Aaron Industries Ltd (NSE:AARON)
₹ 135.46 -5.49 (-3.89%) Market Cap: 2.84 Bil Enterprise Value: 3.11 Bil PE Ratio: 41.63 PB Ratio: 5.83 GF Score: 84/100

Q2 2026 Aaron Industries Ltd Earnings Call Transcript

Nov 19, 2025 / 10:30AM GMT
Release Date Price: ₹186.63 (-0.22%)

Key Points

Positve
  • Revenue from operations grew by 15.6% quarter on quarter and 21.59% year on year, indicating strong demand across product segments.
  • EBITDA improved by 12.97% quarter on quarter and 27.8% year on year, reflecting operational efficiency.
  • The company is expanding its market presence by exploring foreign markets such as Kenya and Nepal, which could lead to new business opportunities.
  • Aaron Industries Ltd (NSE:AARON) has completed the process of enlisting tier one customers, which could lead to significant future business.
  • The company is focusing on increasing production capacity and sales, with a target to reach 3,500 doors per month by the end of financial year 2027.
Negative
  • Profit before tax for the half year was lower by 10.61% due to higher interest and depreciation costs.
  • Profit after tax for the first half year decreased compared to the previous year, impacted by higher tax and finance costs.
  • The company faced unexpected delays in project execution due to an extended monsoon season, affecting growth targets.
  • Employee costs have increased, reaching almost 10% of the quarterly top-line, due to maintaining labor force across multiple facilities.
  • The company faces competition in certain regions, which could impact market share and pricing strategies.
Operator

Good day everyone, and welcome to the earnings call of Aaron Industries Limited. We appreciate you joining us as we review the company's operational and financial performance for quarter ended and.

Half year ended 30th September 2025 along with our strategic outlook for the future. The objective of today's call is to provide clarity on our Q2 and H1 performance and address any questions from our investors and stakeholders.

Please note that certain statements made during this discussion may be forward-looking in nature based on current assumptions and expectations. These involve inherent risks and uncertainties, and actual results may differ materially. The company assume no obligation to update any forward-looking statement except where required by law. We encourage participants to consider these factors and avoid placing undue reliance on these projections.

Representing Eon Industries today, we have with us Mr. Moish Doshi, Director and Chief Financial Officer, Mr. Karan Doshi, whole-time director, and Mr. Paresh Naik, President.

With that, I would now like to hand

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