| 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
- ₹1,783.00
- Market cap
- ₹23,665 Cr
- Revenue (annual)
- ₹1,160 Cr
- Net profit (annual)
- ₹219.5 Cr
- P/E (TTM)
- 100.6×Sector 37.2×
- Promoter holding
- 74.93%-0.02% QoQ
- FII holding
- 7.42%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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