Aarti Industries’ This fall FY25 Ebitda got here in a tad higher than our and consensus estimates led by quantity led efficiency (17% YoY) throughout key verticals. Pricing stress throughout the important thing worth chains continued. The administration commentary on quantity trajectory throughout vitality in addition to non-energy end-user verticals was encouraging.
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Centrum Broking report
Aarti Industries Ltd. has underperformed friends during the last three-four years, whereby Ebitda development has been muted regardless of constant enhance in capex. Whereas the ‘ifs and buts’ nonetheless stay, Aarti Industries is lastly specializing in the controllables equivalent to reducing capex, prudent capital allocation and implementing price rationalization measures and so forth.
We resume protection on Aarti Industries with Add score by valuing it at 25x PE on FY27E EPS. Continued volume-led development coupled with higher high quality of earnings may very well be the important thing re-rating triggers for the inventory, in our view.
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