Aarti Industries Limited

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May 04, 2026 To, Listing/Compliance Department BSE LTD. Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001. To, Listing/Compliance Department National Stock Exchange of In

rs 1,100

+ Products 60 Exporting Countries 11 Zero Liquid Discharge Plants 2 State-of-the art R&D Centers 1,100+ Domestic & Global Customers 16 Manufacturing Plants 5 Co-generation Power Plants 6000+ Employ

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11 Zero Liquid Discharge Plants 2 State-of-the art R&D Centers 1,100+ Domestic & Global Customers 16 Manufacturing Plants 5 Co-generation Power Plants 6000+ Employees 5 Our Ethos AIL VALUES PURP

2%

roller coaster year Sustainability ● DJSI | Achieved a 2025 CSA score of 78 (last year 62) | Top 2% (500+ global chemical companies) ● AIL featured in the S&P Global Sustainability Yearbook 2026 Par

70%

cess through the use of digital and advanced analytics and best in class engineering solutions with 70% of the ideas implemented and generating value Engagement ● Won Gallup Exceptional Workplace Awar

9%

ngthening of employee experience and culture 8 Q4 & FY26 Highlights (Consolidated) ₹ in Cr YoY: 9%▲ QoQ:3%▼ YoY: 30%▲ QoQ: 6%▲ YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26

3%

g of employee experience and culture 8 Q4 & FY26 Highlights (Consolidated) ₹ in Cr YoY: 9%▲ QoQ:3%▼ YoY: 30%▲ QoQ: 6%▲ YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenu

30%

yee experience and culture 8 Q4 & FY26 Highlights (Consolidated) ₹ in Cr YoY: 9%▲ QoQ:3%▼ YoY: 30%▲ QoQ: 6%▲ YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA

6%

ence and culture 8 Q4 & FY26 Highlights (Consolidated) ₹ in Cr YoY: 9%▲ QoQ:3%▼ YoY: 30%▲ QoQ: 6%▲ YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA PAT Yo

43%

ulture 8 Q4 & FY26 Highlights (Consolidated) ₹ in Cr YoY: 9%▲ QoQ:3%▼ YoY: 30%▲ QoQ: 6%▲ YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA PAT YoY: 12%▲ Y

12%

YoY: 43%▲ QoQ: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA PAT YoY: 12%▲ YoY: 15%▲ YoY: 27%▲ 9 Volumes increased across various products such as MMA, NT, DCB, MEA

15%

Q: 3%▲ Revenue increased due to: Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA PAT YoY: 12%▲ YoY: 15%▲ YoY: 27%▲ 9 Volumes increased across various products such as MMA, NT, DCB, MEA China Anti-

“Pharma volumes operating at steady levels and expected to improve going forward.”

“• PEDA capacity under commissioning trials • Volumes in Europe and African markets are expected to • Gradual uptick in volumes witnessed in select products • Initiated customer engagements for Zone IV products expected to come on stream gradually from Q4FY26 • Entered into 4 yr supply contract for supply of existing product with a target revenue of about $150 mn.”

Revenue increased due to

1

Revenue increased due to

Q3FY25 Q2FY26 Q3FY26 Revenue EBITDA PAT YoY: 12%▲ YoY: 15%▲ YoY: 27%▲ 9 Volumes increased across various products such as MMA, NT, DCB, MEA China Anti-involution supporting margin upticks in products such as PNCB Business Volumes (Q4) Energy Non-Energy YoY: 98% ▲ QoQ: 4% ▼ YoY: 9% ▲ QoQ: 13%▲ Volume growth witnessed across all key products, except MPDA. Agro Margins continues to remain under pressure. Other Factors Working capital increased due to increase in exports. Resulting in increase in debt and finance costs. Finance costs includes revaluation impact of about ₹ 39 crs in respect of the unhedged foreign currency long term loans caused due to steep depreciation of ₹ vs $ Capacities and utilization trend for few major products Product Groups Capacity (in KTPA) FY25 (kT) Q4 FY25 (kT) Q3 FY26 (kT) Q4 FY26 (kT) FY26 (kT) Q-o-Q Y-o-Y Q4 Y-o-Y Yearly FY26 Utilization% NCB DCB Hydrogenation PDA NT Ethylation MMA 108 120 60 12 45 25-30 290+ 85.3 88.6 44.4 3.9 29.4 14.5 123 23.9 20.4 11.6