ALFA Finder| Management target | Revenue 30.0% Next couple of years |
|---|
| Revenue growth | 27% YoY increase reaching ₹3,266 million. |
|---|---|
| Margins | EBITDA margins expanded to 31% from 30% YoY. |
| Order book | Deepest ever pipeline for CRAMS and exclusive manufacturing. |
| Demand visibility | Strongest signals ever seen from Western customers and AI sectors. |
| Management confidence | Extremely high, focused on strategic semiconductor and Dow partnerships. |
Growth
Revenue grew 27% YoY; EBITDA increased 31% with margins improving to 31%. Growth is driven by the scaling of CRAMS and Large Scale Manufacturing (LSM) segments.
Outlook
Management expects Site 5 (Magnum) to drive meaningful revenue from Q2 onwards, targeting ₹300-350 Cr capex completion in FY27.
Risks
High working capital due to elevated inventory and ongoing heavy capex (₹3,000-3,500M) for Site 5/R&D expansion.
Last quarter's promises, checked
Delivered
- Guided 3 new LSM products from Site 5 → delivered 3 launches (= BEAT)
- Guided 29-30% EBITDA margin → delivered 31% (= BEAT)
- Guided PAT around 19-20% → delivered 19% (= BEAT)
Partly delivered
- Guided Site 5 commercialization by May/June → started Q2 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: AETHER. Summary written with AI assistance from the document.
Aether Industries Ltd: key numbers
- Share price
- ₹1,677.20
- Market cap
- ₹22,262 Cr
- Revenue (annual)
- ₹1,160 Cr
- Net profit (annual)
- ₹219.5 Cr
- P/E (TTM)
- 89.3×Sector 35.1×
- Promoter holding
- 74.92%-0.01% QoQ
- FII holding
- 8.49%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 Employee Stock Options
Aether Industries allotted 7,979 equity shares under AIL ESOS 2021 at Rs. 885 per share. Post-allotment share capital stands at 13,27,35,824 equity shares.
Aether Industries Other Announcement
Aether Industries received an ESG rating of 60.51 from Niche99 ESG Ratings on October 31, 2026. The company clarified it did not engage the rating agency independently.
Aether Industries Earnings Call Transcript: Key Takeaways
Aether Industries demonstrates strong momentum in CRAMS and specialty chemicals, particularly in semiconductor and oil/gas sectors.
- Call
- Guides 60% growth
Aether Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹3,472M (+24% YoY), EBITDA ₹1,104M (+29%, 31.8% margin), PAT ₹680M (+26%). H1 revenue +27%; CEM/CRAMS-led mix shift.
Aether Industries Q2 FY27 Results: Net Profit ₹68 Cr, Up 25.9% YoY
Aether Industries Ltd reported revenue from operations of ₹347.2 Cr (+24.0% YoY) and net profit of ₹68 Cr (+25.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹68 Cr · +25.9% YoY
Aether Industries Other Announcement
Aether Industries Ltd has filed its quarterly shareholding pattern for the quarter ended 30 September 2026. This disclosure provides data on promoter and public shareholding.