Aarti Industries Ltd (BOM:524208)
₹ 587.15 4.15 (0.71%) Market Cap: 212.85 Bil Enterprise Value: 244.00 Bil PE Ratio: 43.74 PB Ratio: 4.00 GF Score: 79/100
Back to the Transcripts List

Q4 2024 Aarti Industries Ltd Earnings Call Transcript

May 13, 2024 / NTS GMT
Release Date Price: ₹669.2 (-0.49%)

Key Points

Positve
  • Aarti Industries Ltd (BOM:524208) reported a resilient performance with annual revenue of INR7,012 crore and EBITDA of INR984 crore for FY24.
  • The company recommended a dividend of INR1 per share, reflecting a 20% payout for FY24.
  • Consolidated revenue increased by 3.5% to INR955 crore in Q4 FY24 over the previous quarter, with EBITDA growing by 5.6% to INR283 crore.
  • The company plans to invest INR1,500 crore to INR1,800 crore in FY25 for project expansion, indicating strong future growth prospects.
  • Aarti Industries Ltd (BOM:524208) maintained its EBITDA guidance of INR1,450 crore to INR1,700 crore for FY25, supported by volume growth and new capacity launches.
Negative
  • The global macroeconomic environment remains subdued, impacting demand in non-discretionary segments.
  • Volume numbers were lower on a quarter-on-quarter basis, particularly in the agrochemical segment, which remains under pressure.
  • Nitrochlorobenzene and Nitrotoluene production volumes declined compared to the previous quarter and the same quarter last year.
  • The company faced challenges due to geopolitical crises impacting global supply chains and logistics.
  • There were disruptions in nitric acid supply, which impacted production volumes and may continue to pose challenges until FY26.
Operator

Ladies and gentlemen, good day, and welcome to Aarti Industries Limited Q4 FY24 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Nishid Solanki from CDR India. Thank you, and over to you, sir.

Nishid Solanki
CDR India Pvt Ltd. - Analyst

Good afternoon, everyone, and thank you for joining us on Aarti Industries Q4 FY24 earnings conference call. Today, we are joined by senior members of the management team, including Mr. Rajendra Gogri, Chairman and Managing Director, Mr. Rashesh Gogri, Vice Chairman and Managing Director, and Mr. Chetan Gandhi, Chief Financial Officer.

We will commence the call with opening thoughts from Mr. Rajendra Gogri, post which we shall open the forum for Q&A, whether management will be addressing queries of the participants. Just to share our standard disclaimer certain statements that may be made in today's conference call may be forward-looking in nature and a disclaimer to this effect has been included in the results presentation that

Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.