Aether Industries FY26 Revenue Surges 38% to ₹11,601 Crore, PAT Up 39%
Aether Industries reported FY26 revenue of ₹11,601 crore, a 38% increase YoY. PAT grew 39% to ₹2,195 crore. Q4 FY26 revenue was ₹3,051 crore (up 27% YoY) with PAT at ₹540 crore (up 7% YoY). Site 3++ production started, and Site 5 commercial production is expected by Q1 FY27. 19 new customers were added in FY26.
The announcement details strong financial performance with substantial revenue and profit growth, along with key operational developments and future production plans, which are material to investors.
The company reported significant year-on-year growth in revenue and profit for both the full financial year and the fourth quarter, alongside positive operational updates like new customer onboarding and production ramp-ups.
Aether Industries Limited has announced robust financial results for the fourth quarter and the full financial year ended March 31, 2026. The company reported a significant year-on-year increase in revenue, up by 38% to ₹11,601 crore for FY26, compared to ₹8,405 crore in FY25. Profit After Tax (PAT) also saw a substantial rise of 39%, reaching ₹2,195 crore for FY26, up from ₹1,584 crore in FY25.
The company's performance was driven by strong financial results, with its CEM (Contract and Exclusive Manufacturing) and CRAMS (Contract Research and Manufacturing Services) business models contributing over 55% of the revenue. Site 3++ commenced production in February and is currently being ramped up. The company also highlighted strong customer traction across various sectors.
In the fourth quarter of FY26, revenue grew by 27% year-on-year to ₹3,051 crore. EBITDA for Q4 FY26 increased by 6% to ₹814 crore, while PAT rose by 7% to ₹540 crore. These figures include a FLOP claim of ₹208 crore for revenue and ₹150 crore for EBITDA in Q4 FY26, and also account for an impact of ₹70 crore due to loss of inventories on account of a fire at an external warehouse in March 2026 and certain year-end provisions.
Looking ahead, Site 3/plus.uc is slated for commercial production in Q1 FY27, with strategic supply ramping up. Site 5's phase one, comprising two production blocks, has begun solvent trials, with commercial production expected by Q1 FY27. The company also expanded its R&D capabilities, installing 18 fume hoods and expanding its new R&D center. Aether Industries onboarded 19 new customers across all business models during FY26 and successfully completed 50 customer and certification audits.
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Aether Industries Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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