Aether Industries Limited — PPTs, 15-05-2026: Investor Presentation

Aether Industries delivered strong Q4 and FY26 financial results, driven by its Contract Exclusive Manufacturing (CEM) and Contract Research & Manufacturing Services (CRAMS) segments, which collectively account for over 55% of revenue. For the full year FY26, revenue surged 38% YoY to ₹1,160.1 Cr, while Profit After Tax (PAT) grew 39% to ₹219.5 Cr, and EBITDA was up 53% to ₹354.7 Cr. Q4 FY26 also saw solid growth, with revenue increasing 27% YoY to ₹305.1 Cr.

Strategic expansion is underway with Site 3++ production ramping up since February. Site 5's Phase 1, featuring two production blocks, has started solvent trials and anticipates commercial production by Q1 FY27, with Phase 2 expansion already initiated. The company also expanded its R&D capabilities, including new fume hood installations and a new R&D Centre. In FY26, Aether onboarded 19 new customers and successfully completed 50 customer and certification audits. Management expects continued strategic supply ramp-up from new facilities in Q1 FY27. R&D spend for FY26 was ₹86.2 Cr (7.3% of revenue), underscoring its innovation focus.