Aarti Industries Limited (AIL), a global manufacturer of speciality chemicals, has signed a significant multi-year supply agreement with a leading global agrochemical innovator valued at approximately $150 million. The contract will run until March 31, 2030, converting an earlier annual engagement into a structured medium-term supply arrangement with higher volumes.
Following the announcement, the company’s share price gained sharply, rising as much as 5.5% during trading on March 12, 2026, despite weak broader market sentiment. Around 11:18 AM, the stock was trading 4.43% higher at ₹449.20, and by 11:27 AM IST, it was trading near ₹451, up 4.85% from the previous close of ₹430.15.
During the session, the stock touched an intraday high of ₹454.50, representing a 5.70% increase, while the intraday low stood at ₹420.30.
Under the agreement, AIL will manufacture and supply a critical agrochemical intermediate used in crop-protection formulations for the global agricultural market. The product will be used by the customer in the manufacturing and formulation of crop-protection products used worldwide.
The agreement converts an earlier annual supply engagement into a structured medium-term contract and involves a substantial increase in supply volumes. Over the contract period, the deal is expected to generate approximately $150 million in revenue, providing the company with improved medium- to long-term earnings visibility.
According to the company, it already has adequate manufacturing capacity to meet the requirements of the agreement. As a result, the contract is expected to increase capacity utilisation and production volumes without requiring any additional capital expenditure (capex).
The company plans to leverage its integrated and scalable manufacturing platform, along with its process chemistry expertise and global regulatory compliance framework, to deliver the required volumes efficiently.
The company noted that global demand for agrochemical intermediates remains strong, driven by the increasing need for crop-protection solutions and a growing preference among multinational companies for reliable and integrated supply partners.
The agreement also highlights India’s growing role as a global hub for speciality chemical manufacturing and aligns with the government’s “Make in India” initiative, which aims to strengthen domestic manufacturing and build resilient global supply chains while reducing geopolitical supply risks.
Aarti Industries Limited reported strong financial performance in the December quarter (Q3FY26). The company’s net profit nearly tripled to ₹133 crore, compared with ₹46 crore in Q3FY25.
Revenue during the quarter increased 26% year-on-year to ₹2,319 crore, up from ₹1,843 crore in the same period last year. The company’s EBITDA rose 38.8% to ₹322 crore, compared with ₹232 crore a year earlier, while the EBITDA margin improved to 13.9% from 12.6%.
The stock of Aarti Industries Limited has delivered steady returns in recent months. The share price has gained over 15% in the past six months, while it has risen 19.14% year-to-date and 14.26% over the past year, reflecting continued investor confidence in the company’s speciality chemicals growth strategy.
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