Aarti Industries Ltd (AARTIIND) Growth Catalysts - Q1 FY27 (Jun-26)
12 growth catalysts flagged by management, 3 new in the recent quarters, 5 no longer discussed.
Reported base: Revenue Rs. 2,627 crore (+41% YoY); EBITDA Rs. 385 crore (+79% YoY); PAT Rs. 155 crore (+260% YoY).
Growth catalysts
Agrochemical supply agreement
Execution across long-term supply contracts remains stable (Jun-26 p.3). Multiyear innovator supply visibility; no incremental capex disclosed on latest call.
Quantum: $150 million · Timeline: March 31, 2030 · Agrochemical intermediate · Customer/contract
Discussed on the earnings calls of Jun-26, Mar-26.
Zone IV expansion and product ramp
Zone IV capex around INR 1,800 crore; phased commissioning in FY27 with ramp across FY28–FY29. Mgmt targets 5–10 products in FY27 scaling to 25–30 by FY28.
Quantum: INR ~1,800 crore capex program · Timeline: FY27; FY28 and FY29 · Non-Energy · Capacity
Discussed on the earnings calls of Jun-26, Mar-26, Dec-25.
10 more growth catalysts on the Stocksigma ELITE plan.
Guidance & timelines
- FY28 EBITDA: INR1,800 crore EBITDA guidance; includes Augene JV EBITDA (Timeline: FY28)
- Augene commissioning: Joint venture commissioning (Timeline: Q2 FY27)
9 more guidance items on ELITE.