Aarti Industries Ltd Share Price – NSE /  BSE

Chemicals, Small Cap

The agreement, valid through 31 March 2030, significantly increases volumes over the current annual engagement and is expected to generate revenue of approximately $150 million over the contract period, enhancing AIL?s revenue visibility in the medium to long term.

Under the terms of the contract, AIL will manufacture and supply the intermediate using its integrated, scalable manufacturing platform, process chemistry expertise, and established global regulatory compliance framework. The company has adequate capacity to meet the requirements without any incremental capital expenditure. The intermediate will be used by the customer in the production of crop-protection products for global agricultural markets.

The collaboration reinforces AIL?s position as a trusted strategic partner for global agrochemical innovators and strengthens its participation in high-value, long-term speciality chemical supply chains. The contract also highlights India?s growing importance as a global manufacturing hub for speciality chemicals, supporting resilient supply chains, diversified sourcing, and alignment with the Make in India initiative.

Suyog Kotecha, CEO of Aarti Industries, said: ?This medium-term agreement further reinforces Aarti Industries' position as a trusted partner to global agrochemical innovators. Our strength lies in deep process chemistry expertise, integrated manufacturing value chains, and the ability to deliver reliable and scalable supply solutions. The agreement enhances our long-term earnings visibility and reflects continued progress in strengthening our speciality chemicals portfolio through high-value, sustainable partnerships.?

Aarti Industries, the flagship company of the Aarti group, manufacturing organic and inorganic chemicals at its major facilities in Vapi, Jhagadia, Dahej and Kutch, in Gujarat and in Tarapur in Maharashtra. The company has a strong market position in the NCB-based specialty chemicals segment.

The company?s consolidated net profit soared 189.13% to Rs 133 crore on 22.27% rise in revenue from operations to Rs 2,492 crore in Q3 FY26 over Q3 FY25.

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Aarti Industries 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. The agreement is expected to generate revenue of approximately USD 150 million over the contract period, providing AIL with enhanced revenue visibility in the medium to long term.

Under the terms of the agreement, AIL will manufacture and supply the intermediate, leveraging its integrated, scalable manufacturing platform, deep process chemistry expertise, and established global regulatory compliance framework. AIL has adequate capacities to meet this requirement and thus this contract supports AIL to attain higher capacity utilisation and volumes without incremental capex. The intermediate will be used by the customer in the manufacturing and formulation of crop-protection products for global agricultural markets.

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Aarti Industries (AIL) announced entering into a material amendment to its exclusive long-term supply agreement originally signed with leading global chemical company. 

Under the agreement, one of the critical feedstock was provided by the customer. As part of the extended scope, AIL will undertake a backward integration project to set up a plant that shall manufacture a significant share of this key feedstock in-house, thereby transitioning to a highly integrated, end-to-end manufacturing model.

AIL expects to invest approximately Rs 200-250 crore over a period of the next two years towards this upstream integration. This backwards integrated facility is expected to be set up at the same location (where the current plant is situated) to cater to requirements under the main agreement, i.e., at Dahej SEZ, Gujarat.

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Net profit of Aarti Industries rose 189.13% to Rs 133.00 crore in the quarter ended December 2025 as against Rs 46.00 crore during the previous quarter ended December 2024. Sales rose 25.77% to Rs 2318.00 crore in the quarter ended December 2025 as against Rs 1843.00 crore during the previous quarter ended December 2024.

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