Aarti Industries Q2 FY27 consolidated PAT Rs 169.00 cr, revenue Rs 3,676.00 cr

What the numbers show

• Net margin was 4.61% of revenue, down 44 bps from 5.05%.
• Revenue rose 74.7% while total expenses rose 71.1%.
• Cost of materials accounted for Rs 1,252.00 cr of the Rs 1,442.00 cr rise in total expenses (86%).
• Cost of materials took 70.0% of revenue, against 62.7% a year earlier.

• Basis: Consolidated statement of financial results for the 3 months ended 30th Sep 2026 (Q2 FY27), compared with 3 months ended 30th Sep 2025 as per the statement of financial results.

• Revenue from Operations (Net): Rs 3,668.00 cr vs Rs 2,100.00 cr in the corresponding quarter previous year (statement of financial results, “a)Revenue from Operations (Net )”).

• Total Income: Rs 3,676.00 cr vs Rs 2,101.00 cr (line “Total Income”).

• Total Expenses: Rs 3,471.00 cr vs Rs 2,029.00 cr (line “Total Expenses”).

• Profit/(Loss) before Exceptional Items and Tax: Rs 204.00 cr vs Rs 72.00 cr (line “Profit/(Loss) before Exceptional Items and Tax (1-2)”).

• Exceptional Items Gain/(Loss): Rs 0.00 cr vs Rs 22.00 cr (line “Exceptional Items Gain/(Loss) (refer note no.8)”).

• Profit/(Loss) before Tax: Rs 204.00 cr vs Rs 93.00 cr (line “Profit/(Loss) before Tax (3-4)”).

• Total Tax Expenses: Rs 34.00 cr vs Rs (12.00) cr (line “Total Tax Expenses”).

• Net Profit/(Loss) for the period: Rs 169.00 cr vs Rs 106.00 cr (line “Net Profit/(loss) for the period (7-8)”).

• Profit/(loss) attributable to Owners of the Company: Rs 168.00 cr vs Rs 106.00 cr (line “a)Owners of the Company”).

• Other Comprehensive Income (items reclassified to P&L, net of taxes): Rs 0.00 cr vs Rs (12.00) cr (line “- Items that will be reclassified to Profit/Loss statement (net of taxes)”).

• Total Comprehensive Income for the period: Rs 170.00 cr vs Rs 94.00 cr (line “Total Comprehensive Income for the period (Comprising Profit (Loss) and Other Comprehensive Income for the period) (10+11)”).

• Earnings per Equity share – Basic: Rs 4.65 vs Rs 2.91 (line “(1) Basic”).

• Earnings per Equity share – Diluted: Rs 4.65 vs Rs 2.91 (line “(2) Diluted”).

• Paid-up Equity Share Capital: Rs 181.00 cr vs Rs 181.00 cr (line “Paid-up Equity Share Capital (Face Value of Rs. 5/-each)”).

In the consolidated statement of financial results for the quarter ended 30th Sep 2026, Aarti Industries reported higher “a)Revenue from Operations (Net )” and “Total Income” compared with the corresponding quarter ended 30th Sep 2025. “Total Expenses” also increased over the same period.

“Profit/(Loss) before Exceptional Items and Tax (1-2)” and “Profit/(Loss) before Tax (3-4)” were higher year-on-year. Exceptional items for the quarter ended 30th Sep 2026 are shown as Rs 0.00 cr in the consolidated statement, compared with Rs 22.00 cr in the corresponding quarter. After “Total Tax Expenses”, “Net Profit/(loss) for the period (7-8)” and “Profit/(loss) for the period attributable to a)Owners of the Company” both increased versus the prior-year quarter.

The statement of financial results also shows higher “Total Comprehensive Income for the period (Comprising Profit (Loss) and Other Comprehensive Income for the period) (10+11)” compared with the corresponding quarter, alongside higher basic and diluted earnings per equity share. The paid-up equity share capital remains at Rs 181.00 cr in both periods in the consolidated table.