In accordance with reg. 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, we herewith submit the Investor Presentation, as annexed.
AETHER · price
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Aether Industries reported strong Q4 FY26 results with revenue of ₹3,051M (up 27% Y/Y) and full-year FY26 revenue of ₹11,601M (up 38% Y/Y). EBITDA for FY26 stood at ₹3,547M with 31% margin, while PAT reached ₹2,195M (up 39% Y/Y). The company noted a fire incident at an external warehouse in March 2026 causing ₹70M inventory loss. Site 3++ has commenced production and is being ramped up, while Site 5 Phase 1 is ready with commercial production targeted for June 2026. The company onboarded 19 new customers and spent ₹862M on R&D (7.3% of revenue) during FY26. CEM and CRAMS business models now contribute over 55% of total revenue.
The strong 38% revenue growth and margin expansion to 31% EBITDA signals solid execution, though the fire incident impact and ongoing capacity ramp-up at new sites will be key watchpoints. The shift towards higher-margin CEM/CRAMS business is positive for long-term profitability.