AARTIIND Q2 FY27 Guidance vs Delivery (AARTIIND Management Mirror)

FY28 EBITDA Target Reaffirmed at Rs. 1,800-2,200 Crore in Sep'26 Qtr

In the Sep'26 Qtr concall, management addressed the company's long-term profitability targets. This commentary reaffirmed the FY28 EBITDA target range of Rs. 1,800 to Rs. 2,200 crores initially guided as an aspiration in the Jun'26 Qtr concall. Looking ahead, management guides that execution across three key pillars remains on track to achieve this target, driven by 50 to 60 pipeline initiatives targeting cost and efficiency, operating leverage via volume ramp-ups, and capex-led expansions predominantly from Zone 4.