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Aether Industries Limited investor presentation summary

NSE: AETHER · BSE: 543534

Investor presentation of 30 Oct 2026, summarised by AI from the filing.

Sales grew 23.96% year on year in Q2 FY27, with CEM up about 50.03% and capex guided at ₹3,000-3,500 million for the year.

Key takeaways

  1. Sales growth Sales grew 23.96% year on year and 6.33% quarter on quarter, led by CEM at about 50.03% and CRAMS at about 23.91%.
  2. Capex guidance Capex for the current financial year is expected at ₹3,000 million to ₹3,500 million, with about ₹600 million at Site Catalyst.
  3. Margin expansion 1H FY27 EBITDA margin rose 88 basis points to 31.64% from 30.76% in 1H FY26 on a richer CRAMS and CEM mix.
  4. CEM ramp CEM growth came from Baker Hughes contract ramp-up at Strata and new product sales, with more products due from Q3 FY27.
  5. Inventory build Inventory days rose to 172 from 151 in March 2026 as raw materials were stocked for CEM contracts and Magnum blocks.

Original filing on BSE

Aether Industries Limited Q2 FY27 results

As filed: Revenue ₹347 cr (+26% year on year), EBITDA ₹110 cr (+26% year on year), PAT ₹68.0 cr (+26% year on year), EBITDA margin 31.8% (−19 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹327 cr (+28% year on year), EBITDA ₹103 cr (+27% year on year), PAT ₹62.8 cr (+34% year on year), EBITDA margin 31.5% (−17 bps). Score 43 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin fell 17 bps year on year. Revenue rose ₹70.6 cr on a year ago, against ₹76.0 cr the year before. Share price after the results: +13.8% in 28 days (Nifty 500: +0.7%).
  • Q4 FY26: Revenue ₹305 cr (+27% year on year), EBITDA ₹82.7 cr (+3% year on year), PAT ₹54.0 cr (+8% year on year), EBITDA margin 27.1% (−623 bps). Score 39 of 100, Below trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 623 bps year on year. Revenue fell 4% from last quarter. Share price after the results: +2.8% in 28 days (Nifty 500: +0.3%).
  • Q3 FY26: Revenue ₹317 cr (+44% year on year), EBITDA ₹111 cr (+73% year on year), PAT ₹64.5 cr (+50% year on year), EBITDA margin 34.9% (+578 bps). Score 74 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 578 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹97.1 cr on a year ago, more than the ₹65.0 cr it added the year before. Share price after the results: −6.8% in 30 days (Nifty 500: −0.6%).
  • Q2 FY26: Revenue ₹275 cr (+38% year on year), EBITDA ₹88.0 cr (+63% year on year), PAT ₹54.0 cr (+54% year on year), EBITDA margin 32.0% (+486 bps). Score 78 of 100, Above trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 486 bps year on year. Revenue rose ₹76.0 cr on a year ago, more than the ₹35.0 cr it added the year before. Share price after the results: +16.3% in 29 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹256 cr (+42% year on year), EBITDA ₹81.0 cr (+88% year on year), PAT ₹47.0 cr (+57% year on year), EBITDA margin 31.6% (+775 bps). Score 72 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 775 bps year on year. Profit fell 6% from last quarter. Revenue rose ₹76.0 cr on a year ago, more than the ₹19.0 cr it added the year before. Share price after the results: −4.5% in 29 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹240 cr (+103% year on year), EBITDA ₹80.0 cr (+300% year on year), PAT ₹50.0 cr, EBITDA margin 33.3% (+1,000 bps). Score 100 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −9.5% in 30 days (Nifty 500: +3.8%).
  • Q3 FY25: Revenue ₹220 cr (+42% year on year), EBITDA ₹64.0 cr (+106% year on year), PAT ₹43.0 cr (+153% year on year), EBITDA margin 29.1% (+909 bps). Score 91 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 909 bps year on year.

Past price moves after results do not indicate future moves. Not a recommendation.

Aether Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.