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    Aeron Composites

    Gujarat-based 360° FRP (fibre-reinforced polymer) manufacturer making corrosion-free structural profiles, gratings, rods, poles and rebar as lightweight alternatives to steel and aluminium.

    Capital Goods
    Industrials
    View AERON earnings calls

    Overview

    Price

    Market Cap

    ₹144 Cr

    Sector

    Capital Goods

    Industrials

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital11122171717
    Reserves811142434849193
    Borrowings1310131412454858
    Other Liabilities1521333054605744
    Total Liabilities38446169101206213212
    AssetsFixed Assets988918204077
    CWIP0000435281
    Investments00000000
    Other Assets2936536080152144133
    Total Assets38446169101206213212

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY18FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating0640221-96
    Cash from Investing0-5-2-2-4-14-34-29
    Cash from Financing03-413-4849
    SummaryCapital Expenditure
    Free Cash Flow003-1-27-45-26
    FCF Margin

    Valuation

    Assumptions

    Current — AERON
    Price
    ₹80
    EPS (TTM)
    ₹12.94
    PE (TTM)
    6.2
    Profit growth

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (2.3×) and current (6.2×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹80
    vs
    Fair value · 15% return
    ₹18
    78%Overvalued

    At 10% growth and a 2× exit, ₹80 only delivers your return if you pay ₹18. The price is currently baking in 44% growth.

    EPS grows 10%/yr for 5 years, then fades to 6% over 2, exits at 2×.

    YearGrowthEPS (₹)
    FY2710.0%14.23
    FY2810.0%15.66
    FY2910.0%17.22
    FY3010.0%18.95
    FY3110.0%20.84
    FY328.0% ·fade22.51
    FY336.0% ·fade23.86

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

    Learn to analyse Aeron Composites

    Guides on how to read this kind of business and the numbers that matter.