Aether Industries
Logotype for Aether Industries Limited

Aether Industries (AETHER) investor relations material

Aether Industries Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Aether Industries Limited
Q3 25/26 earnings summary3 Feb, 2026

Executive summary

  • Construction and installation of Site 3++ and first two production blocks of Site 5 completed; commercial production to commence by March 2026.

  • Three business verticals (CRAMS, CEM, LSM) continue to perform well despite global volatility, with LSM, CEM, and CRAMS together contributing over 50% of revenue in Q3 FY26.

  • 15 new customers onboarded and 36 customer/certification audits completed in 9M FY26; 5 new marquee clients and 3 new products added in large-scale manufacturing.

  • Export revenue at 36% and domestic sales at 64% for the quarter; sectoral split: pharma and agro 45%, oil and gas 22%, material science 18%.

  • Board approved unaudited standalone and consolidated financial results for Q3 and nine months ended December 31, 2025, reviewed by independent auditors.

Financial highlights

  • Q3 FY26 consolidated revenue: ₹3,171 million, up 44% year-on-year; EBITDA: ₹1,083 million, up 75% year-on-year; PAT: ₹645 million, up 49% year-on-year.

  • 9M FY26 revenue: ₹8,534 million, up 43% year-on-year; EBITDA: ₹2,716 million, up 78%; PAT: ₹1,655 million, up 53%.

  • Standalone Q3 revenue: ₹2,571.40 million; standalone Q3 net profit: ₹519.59 million.

  • EPS (consolidated, Q3): ₹4.86; EPS (standalone, Q3): ₹3.92.

  • EBITDA margin for 9M FY26: 31.83%; sustainable EBITDA margin expected around 29-30% (excluding one-time items).

Outlook and guidance

  • Expecting continued volume growth and increased trend in FY27 as new sites and products ramp up; commercialization of Milliken contract on track for Q1 FY27.

  • Targeting 70% of revenue from CRAMS and CEM, 30% from LSM in 2-3 years.

  • Site 3++ and Site 5 expected to reach 45-50% and 35-40% utilization, respectively, in FY27.

  • R&D expansion ongoing, with new fume hoods and a new R&D center under development.

  • Management is evaluating the impact of new labour codes and expects no material effect on results.

Fire incident impact assessment timeline
New labor codes: operational impact
Rationale for exceptional insurance premium
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Aether Industries earnings date

Logotype for Aether Industries Limited
Q4 25/2630 Apr, 2026
Aether Industries
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Aether Industries earnings date

Logotype for Aether Industries Limited
Q4 25/2630 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage