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Earnings Call

Aeron Composite Earnings Call: Key Takeaways

Aeron Composite Limited (AERON) reported FY26 revenue of ₹222 Cr with an 8.5% EBITDA margin. The company is pivoting towards high-margin GFRP Rebar and Carbon Fiber products to drive growth.

Highlights
Revenue growth23% 5-year CAGR; FY26 revenue at ₹221.8 Cr.
MarginsTargeting 10%+ EBITDA margins; currently 8.5% in FY26.
Demand visibilityStrong tailwinds in Indian composite sector; 16.3% FRP market CAGR.
Management confidenceHigh; expanding capacity from 2 to 5 rebar lines by FY27.

Growth

FY26 Revenue grew 1.8% YoY to ₹221.8 Cr; PAT declined to ₹8.7 Cr (3.9% margin) from ₹13.3 Cr YoY.

Outlook

Guidance: 15%+ Revenue CAGR (3Y) and 10%+ EBITDA margins. ₹28 Cr CAPEX planned for Rebar and CFRP expansion.

Risks

Margins compressed significantly in FY26 (EBITDA 8.5% vs 9.5% YoY; PAT 3.9% vs 6.1% YoY).

Source

Earnings Call filed with NSE, NSE: AERON. Summary written with AI assistance from the document.

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Aeron Composite Ltd: key numbers

Share price
₹82.05
Market cap
₹139.7 Cr
Revenue (annual)
₹221.8 Cr
Net profit (annual)
₹8.72 Cr
P/E (TTM)
16.0×Sector 53.6×
Promoter holding
73.63%
FII holding
0.73%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Aeron Composite Annual General Meeting

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