Aether Industries Ltd. · NSE:AETHER
Aether Industries — Q2 FY2027 Earnings Presentation
10 slides from Aether Industries's earnings presentation, Oct 30, 2026
Slide 1: Frequently Asked Questions on the Presentation (exchange cover letter)
October 30, 2026 Ref. No.: AIL/SE/41/2026-27 - Update To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai-400001, MH. Mumbai-400051, MH. Scrip Code: 543534 Symbol: AETHER Dear Madam / Sir, Su
Slide 2: FAQ Q2/H1 FY27
FAQ Q2/H1 FY27 s
Slide 3: Frequently Asked Questions
Frequently Asked Questions 01 Quarterly performance 02 Capital expenditure 03Margins, working capital and debt 04 Capacity Utilisation
Slide 4: Quarterly performance
Quarterly performance Q. What has driven sales growth of 23.96% year on year and 6.33% quarter on quarter? Sales for the quarter delivered an exceptionally strong performance, supported by healthy growth in Contract Exclusive Manufacturing (CEM) and Contract Research and Manufacturing Services (CRAM
Slide 5: Quarterly performance: CEM
Quarterly performance CEM The CEM business vertical continues to demonstrate strong momentum, with several major contracts progressing through their ramp-up phase. Revenue from the Baker Hughes contract at the Strata site stood at ₹720 million and an additional ₹150 million from the commercial sale
Slide 6: Quarterly performance: sectoral distribution of sales
Quarterly performance Q. What was the sectoral distribution of sales for the quarter? The Oil and Gas sector is the largest contributor to sales during the quarter, accounting for 33.42% of revenue. This performance was primarily driven by strong demand from Baker Hughes and other oil and gas custom
Slide 7: Capital expenditure
Capital expenditure Q. Can you provide an update on capital expenditure for the quarter? Site 1+ — New R&D centre Construction of the new R&D centre, adjacent to the existing site, continues to make steady progress and is expected to be ready by Q2 FY2028. Total capital expenditure for the centre is
Slide 8: Margins, working capital and debt
Margins, working capital and debt Q. Can you comment on EBITDA margins? EBITDA margin for 1H FY27 expanded to 31.64%, compared with 30.76% in 1H FY26, re ecting a 88 basis point year-on-year improvement. This margin expansion was achieved despite a challenging macroeconomic environment and a nearly
Slide 9: Capacity Utilisation
Capacity Utilisation Q. What are the capacity utilisation levels at the various sites? As the CEM contracts continue to get ramped up we have seen an increase capacity utilisation across our plants which is as follows: Plant Q1 FY27 Q2 FY27 Genesis 75% 77% Ascend 69% 70% Strata 59% 61% 04
Slide 10: Chemistry that challenges, Innovation that delivers
Chemistry that challenges Innovation that delivers - Aether All rights reserved. Aether and the Aether logo are trademarks of Aether Industries Limited, registered in India Registered Of ce - Plot No. 8203, GIDC Sachin, Surat - 394230, Gujarat, India | Board Line: +91-261-6603000 | Email ID: info@ae