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Aarti Industries has secured a Rs 6,000-crore contract for a niche specialty product from an existing customer. The supply is expected to commence from CY24, with a revenue run rate of Rs 1,500 crore per year. The company anticipates good demand growth for this product and plans to debottleneck its capacity. There is potential for increasing the contract size in the future. The EBITDA margin for this contract is around 15-17%.

Uttar pradeshRajendra gogriEuropean unionOffering collegeIndian school of businessAarti industriesEuropean commissionLeadership excellenceOperations officerMight also likeEbitda guidanceRs 6000 cr order winDemand growthNiche specialty productExpert view