Aarti Surfactants Ltd.
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ABOUT
AI Sector View
AI GENERATEDFast Moving Consumer Goods
Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.
PROS
- Company has delivered good profit growth of 47.5% CAGR over last 5 years
- Latest quarter profit grew 205.7% YoY, showing strong momentum
- Company has consistently been profitable over the last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.80x)
- Company has delivered good sales growth of 15.1% CAGR over last 5 years
CONS
- Recent results are weak - TTM profit is down 27.4% versus prior year
- Company has a low return on equity of 8.6% over last 3 years
- Company has a low return on capital employed of 11.7%
- Equity base is being diluted - shares outstanding up 11.5%
- Though reporting repeated profits, the company pays out little dividend (5.8%)
- Growth is decelerating - 3Y profit CAGR (38.3%) trails the 5Y trend (47.5%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | 1945.00 | 30.55 | 456995.50 | 2.11 | 2680.00 | -3.18 | 17341.00 | 6.24 | 28.98 | 22.76 |
| GODREJCP | 865.00 | 46.26 | 88515.88 | 2.31 | 504.52 | 11.51 | 4225.47 | 16.02 | 17.96 | 18.96 |
| DABUR | 372.00 | 33.46 | 65991.20 | 2.22 | 586.16 | 15.32 | 3764.39 | 10.57 | 21.37 | 19.68 |
| COLPAL | 1804.85 | 113.08 | 49089.33 | 2.66 | 3430.80 | 970.05 | 16033.00 | 1018.01 | 110.06 | 30.12 |
| CUPID | 279.60 | 273.68 | 37596.71 | 0.00 | 441.49 | 2841.89 | 1569.80 | 2524.64 | 33.93 | 39.70 |
| PGHH | 7620.50 | 31.28 | 24736.70 | 3.35 | 126.27 | -34.25 | 891.46 | -4.67 | 157.81 | 19.08 |
| GILLETTE | 7484.20 | 36.50 | 24387.43 | 3.21 | 159.45 | 9.44 | 783.02 | 10.80 | 90.62 | 29.09 |
| EMAMILTD | 369.10 | 21.53 | 16111.22 | 2.71 | 138.94 | -15.41 | 1039.21 | 14.95 | 29.54 | 21.61 |
| GALAXYSURF | 2289.25 | 22.94 | 8116.48 | 0.96 | 165.92 | 108.73 | 1781.90 | 39.44 | 13.39 | 13.99 |
| SFL | 688.55 | 35.05 | 7519.19 | 0.15 | 62.34 | 770.67 | 1031.94 | 25.63 | 6.76 | 10.85 |
| SAFARI | 1529.95 | 45.42 | 7496.34 | 0.26 | 47.75 | -5.43 | 588.58 | 11.51 | 21.55 | 12.81 |
| AARTISURF | 520.95 | 23.98 | 441.29 | 0.19 | 90.01 | 2957.40 | 2728.70 | 1163.88 | 9.82 | 7.43 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 149 | 144 | 139 | 159 | 143 | 151 | 163 | 202 | 216 | 179 | 208 | 256 | 273 | |
| 134 | 128 | 122 | 144 | 134 | 147 | 154 | 182 | 204 | 170 | 195 | 243 | 261 | |
| Operating Profit | 15 | 16 | 17 | 14 | 10 | 4 | 9 | 20 | 12 | 9 | 13 | 13 | 12 |
| OPM % | 9.95% | 11.30% | 12.06% | 9.04% | 6.71% | 2.47% | 5.46% | 9.75% | 5.39% | 5.22% | 6.11% | 5.16% | 4.41% |
| 0 | 0 | 0 | 0 | 0 | 6 | -0 | 1 | 0 | 0 | 0 | 0 | 0 | |
| Interest | 3 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 4 |
| Depreciation | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 5 |
| Profit before Tax | 8 | 9 | 9 | 7 | 3 | 3 | 1 | 13 | 4 | 2 | 5 | 6 | 12 |
| Tax % | 30.56% | 45.90% | 26.40% | 31.17% | 32.93% | 40.20% | 33.88% | 26.20% | 27.23% | 29.09% | 28.24% | 28.74% | 26.17% |
| Net Profit | 0 | 0 | 0 | 0 | 2 | 2 | 1 | 10 | 3 | 2 | 4 | 4 | 9 |
| 6.61 | 5.97 | 8.42 | 5.81 | 2.62 | 2.13 | 0.95 | 11.50 | 3.48 | 1.84 | 4.32 | 4.95 | 10.63 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|
| 326 | 466 | 576 | 601 | 590 | 659 | 916 | |
| 302 | 420 | 543 | 554 | 528 | 617 | 869 | |
| Operating Profit | 24 | 46 | 32 | 48 | 62 | 42 | 47 |
| OPM % | 7.24% | 9.77% | 5.58% | 7.94% | 10.53% | 6.36% | 5.16% |
| 0 | 0 | 0 | 0 | 0 | 8 | 0 | |
| Interest | 10 | 10 | 11 | 15 | 14 | 12 | 13 |
| Depreciation | 11 | 12 | 12 | 15 | 16 | 17 | 18 |
| Profit before Tax | 3 | 23 | 9 | 18 | 32 | 21 | 25 |
| Tax % | 29.17% | 5.58% | 41.04% | 28.63% | 33.74% | 29.74% | 27.43% |
| Net Profit | 2 | 22 | 5 | 13 | 21 | 15 | 18 |
| EPS | 0.00 | 28.53 | 7.25 | 16.47 | 25.19 | 17.20 | — |
| Dividend Payout % | 0.00% | 10.52% | 0.00% | 0.00% | 0.00% | 5.82% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 15%
- 3 Years:
- 5%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- 47%
- 3 Years:
- 38%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- -18%
- 3 Years:
- -9%
- 1 Year:
- 3%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- 10%
- 3 Years:
- 9%
- Last Year:
- 6%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Equity Capital | 8 | 8 | 8 | 8 | 8 | 8 |
| 103 | 125 | 128 | 160 | 210 | 224 | |
| 109 | 152 | 162 | 155 | 80 | 98 | |
| Trade Payables | 19 | 78 | 70 | 57 | 67 | 92 |
| 23 | 24 | 35 | 24 | 56 | 54 | |
| Total Liabilities | 262 | 387 | 402 | 404 | 422 | 477 |
| 151 | 187 | 173 | 207 | 209 | 204 | |
| Capital Work in Progress | 14 | 20 | 52 | 8 | 7 | 13 |
| 56 | 73 | 75 | 77 | 99 | 134 | |
| 0 | 0 | 0 | 0 | 70 | 76 | |
| Cash & Bank | 0 | 7 | 1 | 8 | 6 | 1 |
| 40 | 100 | 101 | 103 | 31 | 49 | |
| Total Assets | 262 | 387 | 402 | 404 | 422 | 477 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| 18 | 36 | 25 | 26 | 52 | 11 | |
| Cash from Investing | -2 | -60 | -23 | -11 | -16 | -16 |
| Cash from Financing | -16 | 32 | -6 | -8 | -37 | -0 |
| 0 | 7 | -5 | 6 | -1 | -5 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-07 - Aarti Surfactants Limited has informed the Exchange about Copy of Newspaper Publication regarding dispatch of Annual Report for the 8th Annual General Meeting of the Company.
2026-09-04 - Aarti Surfactants Limited has informed the Exchange regarding Notice of 8th Annual General Meeting to be held on September 29, 2026
2026-09-04 - Aarti Surfactants Limited has informed the Exchange that Record date for the purpose of Final Dividend for FY 2025-2026 is 22-Sep-2026.
2026-09-03 - Aarti Surfactants Limited has informed the Exchange about Credit Rating- New
2026-09-03 - Aarti Surfactants Limited has informed the Exchange about Copy of Newspaper Publication for 8th Annual General Meeting of the Company.
2026-08-31 - Aarti Surfactants Limited has informed the Exchange about Acquisition
2026-08-24 - Aarti Surfactants Limited has informed the Exchange regarding Grant of Options.
2026-08-22 - Outcome of Board Meeting
2026-08-05 - Aarti Surfactants Limited has informed the Exchange regarding 'Payment Intimation under Reg. 57 of SEBI (LODR) Regulations, 2015'.
News
Recent coverage and analyst commentary for AARTISURF
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