CosmicTaco

Aarti Industries Faces Chinese Competition

CosmicTaco · 2024-09-02T17:19:21.662552+05:30

- **Aarti Industries** has dropped nearly 16% since August 9 despite strong revenue and profit growth. - The **ET Chemicals index** lost around 3% during the same period. - Concerns over **Chinese dumping** have led analysts to cut earnings estimates by 3-11% for FY25 and FY26. - The company has shifted to **volume-based guidance** and expects 20-30% volume growth for FY25. - Aarti has signed multi-year deals and entered a **joint venture with UPL** to counter competitive pressures.

Aarti Industries has dropped nearly 16% since August 9 despite strong revenue and profit growth.
The ET Chemicals index lost around 3% during the same period.
Concerns over Chinese dumping have led analysts to cut earnings estimates by 3-11% for FY25 and FY26.
The company has shifted to volume-based guidance and expects 20-30% volume growth for FY25.
Aarti has signed multi-year deals and entered a joint venture with UPL to counter competitive pressures.