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

Here's a concise summary of Aether Industries' investor presentation:

**1. Business Performance:**

Aether Industries saw strong Q1 sales, up 27% YoY, 7% QoQ. CEM surged ~75% YoY, CRAMS ~20% YoY, together now 60% of revenue. Oil & Gas sector sales impressively topped 100 Cr.

**2. Growth Drivers or Strategy:**

Focusing on CEM and CRAMS, targeting 70% revenue share. A new NMR machine boosts CRAMS in oil & gas/material science. Dedicated plants for major CEM contracts (e.g., Baker Hughes delivering 70 Cr) drive growth.

**3. Recent Developments:**

R&D saw new fume hoods and an NMR machine. Converge Polyol (with Saudi Aramco) aims for 65-75 Cr sales this FY. New LSM products from Magnum will contribute revenue from Q2 FY2027.

**4. Key Financial Metrics:**

Gross Margin improved to 49.83% (from 47.93% YoY) and EBITDA Margin rose to 31.47% (from 30.61% YoY). FY27 Capex projected at 300-350 Cr.

**5. Management Commentary / Outlook:**

Management expects CEM/CRAMS to reach 70% revenue and maintains ~30% EBITDA margin guidance. New R&D center by Q2 FY2028; two Magnum blocks commercializing by Q3 FY2027.