directors had previously approved the results at its meeting held on May 4, 2026.

On a consolidated basis, the company posted a net profit of Rs 137 Crs for Q4 FY26, up from Rs 96 Crs in Q4 FY25, while full-year consolidated net profit rose to Rs 419 Crs from Rs 331 Crs in FY25. Q4 FY26 consolidated EBITDA stood at Rs 343 Crs versus Rs 270 Crs in Q4 FY25, with the EBITDA margin expanding to 15.56% from 13.75% year-on-year. The Board has recommended a dividend of Re 1/- (20%) per equity share of face value Rs 5/- each for FY26.

Consolidated Financial Performance

Aarti Industries delivered broad-based improvement across revenue and profitability on a consolidated basis. Consolidated net revenue from operations grew to Rs 2,206 Crs in Q4 FY26 from Rs 1,949 Crs in Q4 FY25, while full-year consolidated net revenue from operations rose to Rs 8,286 Crs from Rs 7,269 Crs in FY25. Total consolidated income for the full year stood at Rs 8,291 Crs versus Rs 7,287 Crs in FY25. The consolidated operating margin (EBITDA less other income as a percentage of gross revenue) expanded to 14.15% in Q4 FY26 from 11.89% in Q4 FY25, and to 12.95% for the full year from 12.40% in FY25.

The table below presents key consolidated financial metrics:

Standalone Financial Performance

On a standalone basis, Aarti Industries reported net revenue from operations of Rs 2,439 Crs in Q4 FY26, compared to Rs 1,992 Crs in Q4 FY25. Full-year standalone net revenue from operations grew to Rs 8,422 Crs from Rs 7,302 Crs in FY25. Standalone net profit for Q4 FY26 came in at Rs 147 Crs versus Rs 99 Crs in Q4 FY25, while full-year standalone net profit rose to Rs 422 Crs from Rs 340 Crs in FY25. The standalone operating margin improved to 13.16% in Q4 FY26 from 11.76% in Q4 FY25, and to 12.70% for the full year from 12.40% in FY25.

The table below presents key standalone financial metrics:

Balance Sheet and Liquidity

The company's consolidated total assets stood at Rs 13,299 Crs as at March 31, 2026, up from Rs 11,114 Crs as at March 31, 2025, reflecting continued capital investment. Consolidated total equity increased to Rs 5,955 Crs from Rs 5,605 Crs. Consolidated cash and cash equivalents rose significantly to Rs 583 Crs from Rs 199 Crs. Capital work-in-progress stood at Rs 2,030 Crs, indicating ongoing capacity expansion. The consolidated net debt-equity ratio stood at 0.72 as at March 31, 2026, compared to 0.62 as at March 31, 2025, while the current ratio was 0.83.

Cash Flow Highlights

On a consolidated basis, net cash flow from operating activities for FY26 was Rs 781 Crs, compared to Rs 1,238 Crs in FY25, with the decline primarily driven by an increase in trade receivables. Net cash used in investing activities was Rs 1,142 Crs, largely on account of additions to property, plant and equipment and capital work-in-progress of Rs 1,124 Crs. Net cash from financing activities was Rs 745 Crs, supported by proceeds from long-term and other borrowings, partially offset by finance costs and dividend payments.

Key Financial Ratios

The table below presents select key financial ratios on both standalone and consolidated bases:

Key Corporate Disclosures

The company operates in a single reportable segment — Specialty Chemicals. Aarti Industries has retained its long-term issuer and bank facilities credit ratings of AA-/Negative from CRISIL and India Ratings, while its commercial papers carry an A1+ rating from both agencies. As at March 31, 2026, commercial papers (listed) outstanding stood at Rs 300 Crs. During Q4 FY26, 500 equity shares of Rs 5/- each were issued and allotted under the Aarti Industries Limited Performance Stock Option Plan 2022 (PSOP 2022), taking the paid-up share capital to Rs 1,81,29,71,845/-. The company has 7 direct subsidiaries, 2 indirect subsidiaries, and 2 joint ventures as at March 31, 2026. The audited financial results carry an unmodified audit opinion from statutory auditors Gokhale & Sathe, Chartered Accountants (Firm Registration No. 103264W).

Newspaper Publication and Conference Call

In continuation of its intimation dated April 28, 2026, Aarti Industries has informed the stock exchanges that the audio recording of the Investor/Analyst Quarterly Earnings Conference Call on the audited financial results for the quarter and year ended March 31, 2026 has been uploaded on the company's website. Additionally, the company has submitted copies of the newspaper publication of the Audited Financial Results published in the Financial Express on May 6, 2026. The disclosures were made pursuant to Regulation 30 and 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Key Highlights

• Consolidated net profit rose to Rs 419 Crs in FY26 from Rs 331 Crs in FY25; Q4 FY26 consolidated net profit at Rs 137 Crs vs Rs 96 Crs in Q4 FY25
• Q4 FY26 EBITDA stood at Rs 343 Crs vs Rs 270 Crs in Q4 FY25; EBITDA margin expanded to 15.56% from 13.75% year-on-year
• Standalone net profit grew to Rs 422 Crs in FY26 from Rs 340 Crs in FY25
• Consolidated operating margin expanded to 12.95% in FY26 from 12.40% in FY25
• Dividend of Re 1/- (20%) per equity share of Rs 5/- face value recommended for FY26
• Credit ratings retained at AA-/Negative (long-term) and A1+ (commercial papers) from CRISIL and India Ratings
• Consolidated cash and cash equivalents increased to Rs 583 Crs from Rs 199 Crs year-on-year
• Newspaper publication of audited financial results released in Financial Express on May 6, 2026

Aarti Industries Limited has announced that the audio recording of its Quarterly Earnings Conference Call for the fourth quarter of the fiscal year 2026 is now available. The conference call was originally scheduled to discuss the company's financial performance for the quarter and year ended March 31, 2026. This update follows the initial intimation regarding the event held on Tuesday, May 5, 2026.

The company has formally communicated the availability of the recording to the stock exchanges, BSE Limited and National Stock Exchange of India Limited, in compliance with Regulation 30 of the SEBI (LODR) Regulations, 2015. The recording provides an opportunity for investors and analysts who may have missed the live session to access the management's commentary on the audited financial results.

Accessing the Recording

Investors and interested parties can access the audio recording of the conference call directly through the link provided on the company's official website. The file has been hosted on a secure cloud platform to ensure easy access for all market participants.

The communication regarding the upload was digitally signed by Raj Kumar Sarraf, Company Secretary of Aarti Industries , on May 5, 2026. The company has requested the exchanges to take the information on record. The original conference call was organized to facilitate a detailed discussion on the financial results and operational performance of the company for the specified period.