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Earnings Call

Aether Industries Earnings Call: Key Takeaways

Aether Industries delivered strong FY26 performance with 38% revenue growth and 39% PAT growth, driven by CEM and CRAMS business models.

Highlights
Revenue growth34% Y-o-Y (FY26 consolidated)
MarginsEBITDA margin improved to 31% in FY26 from 28% in FY25
Demand visibilityStrong; growing CEM contracts and volume-led LSM demand
Management confidenceHigh; citing strong traction across different sectors

Growth

FY26 consolidated revenue rose 34% to ₹11,811M; PAT increased 39% to ₹2,195M. EBITDA grew 53% to ₹3,547M.

Outlook

Site 3++ ramping up in Q1 FY27; Site 5 Phase 1 commercial production by June 2026.

Risks

Fire at external warehouse in March 2026 caused ₹70M inventory loss, impacting Q4 margins.

Source

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

Read the document ↗

Aether Industries Ltd: key numbers

Share price
₹1,767.00
Market cap
₹23,453 Cr
Revenue (annual)
₹1,160 Cr
Net profit (annual)
₹219.5 Cr
P/E (TTM)
99.7×Sector 37.5×
Promoter holding
74.93%-0.02% QoQ
FII holding
7.42%Current quarter

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

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