Aether Industries Ltd. · NSE:AETHER
Aether Industries — Q1 FY2027 Earnings Presentation
15 slides from Aether Industries's earnings presentation, Jul 31, 2026
Slide 1: Cover letter to stock exchanges: FAQs on the presentation
July 31, 2026 Ref. No.: AIL/SE/23/2026-27 - 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, Subje
Slide 2: FAQ Q1 FY27
FAQ Q1 FY27 s
Slide 3: Frequently Asked Questions
Frequently Asked Questions 01 Quarterly performance 02 Site nomenclature 03 Operations and supply chain 04 Capital expenditure 05 Margins, working capital and debt
Slide 4: Quarterly performance
Quarterly performance Q. What has driven sales growth of 27% year on year and 7% quarter on quarter? Sales for the quarter were extremely strong and demonstrate that all three business verticals are performing to plan. Contract and Exclusive Manufacturing (CEM) grew approximately 75% year on year, a
Slide 5: Sectoral distribution of sales and LSM performance
LSM We saw no decline in demand for our LSM products during the quarter, and pricing remained strong — up 22.5% year on year and 1% quarter on quarter. LSM volume was up 11.7% quarter on quarter and down 22% year on year, principally because certain production lines have been reallocated to the CEM
Slide 6: Site nomenclature
Site nomenclature Q. What are the new names of the manufacturing sites? Our sites have been renamed as follows: Previous name New name Business vertical Site 1 ! Catalyst ! CRAMS! Site 2 ! Genesis! LSM / CEM! 02 Site 3 and Site 3++ ! Ascend! LSM / CEM! Site 4 ! Strata! CEM! Site 5 and Site 5+ Magnum
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Slide 8: Genesis: Where All Began
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Slide 9: Ascend: Where Capacity Conquers
ASCEND “Where Capacity Conqures" A aether elementally innovative
Slide 10: Strata
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Slide 11: Magnum
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Slide 12: Operations and supply chain
Operations and supply chain Q. Has the Company faced any difÞculty in procuring raw materials? As stated on our previous conference call, we have faced no issues in procuring raw materials. Raw material prices, which rose in March at the onset of the Middle Eastern crisis, remained stable through th
Slide 13: 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 14: Margins, working capital and debt
Margins, working capital and debt Q. Can you comment on EBITDA margins? EBITDA margin for Q1 FY2027 was 31.47%, against 30.61% in Q1 FY2026, principally reßecting the increased contribution from the CRAMS and CEM verticals. We maintain our guidance of approximately 30% EBITDA margin for FY2027. Q. H
Slide 15: Chemistry is our language, Innovation is our identity
Chemistry Innovation is our language is our identity - Aether This document contains statements that are forward-looking in nature. Such statements are based on management’s current expectations and involve known and unknown risks and uncertainties that could cause actual results to differ materiall