Aarti Industries USD 150 Million Agrochemical Supply Contract; Shares Rise 5.28%

Mumbai, March 12: Aarti Industries Limited secured a multi-year agrochemical intermediate supply agreement valued at approximately USD 150 million with a global agrochemical innovator, according to a press release disclosed under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 on March 12, 2026. The development coincided with buying activity in the stock, which traded at ₹452.85, up 5.28%, as of 1:59 PM IST on March 12, 2026.

Medium-Term Agrochemical Supply Agreement Signed

Aarti Industries Limited (AIL) announced that it has entered into a structured medium-term supply contract with a leading global agrochemical company for a critical intermediate used in crop protection formulations.

The agreement converts an existing annual engagement into a structured multi-year supply programme running through March 31, 2030. The contract value is estimated at approximately USD 150 million across the tenure, enhancing revenue visibility for the specialty chemicals manufacturer over the medium to long term.

Under the terms of the arrangement, AIL will manufacture and supply the agrochemical intermediate using its integrated manufacturing platform and process chemistry capabilities. The company stated that it has adequate installed capacities to fulfil the supply commitment, allowing the increased volumes to be serviced without incremental capital expenditure.

The intermediate will be deployed by the customer in the manufacturing and formulation of crop protection products intended for global agricultural markets.

Share Price Reaction

Aarti Industries share price advanced in intraday trading following the disclosure of the agreement.

The stock was trading at ₹452.85, up ₹22.70 or 5.28%, as of 1:59 PM IST on March 12, 2026, compared with the previous close of ₹430.15, according to exchange data. So far during the session the stock opened at ₹430.00 and touched a high of ₹456.75 and a low of ₹420.30.

The announcement signals improved demand visibility for one of AIL’s specialty chemical intermediates and suggests improved capacity utilisation levels across its manufacturing network over the contract period.

Management Commentary

Suyog Kotecha, Chief Executive Officer of Aarti Industries Limited, said the agreement reinforces the company’s positioning within global agrochemical supply chains.

“This medium-term agreement further reinforces Aarti Industries’ position as a trusted partner to global agrochemical innovators. Our strength lies in deep process chemistry expertise, integrated manufacturing value chains, and the ability to deliver reliable and scalable supply solutions,” Kotecha said in the company statement.

He added that the arrangement strengthens long-term earnings visibility and reflects continued progress in expanding the company’s specialty chemicals portfolio through high-value partnerships.

Company Background

Aarti Industries Limited is a specialty chemicals manufacturer engaged in process chemistry-driven products used across pharmaceuticals, agrochemicals, polymers, additives and pigments.

The company operates integrated manufacturing complexes and supplies intermediates to major global chemical and agrochemical manufacturers. According to company disclosures, AIL ranks among the top global suppliers for several of its specialty chemical product lines and serves both domestic and international customers.

Its operating strategy centres on process development capabilities, scale manufacturing and long-term customer supply arrangements, enabling participation in global specialty chemical value chains.

Conclusion

The USD 150 million contract expands Aarti Industries’ participation in the agrochemical intermediate segment and strengthens medium-term revenue visibility through 31 March 2030. With existing manufacturing capacities expected to support the incremental volumes, the agreement could improve asset utilisation while reinforcing the company’s position within global crop-protection supply chains.

Source:

• https://nsearchives.nseindia.com/corporate/AARTIIND_12032026104911_AARTIIND_PressRelease.pdf
• https://www.nseindia.com/get-quote/equity/AARTIIND/Aarti-Industries-Limited