AETHER Aether Industries Q2 FY27 results (Jul–Sep 2026) and concall
Management called Q2 FY27 'a solid quarter', with CRAMS and CEM now contributing over 65% of sales and oil & gas at 33%. The call covered strategy more than numbers: an expanded Baker Hughes portfolio (opportunity now ~INR 750-800 crores), first semiconductor shipments, a new agrochemical CEM contract starting Q4 FY27, and a multi-year silicones research program with Dow. Magnum (Site 5) is being built faster than planned, with line of sight on 14 of 16 blocks and several dedicated-plant announcements expected in coming months. On the negative side, working capital and inventory rose (165 days
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What they filed
Q2 FY27: revenue down 41.5%, net profit up 25.9% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 41 | 104 | 43 | 41 | 45 +10% | 27 −74% | 27 −37% | 24 −41% |
| EBITDA | 65 | 80 | 81 | 88 | 112 +72% | 83 +4% | 103 +27% | 110 +25% |
| Net profit | 43 | 50 | 47 | 54 | 64 +49% | 54 +8% | 63 +34% | 68 +26% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
