| Revenue growth | Q2 +24% YoY; H1 +27% YoY |
|---|---|
| Margins | Q2 EBITDA margin 31.8% vs 30.5% Q2FY26 |
| Demand visibility | Strong visibility for fourteen production blocks |
Growth
Q2 revenue +24% YoY to ₹3,472M; H1 revenue +27% to ₹6,738M. H1 PAT +29% to ₹1,307M.
Outlook
No numeric growth guidance. Two CEM blocks commissioning Q4FY27 onward; R&D building due Q1FY28; CEM+CRAMS revenue share target 70% (from 66%).
Risks
No explicit risks stated. Watch: H1 operating cash flow ₹333M vs EBITDA ₹2,132M; inventory up 34% since FY26.
Last quarter's promises, checked
Partly delivered
- Guided 25–30% core growth → Q2 +24%, H1 +27% (= PARTIAL)
- Guided CEM+CRAMS 70%+ revenue mix → 66% (₹2,281M of ₹3,472M) (= PARTIAL)
- Guided Site 5 LSM revenue from Q2 FY27 → products launched; contribution undisclosed (= PARTIAL)
Missed
- Guided progressive WC-days decline → inventory +34% since FY26; H1 OCF ₹333M vs EBITDA ₹2,132M (= MISS)
Investor Presentation filed with NSE, NSE: AETHER. Summary written with AI assistance from the document.
Aether Industries Ltd: key numbers
- Share price
- ₹1,616.00
- Market cap
- ₹21,449 Cr
- Revenue (annual)
- ₹1,160 Cr
- Net profit (annual)
- ₹219.5 Cr
- P/E (TTM)
- 86.1×Sector 34.1×
- 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 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.
Aether Industries Legal & Regulatory
Aether Industries announced that the GST authorities dropped the previously received demand and show cause notice, confirming the tax credits are legitimate with no financial impact.
Aether Industries Other Announcement
Aether Industries Limited reports an improved ESG rating of 'Crisil ESG 58' from CRISIL ESG Ratings & Analytics Limited. The rating was independently assigned based on publicly available information.
Aether Industries Credit Rating
Aether Industries appointed Crisil Ratings for its bank facilities, receiving AA-/Stable long-term and A1+ short-term ratings. Prior ICRA A+ (Stable) and A1 ratings were replaced.
Aether Industries Annual General Meeting
Aether Industries held its 14th AGM on 11 Sep 2026 via VC/OAVM. Routine resolutions on director reappointments and financial statement adoption were put to remote e-voting.