Full Year 2026 Aether Industries Ltd Earnings Call Transcript

May 15, 2026 / 12:30 PM GMT

Release Date Price: ₹1111.55 (+0.50%)

Transcript

Key Points

Positve

Aether Industries Ltd (BOM:543534) reported a 38% year-on-year increase in total consolidated revenue, reaching Rs. 11,601 million in FY26.
The company's EBITDA increased by 53% year-on-year, with an EBITDA margin improvement from 28% to 31%.
Aether Industries Ltd (BOM:543534) is experiencing strong demand in its large-scale manufacturing business, with prices increasing by over 20% year-on-year.
The company is expanding its R&D capabilities with new labs and fume hoods, which are expected to enhance its CRAMS business.
Aether Industries Ltd (BOM:543534) has added 19 marquee clients and completed 50+ customer audits, indicating strong customer engagement and potential future growth.

Negative

The company faced a decline in Q4 revenues and profitability due to one-off items, including a fire at an external warehouse and year-end provisions.
Working capital days remain elevated at 179 days, although there has been a reduction from the previous year.
Aether Industries Ltd (BOM:543534) anticipates an increase in debt levels due to ongoing CapEx requirements.
The company experienced logistical issues in March, affecting the shipment of products, although these have been resolved in subsequent months.
There is uncertainty regarding the impact of global market volatility and potential disruptions in the oil market on future demand and pricing.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AETH.NS - Aether Industries Ltd
Full Year 2026 Aether Industries Ltd Earnings Call
May 15, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Ether Industries Limited Q4 and FY26 Earnings Conference Call hosted by HDFC Securities.

As a reminder, all participants will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on a touch-tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Nilesh Guge from HDFC Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]

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