Aarti Industries Limited has received an ESG rating of 65 from NSE Sustainability Ratings & Analytics, as disclosed in a regulatory filing dated February 18, 2026. The rating was communicated to the company via email on February 17, 2026, and reflects the company's performance on Environmental, Social and Governance parameters.

ESG Rating Details

The NSE Sustainability Ratings & Analytics assigned the rating independently without any engagement from the company. This disclosure was made under Regulation 30 of the SEBI (LODR) Regulations, 2015, highlighting the company's compliance with regulatory requirements for ESG rating disclosures.

Comparison with Global Rating Agencies

Aarti Industries has also been evaluated by other internationally recognized ESG rating providers, showing significantly different results:

Company's Response and Appeal Process

The company has expressed concerns regarding the variance between the NSE rating and those assigned by other global agencies. Aarti Industries stated that the NSE rating does not fully reflect their current sustainability performance and disclosures. Due to this notable difference, the company is initiating an appeal process.

The appeal will involve providing additional granular clarity to the NSE rating agency to ensure the rating aligns with the company's documented ESG initiatives. This step demonstrates the company's commitment to accurate representation of its sustainability efforts.

Regulatory Compliance

The ESG rating disclosure fulfills the company's obligations under SEBI regulations and has been made available on the company's website at www.aarti-industries.com . The filing was signed by Company Secretary Raj Sarraf on February 18, 2026, ensuring proper corporate governance procedures were followed in the disclosure process.

Aarti Industries Limited has released the complete transcript of its quarterly earnings conference call for Q3FY26, providing comprehensive insights into the company's financial performance and strategic outlook. The call was held on February 3, 2026, with the transcript made available through regulatory filing dated February 10, 2026.

Strong Financial Performance in Q3FY26

The company delivered robust financial results for the quarter, demonstrating resilience amid challenging global conditions. Key performance metrics showed significant improvement across multiple parameters.

Business Segment Performance

The energy business, led by MMA (Methyl Methacrylate), continued as a key growth driver with robust volumes supported by strong demand and favorable feedstock spreads. The company is scaling up MMA capacities from 290+ KT to 360 KT, expected to be available by Q4FY26.

Global Trade Developments Impact

Management highlighted three major developments positively impacting the chemical sector. The India-EU Free Trade Agreement is expected to generate growth opportunities for exports and strategic partnerships in specialty chemicals. China's "anti-involution" strategy aims to curb hyper-competition and excess capacity, potentially leading to more rational global pricing. The US-India Trade deal provides relief from tariff headwinds and is expected to boost US business.

Product Portfolio Diversification

The company's export strategy shows strong geographical diversification, with the US market resuming volumes despite tariff challenges. MMA constitutes 50-60% of US exports, while PDCB accounts for 15-25%, and MEA makes up the remainder. The company absorbed part of US tariffs while witnessing resumed US volumes, leading to higher capacity utilization.

Future Growth Strategy

Aarti Industries is pivoting toward Advanced Materials space, moving from bulk products to high-value, application-led solutions. Zone 4 remains a transformational growth platform, with MPP, Chloro toluene, and downstream process blocks expected to be commissioned in phases during the current calendar year using indigenous technology.

Regulatory Compliance

The transcript disclosure was made under Regulation 30 of SEBI (LODR) Regulations, 2015, addressed to both BSE Limited and National Stock Exchange of India Limited. Company Secretary Raj Kumar Sarraf signed the regulatory communication, ensuring compliance with listing requirements.

Source: Regulatory Filing