| Revenue growth | 38% YoY revenue growth; FY26 reached ₹11,601 million. |
|---|---|
| Margins | EBITDA margins improved to 31% from 28% YoY. |
| Order book | Validation batches completed for site 5; orders already in hand. |
| Demand visibility | Strong visibility; demand remains resilient despite global geopolitical volatility. |
| Management confidence | Highly confident, emphasizing structural shift toward high-margin CRAMS business. |
Growth
FY26 revenue surged 38% YoY to ₹11,601 million, driven by price increases (20% YoY) and site 4 ramp-up.
Outlook
Targets 70% CRAMS/CM revenue share by FY30 with ₹3,500 million capex planned for FY27.
Risks
High working capital days (179 days) and inventory build-up for new site commissioning pose liquidity risks.
Earnings Call filed with BSE, NSE: AETHER. Summary written with AI assistance from 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.
More from Aether Industries Ltd
All →Aether Industries Credit Rating
Aether Industries appointed Crisil Ratings for its bank facilities, receiving AA-/Stable long-term and A1+ short-term ratings. Prior ICRA A+ (Stable) and A1 ratings were replaced.
Aether Industries Annual General Meeting
Aether Industries held its 14th AGM on 11 Sep 2026 via VC/OAVM. Routine resolutions on director reappointments and financial statement adoption were put to remote e-voting.
Aether Industries Earnings Call Transcript: Key Takeaways
Aether Industries delivered strong Q1 growth, pivoting aggressively toward the AI/5G semiconductor supply chain through high-value specialty monomers. Management maintains high confidence, supported by a landmark research partnership with Dow Chemical.
- Call
- Guides 30% growth
Aether Industries Investor Presentation: Key Takeaways
Aether Industries delivered a strong Q1 FY27 with 27% YoY revenue growth and 33% YoY PAT growth, driven by a strategic pivot towards high-margin CRAMS and CEM business models.
- Call
- Guides 70% growth
Aether Industries Q1 FY27 Results: Net Profit ₹62.7 Cr, Up 33.4% YoY
Aether Industries Ltd reported revenue from operations of ₹326.6 Cr (+27.3% YoY) and net profit of ₹62.7 Cr (+33.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹62.7 Cr · +33.4% YoY
Aether Industries Earnings Call: Key Takeaways
Aether Industries delivered strong FY26 performance with 38% revenue growth, driven by Large Scale Manufacturing and CRAMS. Strategy shifts toward high-margin CRAMS and CEM, targeting 70% revenue share by 2030.