Aarti Industries Reports 130% Jump in Q2 Net Profit, Boosted by Exceptional Income
Aarti Industries, a specialty chemicals manufacturer, reported a significant increase in its Q2 FY2026 financial performance. Net profit surged 130% to Rs 101.00 crores from Rs 44.00 crores in the previous quarter. Revenue from operations rose 27.4% to Rs 2,085.00 crores. The company recorded exceptional income of Rs 22.00 crores, primarily from interest on historic income tax appeals. However, half-year net profit decreased to Rs 144.00 crores from Rs 193.00 crores year-over-year. The company maintains AA/Stable credit ratings and had Rs 400.00 crores in outstanding commercial papers as of September 30, 2025.

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Aarti Industries , a leading specialty chemicals manufacturer, has reported a significant increase in its net profit for the quarter ended September 30, 2025. The company's financial performance shows notable growth in both revenue and profitability.
Financial Highlights
- Net profit surged to Rs 101.00 crores, marking a 130% increase from Rs 44.00 crores in the previous quarter.
- Revenue from operations rose to Rs 2,085.00 crores from Rs 1,636.00 crores quarter-on-quarter, representing a 27.4% growth.
- The company recorded exceptional income of Rs 22.00 crores, primarily from interest income on historic income tax appeals.
Quarterly Performance Breakdown
| Particulars (in Rs Crores) | Q2 FY2026 | Q1 FY2026 | QoQ Change |
|---|---|---|---|
| Revenue from Operations | 2,085.00 | 1,636.00 | +27.4% |
| Net Profit | 101.00 | 44.00 | +130% |
| Exceptional Income | 22.00 | - | N/A |
Key Factors Influencing Results
Exceptional Income: The company received Rs 29.00 crores in interest income from favorable rulings on historic income tax appeals for assessment years 2010-11 to 2019-20.
Provision for Advance Payment: Aarti Industries made a Rs 7.00 crores provision for an advance payment to an NBFC for land purchase, which is currently under dispute.
Half-Year Performance: For the half-year period, net profit decreased to Rs 144.00 crores from Rs 193.00 crores in the previous year.
Operational Highlights
- The company operates primarily in the specialty chemicals segment.
- Aarti Industries maintains AA/Stable credit ratings from CRISIL and India Ratings.
- Commercial papers outstanding as of September 30, 2025, stood at Rs 400.00 crores.
Management Commentary
Rajendra V. Gogri, Chairman and Managing Director of Aarti Industries, stated in the company's financial results, "The Board of Directors has approved the Unaudited Standalone and Consolidated Financial Results for the Quarter and Half Year ended September 30, 2025, upon recommendation of the Audit Committee."
Future Outlook
While the company has shown strong growth in the second quarter, it remains cautious about future prospects. The provision for the disputed land purchase advance indicates a prudent approach to potential risks.
Aarti Industries' focus on the specialty chemicals segment and its stable credit ratings suggest a solid foundation for future operations. However, investors should note that past performance does not guarantee future results, and market conditions may impact the company's performance in upcoming quarters.
Note: All financial figures are based on the standalone results provided in the company's official statement.
Historical Stock Returns for Aarti Industries
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.40% | +2.01% | +3.46% | -10.29% | -25.11% | -19.02% |








































