In an exchange filing, the speciality chemicals manufacturer said the agreement will run through March 31, 2030, converting an existing annual engagement into a structured medium-term supply contract with higher volumes.
Under the agreement, Aarti Industries will manufacture and supply a critical agrochemical intermediate used in crop-protection formulations for global agricultural markets.
Commenting on the development, CEO Suyog Kotecha said the agreement reinforces the company’s role as a trusted partner to global agrochemical innovators.
The company said the contract is expected to generate approximately $150 million in revenue over the contract period.
“The agreement enhances our long-term earnings visibility and reflects continued progress in strengthening our speciality chemicals portfolio through high-value, sustainable partnerships,” Kotecha added.
Aarti Industries said the agreement is expected to support higher capacity utilisation and volumes without requiring additional capital expenditure.
The company also noted that demand for agrochemical intermediates remains strong globally, driven by the need for crop-protection solutions and increasing preference for reliable, integrated supply partners.
For the December quarter, Aarti Industries posted a near three-fold increase in its net profit at ₹133 crore compared with ₹46 crore in Q3FY25. Revenue rose 26% year-on-year to ₹2,319 crore from ₹1,843 crore in the year-ago period.
The company’s EBITDA grew 38.8% YoY to ₹322 crore from ₹232 crore last year, and the margin expanded to 13.9% from 12.6% in the same quarter last year.
Following the announcement, shares of the company jumped over 5.5%. As of 11.18 am, the stock was trading 4.43% up at ₹449.20. It has delivered over 15% returns in the past six months.
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