StockWatch
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Specialty Chemicals
Deals13 Oct 2026, 02:38 pm

Aarti Industries Signs 10+ Yr Deal Worth ₹1,500 Cr

AI Summary

Aarti Industries Limited (AIL) has entered into a 10+ year strategic manufacturing and supply agreement with a global speciality chemical company. This dedicated long-term arrangement has an estimated revenue potential of ₹1,500 crores (approximately US$150 million) over its contract term. AIL will establish and operate a dedicated manufacturing facility in India for a speciality chemical, utilizing the customer's proprietary process technology. Commercial operations are anticipated to begin in FY2028–29. This agreement expands AIL's global customer base, strengthens its manufacturing portfolio, and supports supply-chain resilience for the customer in India. The CAPEX for this facility will be less than US$25 million.

Key Highlights

  • Secured a 10+ year manufacturing and supply agreement.
  • Estimated revenue potential of ₹1,500 crores over the contract period.
  • Establishes a new customer relationship for Aarti Industries.
  • Dedicated manufacturing facility to be set up in India.
  • Commercial operations expected to commence in FY2028–29.