Aarti Surfactants reported consolidated revenue from operations of 2.08 billion rupees in the December quarter of FY26, with net profit at 36.6 million rupees. The specialty surfactants maker continues to face margin pressure despite a healthy scale of operations, mirroring recent quarters where topline growth has not fully translated into bottom-line strength.
Aarti Surfactants Limited has declared its Q3 FY26 unaudited consolidated results for the quarter ended December 31, 2025, reporting revenue from operations of 2.08 billion rupees and net profit of 36.6 million rupees. This performance follows a period of volatile margins, where earlier quarters saw revenue expansion but pronounced pressure on profitability.
In Q2 FY26, the company had reported net sales of 1,791.7 million rupees with operating profit margins around 5.2 percent and a PAT margin below 1 percent, indicating that elevated costs and weaker pricing power have been eroding operating leverage. Management has been focusing on scaling volumes, optimising product mix and managing leverage, but margin recovery remains gradual.
Key Highlights:
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Revenue from operations in Q3 FY26 stood at 2.08 billion rupees (consolidated).
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Consolidated net profit for the December quarter came in at 36.6 million rupees.
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Recent quarters have seen margin compression, with Q2 FY26 PAT margin at about 0.87 percent despite year-on-year revenue growth.
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H1 FY26 net sales grew 34.26 percent year-on-year, but net profit remained modest at 450 million rupees, underscoring profitability constraints.
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The company operates in specialty surfactants serving diverse end-user industries, with management emphasis on improving pricing, cost efficiency and product mix to restore margins over the next few quarters.
Sources: NSE, BSE, company filings, MarketsMojo, Kotak Securities, corporate website of Aarti Surfactants Limited.