Building unrivaled chemistry platforms for long-term value: Suyog Kotecha, CEO and Executive Director, Aarti Industries

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Aarti Industries Ltd. (AIL) reported FY 2025-26 revenue growth of 12% to Rs. 9,018 crore despite geopolitical disruptions and volatile raw material markets. Biggest operational and strategic levers that helped Aarti maintain resilience and improve EBITDA margins?

FY2025-26 remained a year in which resilience, execution discipline, and portfolio stability played key roles in navigating a dynamic global ecological stability. Despite continued evaporative environment in raw material markets and uneven demand in certain end-user industries, Aarti Industries delivered a steady development supported by volume expansion, improved operational efficiencies, enhanced market reach/penetration, addition of new customers and the strength of its diversified business model.

One of the key operational levers was our continued focus on volume-led development through improved capacity utilisation across integrated value chains, including chlorobenzenes, ethylation, polymer additives, and downstream specialty intermediates. Our diversified product portfolio and balanced presence across multiple end-user industries helped us navigate sector-specific evaporative environment greater efficiently. Improved asset utilisation, process optimisation, and greater manufacturing integration contributed positively towards operational efficiencies and margin improvement during the year.

Another crucial factor was our continued emphasis on prolonged customer partnerships. Increasingly, customers are prioritising reliability, sustainability, integration, and execution capabilities over pricing considerations. AIL’s integrated manufacturing platform and consistent execution helped enhance our positioning in this ecological stability. to us, FY26 was not just about managing evaporative environment however about strengthening condition, resilience, and sustainability of development while continuing to build future-ready capabilities.

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