Analysts/Institutional Investor Meet/Con. Call Updates

Aether Industries' Q1 FY27 revenue grew 27% YoY to INR 326.6 Cr, with EBITDA up 31% to INR 102.8 Cr (31% margin) and PAT up 33% to INR 62.7 Cr (19% margin). The company is strategically shifting towards higher-margin CEM and CRAMS, aiming for 70%+ revenue contribution soon.

A significant new avenue is specialty electronic monomers for 5G/AI hardware, to be manufactured at Site 5. Aether also announced an exclusive multi-year research partnership with Dow Chemical to develop new silicone manufacturing technologies, targeting India's imported silicone market.

Management is confident in growth and execution, focusing on complex, high-value chemistries and import substitution.