ALFA Finder| Management target | Revenue 70.0% 2 years |
|---|
| Revenue growth | 27% YoY in Q1 FY27 |
|---|---|
| Margins | EBITDA margin at 31%, benefiting from segment mix shift |
| Order book | Growing CEM contracts and 10 new customers onboarded |
| Demand visibility | Strong visibility for first 10 production blocks at Site 5 |
| Management confidence | High, citing strategic shift and site expansions |
Growth
Revenue rose 27% YoY to ₹3,266 M; EBITDA grew 31% to ₹1,028 M; PAT increased 33% to ₹627 M.
Outlook
Aims for CEM and CRAMS to contribute 70% of revenue within two years; Site 5 commercialization underway.
Risks
Historical fire incidents impacted previous financials; ongoing site expansions carry execution and ramp-up risks.
Last quarter's promises, checked
Delivered
- Guided Site 5 commissioning by May/June → delivered Phase 1 start (= BEAT)
- Guided 19 new marquee clients → delivered 10 additional in Q1 (= BEAT)
- Guided EBITDA margin 29-30% → delivered 31% (= BEAT)
Partly delivered
- Guided Site 5 asset turns 1.5x-1.75x → delivered initial ramp-up phase (= PARTIAL)
Investor Presentation filed with NSE, 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.