Aether Industries
Other · 2 quarters tracked · source-linked performance and management context.
Latest revenue
₹305 Cr
verified financial record
Quarters tracked
2
source records in the directory
Delivery assessment
Assessment incomplete
Across 1 tracked commitments. Delivery assessment incomplete while 1 remain unresolved or evidence-limited.
Call date
2026-05-15
latest available source date
Signal trajectory
2 actual quartersCurrent read
Assessment incomplete
Across 1 tracked commitments. Delivery assessment incomplete while 1 remain unresolved or evidence-limited.
Latest source read
What changed this quarter?
Aether Industries reported a strong FY26 with consolidated revenue of ₹1,160 crore (+38% YoY) and EBITDA of ₹355 crore (+53% YoY), driven by robust demand in large-scale manufacturing (LSM) and contract manufacturing (CM). EBITDA margin expanded 300 bps to 31% on operating leverage and favorable pricing. Q4 revenue of ₹351 crore was impacted by one-offs (₹7 crore inventory write-off, year-end provisions) but LSM pricing rose 20% YoY and 18% QoQ, sustained into Q2 FY27. Management guided for stable margins (29-30% EBITDA, 19-20% PAT) and expects CRAMS/CM to reach 70% of sales over 3-4 years. Key growth levers include site 5 commissioning (3 new products), site 3++ ramp-up, and R&D expansion. Risk: elevated working capital (179 days) may pressure cash flows if revenue ramp-up slows.
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Signal
Positive
Revenue
₹305 Cr
Source date
2026-05-15
Across the record
Quarter history.
History modules