Aarti Industries' Q4 FY25 Ebitda came in a tad better than our and consensus estimates led by volume led performance (17% YoY) across key verticals. Pricing pressure across the key value chains continued. The management commentary on volume trajectory across energy as well as non-energy end-user verticals was encouraging.
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Centrum Broking report
Aarti Industries Ltd. has underperformed peers over the last three-four years, wherein Ebitda growth has been muted despite consistent increase in capex. While the ‘ifs and buts' still remain, Aarti Industries is finally focusing on the controllables such as cutting capex, prudent capital allocation and implementing cost rationalization measures etc.
We resume coverage on Aarti Industries with Add rating by valuing it at 25x PE on FY27E EPS. Continued volume-led growth coupled with better quality of earnings could be the key re-rating triggers for the stock, in our view.
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