Aeron Composite Limited — Investor Meet, 26-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aeron Composite reported H1 FY26 revenue of INR116.7 Cr, EBITDA of INR8.7 Cr (7.5% margin), and PAT of INR7.2 Cr, with exports contributing 55%. Margins were impacted by plant relocation and US tariffs. Management anticipates H2 improvement, targeting 10% EBITDA for FY26 and further gains in FY27 from the new Mehsana plant, which is scaling to 22,000 metric tons capacity. The company is expanding FRP rebar to five lines (each generating INR5-7 Cr annually) and entering high-margin Carbon Fiber products for wind, railways, and automotive with an INR8-10 Cr investment by FY26. The current order book stands at INR45 Cr, reflecting confidence in sustainable growth and strategic positioning.