In accordance with Regulation 34 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, and further to our communication having Reference No.: AIL/SE/32/2025-26 ....
AETHER · price
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Aether Industries resubmitted its FY25 Annual Report after fixing a typo. The report shows strong recovery: standalone revenue grew 32% to ₹7,885 MM, while consolidated revenue rose 38% to ₹8,386 MM. EBITDA surged 81% standalone to ₹2,136 MM with margins expanding sharply to 27.09% (from 19.76%), and PAT nearly doubled to ₹1,521 MM. The CRAMS and Contract/Exclusive Manufacturing segments grew 95% and now contribute ~45% of revenue, with a stated medium-term goal of 70%. Key operational highlights include full commissioning of Site 4 for Baker Hughes supplies, advancement of Site 3++ and Site 5 greenfield projects, addition of 60,000 sqm of adjacent land, and commissioning of a 15 MW solar plant (taking renewable share above 75% of power needs). An insurance claim of ₹100 crore from the November 2023 fire incident has been accepted, with ₹36 crore already received.
The sharp recovery in margins and earnings, combined with a growing high-value CRAMS order book and major capex projects nearing completion, signals a strong growth runway. Shareholders can expect improving profitability and capacity-led revenue scaling in FY26, supported by a near-debt-free balance sheet (debt-equity 0.05) and a clear pivot toward higher-margin segments.