AARTIIND.NSE

Aarti Industries Ltd.

Mumbai (Maharashtra) [India], March 12: Aarti Industries Limited (AIL), a leading global manufacturer of speciality chemicals, has entered into a multi-year supply agreement with a top global agrochemical innovator for the supply of a critical agrochemical intermediate used in crop protection formulations. This agreement elevates the current annual engagement to a structured supply contract through 31st March 2030, with a significant increase in volumes.

Under the expanded arrangement, the Mumbai-based specialty chemicals maker will set up a new plant at its existing facility in Dahej SEZ, Gujarat, to manufacture a key feedstock in-house

In this briefing: Exencial Industry Tidings 05/02/2025 HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma, Aarti Industries Oil Marketing Companies: Benign crude to keep integrated margins healthy Bajaj Finance Ltd - Lower Credit Costs and Operating Leverage to Drive RoA Improvement! Aarti Industries Ltd - Performance Pick-Up Coincides with Global Headwinds Moderation 1. Exencial Industry Tidings 05/02/2025 Air-Conditioners production falls by 7.6 % in December 20 25 Bihar, Assam, Chhattisgarh among frontrunners in installing smart electricity meters Project completions in air transport & allied services industry rise to Rs.240.8 bln in Dec 2025 qtr 2. HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma, Aarti Industries Bajaj Finance: Bajaj Finance’s (BAF) Q3FY26 PAT declined by 6% YoY due to accelerated provisioning of INR 14bn (0.3% of gross advances), given the implementation of minimum LGD floor across businesses Adjusted for this one-off, operating performance remained steady with AUM growth of 22% YoY, steady NIMs (~9%), marginal normalization in credit costs (1.92%), and robust profitability (RoE of 19.7%) Management has indicated improvement in credit costs during FY27 to sub-1.8%, along with pick-up in the MSME segment Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Aarti Industries Ltd - Performance Pick-Up Coincides with Global Headwinds Moderation Chalet Hotels - ARR-Led Growth & Annuity Momentum Varun Beverages Ltd - Double-Digit Volumes; Resilient Execution Global Online Travel Agent (OTA): Macro De-Rating Creates Selective Entry Points in Travel Platforms Lucror Analytics - Morning Views Asia 1. Aarti Industries Ltd - Performance Pick-Up Coincides with Global Headwinds Moderation Resilient Performance Despite Challenging Macro Conditions: Aarti Industries (AIL) delivered a robust operating performance in Q3FY26 despite a volatile global environment. Revenues grew 26% YoY, primarily led by strong volume expansion across multiple value chains. The quarter witnessed a revival in US demand, which translated into higher capacity utilisation and improved operating leverage, even as the company absorbed a portion of US tariff-related costs. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.