Aether Industries Limited — PPTs, 31-07-2026: Investor Presentation

Aether Industries posted robust Q1 FY27 results. Revenue jumped 27% YoY to ₹326.6 Cr, driven by growing CEM contracts and strong LSM demand. EBITDA grew 31% YoY to ₹102.8 Cr (31% margin), while Profit After Tax rose 33% YoY to ₹62.7 Cr (19% margin), thanks to a shift towards higher-margin CRAMS & CEM segments.

**Growth Drivers:** The company aims for CEM and CRAMS to hit 70% of revenue in two years (currently 60%). R&D investment remains a priority, with ₹19.81 Cr (6.16% of revenue) spent this quarter, focusing on new product launches in Pharmaceuticals and Agrochemicals.

**Recent Developments:** Significant capacity expansion with SITE 3++ and Phase One of SITE 5 (two production blocks) commencing commercial operations in Q1 FY27. Aether also onboarded 10 new customers and completed 9 certification audits.

**Outlook:** Site 5 production is expected to contribute to revenue from Q2 FY27, with strong visibility for future production blocks. Oil & Gas and Material Science are seen as key growth drivers.