Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Aether Industries Ltd

AETHER
Speciality Chemicals

Aether Industries Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

The sharpest disagreement: profits are rising, but only 49% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch.

The price is in a confirmed uptrend (32 weeks in) while the P/E sits at the 40th percentile of its own 4-year range. Underneath, the last four quarters read improving — profit +8.0% year on year, and 49% of the last 3 years' profit arrived as cash. What settles it: whether the cash starts following the profit.

Stage
Mixed
fundamental trajectory, 12 quarters
Price
₹1,475
+79.3% 1Y
P/E
83.7×
40th pctile
of its own 4-year range
Revenue (Mar 26)
₹305 Cr
+27.1% YoY
Profit (Mar 26)
₹54.0 Cr
+8.0% YoY
Operating margin
27.0%
−6.0 pp YoY
ROCE
12%
FY26
ROIC
8.3%
vs WACC 12.0% → −3.7 pp
Cash conversion
49%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Aether Industries Ltd trades at ₹1,475, in a confirmed uptrend and 32 weeks into that stage. That is +38.1% against its own 200-day average. It sits at 97% of a 52-week range of ₹733 to ₹1,501. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 6 straight weeks.

Today the stock is in a confirmed uptrend — week 32 of stage 2, confirmed. At ₹1,475 it trades +38.1% versus its 200-day average and sits at 97% of its 52-week range (₹733–₹1,501).

Jul 26: ₹1,475 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+38.1% versus the 200-day line, week 32 of stage 2
Price50-day avg200-day avg
S2S4S2S4S2₹1,562₹1,340₹1,117₹895₹672₹1,475₹1,068Jul 23Apr 24Feb 25Nov 25Jul 26
S2S4S2S4S2₹1,562₹1,340₹1,117₹895₹672₹1,475₹1,068Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2022 Each cell is one week from 2022 to now (222 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Jun 22Jul 26

Against the market, two honest reads. Cumulative: over the last 4.1 years the stock moved +91% while the NIFTY 500 moved +68% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 6 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 40th percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Aether Industries Ltd trades at 83.7× P/E, mid-range by its own standards (40th percentile). Its long-run median P/E is 87.5×, measured across 4.1 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 83.7× is mid-range by its own standards (40th percentile), against a long-run median of 87.5× measured over 4.1 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

One caveat before moving on: margins are the best this company has ever printed — cheap against its own history on record margins is not the same thing as cheap. If profitability mean-reverts, today's multiple is higher than it looks.

P/E 83.7× vs a 87.5× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 4.1-year window; loss-period spikes above 136× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (40th percentile)
P/EMedianEPS (TTM) (quarterly)
142.1×₹18.4118.1×₹13.894.2×₹9.270.2×₹4.646.2×₹0.0×83.70×₹17Jun 22Jul 23Aug 24Sep 25Jul 26
142.1×₹18.4118.1×₹13.894.2×₹9.270.2×₹4.646.2×₹0.0×83.70×₹17Jun 22Aug 24Jul 26
PEG 1.71 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 15 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
3.6×2.9×2.1×1.4×0.7××1.71×Q2 FY23Q1 FY24Q1 FY25Q4 FY25Q4 FY26
3.6×2.9×2.1×1.4×0.7××1.71×Q2 FY23Q1 FY25Q4 FY26
P/E
83.7×
40th percentile of 4y
PEG
2.64
as reported

🚨 Why the multiple sits where it does: over the past year annual EPS moved +38.4% against a +79.3% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 3y, of the +11.2%/yr price move, ~+17.8%/yr came from earnings growth and ~−6.6 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Aether Industries Ltd reads as mixed on its fundamental arc. Mixed — growth is normalizing off a hyper-growth base: profit growth has eased from +110.8% at its peak to +38.6% but is still expanding, ROCE holding at 12.8%. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
58%156%40%102%22%49%4.3%−5.1%−14%−59%%%38.3%38.6%38.5%Jun 23Sep 24Mar 26
58%156%40%102%22%49%4.3%−5.1%−14%−59%%%38.3%38.6%38.5%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
20%16%12%8.6%4.8%%12.8%Jun 23Sep 24Mar 26
20%16%12%8.6%4.8%%12.8%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +38.3% · span −8.6% to +52.8%
Profit growth
Rolling over
latest +38.6% · span −42.1% to +139.5%
EPS growth
Rolling over
latest +38.5% · span −43.9% to +141.1%
ROCE
Stuck low
latest 12.8% · span 5.8%–18.9%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Growth, year by year: revenue +38.3% in FY26, profit +38.6% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
44%103%30%65%16%26%2.1%−13%−12%−51%%%38.3%38.6%FY22FY24FY26
44%103%30%65%16%26%2.1%−13%−12%−51%%%38.3%38.6%FY22FY24FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+38.3%) with the last 8 annualized (+39.3%).
revenue stabilising, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
58%156%40%102%22%49%4.3%−5.1%−14%−59%%%38.3%38.6%Jun 23Sep 24Mar 26
58%156%40%102%22%49%4.3%−5.1%−14%−59%%%38.3%38.6%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+38.3%+21.2%
Profit+38.6%+19.0%
EPS+38.4%+16.5%
Share price+79.3%+11.2%
Revenue YoY (Mar 26)
+27.1%
latest quarter vs a year ago
Profit YoY (Mar 26)
+8.0%
latest quarter vs a year ago
Revenue 10y
18.4%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

58.6/100 — rank 5 of 27 in Speciality Chemicals · 96% evidence confidence

Aether Industries Ltd scores 58.6 out of 100 against the 27 companies it is compared with in Speciality Chemicals, ranking 5. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 22.4 + 12.3 + 5.3 + 18.6 = 58.6. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Aether Industries Ltd reported ₹305 Cr of revenue in the Mar 26 quarter, +27.1% year on year. That is the 8th straight quarter of year-on-year growth. Over 4 years it has compounded at 18.4% a year. The last full year, FY26, came in at ₹1,160 Cr. The last four reported quarters add to ₹1,160 Cr.

Aether Industries Ltd reported ₹305 Cr of revenue in the Mar 26 quarter, +27.1% year on year. That is the 8th straight quarter of year-on-year growth. Over 4 years it has compounded at 18.4% a year. The last full year, FY26, came in at ₹1,160 Cr. The last four reported quarters add to ₹1,160 Cr.

FY26 revenue came in at ₹1,160 Cr (+38.3% on the year), capping 4 years at 18.4% compound. The latest quarter (Mar 26) printed ₹305 Cr, +27.1% year on year — the 8th consecutive quarter of year-over-year growth.

FY26 revenue ₹1,160 Cr (+38.3% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
18.4% a year over 4 years
RevenueYoY growth
1.3k44%94030%62616%3132.1%0−12%₹ Cr%₹1,16038.3%FY22FY24FY26
1.3k44%94030%62616%3132.1%0−12%₹ Cr%₹1,16038.3%FY22FY24FY26
Mar 26: ₹305 Cr (+27.1% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
8th straight quarter of growth
Revenue (quarterly)YoY growth
345115%25874%17234%86−6.6%0−47%₹ Cr%₹30527.1%Jun 23Sep 24Mar 26
345115%25874%17234%86−6.6%0−47%₹ Cr%₹30527.1%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +38.8% growth against the decade's 18.4% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +38.3% over the last 4 quarters against +39.3%/yr over the last 8 — stabilising; TTM profit +38.6% vs +62.4%/yr — rolling over.

→ Revenue grew — did margins hold as it scaled? Next: 27.0% this quarter (−6.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Aether Industries Ltd's operating margin is 27.0% in the Mar 26 quarter, −6.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the operating margin has ranged 22.0% to 31.0%. The current quarter sits inside that band.

Aether Industries Ltd's operating margin is 27.0% in the Mar 26 quarter, −6.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the operating margin has ranged 22.0% to 31.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 27.0%, −6.0 pp against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 22.0%–31.0%, and FY26's 31.0% is the top of that band — a record year.

🚨 Why the margin moved: operating margin went −6.1 pp year on year while gross margin went −5.1 pp — the loss came mostly from the gross line: input costs and pricing.

Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.

FY26: 31.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
the widest a 22.0–31.0% band over 5 years
operating marginYoY change (pp)
32%8.1%29%4.1%27%0.0%24%−4.1%21%−8.1%%%31%2%FY22FY24FY26
32%8.1%29%4.1%27%0.0%24%−4.1%21%−8.1%%%31%2%FY22FY24FY26
Mar 26: 27.0% operating margin (−6.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
37%28%30%14%22%0.0%14%−13%6.9%−27%%%27%−6%Jun 23Sep 24Mar 26
37%28%30%14%22%0.0%14%−13%6.9%−27%%%27%−6%Jun 23Sep 24Mar 26

→ Margins slipped — did that reach the bottom line? Next: profit +8.0% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Aether Industries Ltd earned ₹54.0 Cr of net profit in the Mar 26 quarter, +8.0% year on year. It is the 4th consecutive quarter of growth. Full-year FY26 profit was ₹219 Cr. The 4-year compound rate is 19.1%. That is 17.7% of the quarter's revenue. The same quarter a year earlier earned ₹50.0 Cr.

Aether Industries Ltd earned ₹54.0 Cr of net profit in the Mar 26 quarter, +8.0% year on year. It is the 4th consecutive quarter of growth. Full-year FY26 profit was ₹219 Cr. The 4-year compound rate is 19.1%. That is 17.7% of the quarter's revenue. The same quarter a year earlier earned ₹50.0 Cr.

Mar 26 profit was ₹54.0 Cr, +8.0% year on year — the 4th consecutive quarter of growth. On the full year, FY26 printed ₹219 Cr (+38.6%), and the 4-year compound rate is 19.1%.

FY26 profit ₹219 Cr (+38.6% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
19.1% a year over 4 years
Net profitYoY growth
237103%17765%11828%59−9.7%0−47%₹ Cr%₹21938.6%FY22FY24FY26
237103%17765%11828%59−9.7%0−47%₹ Cr%₹21938.6%FY22FY24FY26
Mar 26: ₹54.0 Cr (+8.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
4th straight quarter of growth
Net profit (quarterly)YoY growth
69173%5099%3225%13−49%−6−123%₹ Cr%₹548%Jun 23Sep 24Mar 26
69173%5099%3225%13−49%−6−123%₹ Cr%₹548%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +27.1% and the margin −6.0 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit +42.0% vs revenue +38.8%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 49% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 49% of Aether Industries Ltd's reported profit arrived as operating cash — a gap worth watching. In FY26 that was ₹142 Cr of operating cash against ₹219 Cr of profit. After ₹598 Cr of capital spending, ₹−456 Cr was left as free cash.

FY26: operating cash of ₹142 Cr against reported profit of ₹219 Cr, leaving free cash of ₹−456 Cr after ₹598 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 49% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹142 Cr vs profit ₹219 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 5-year window, annual resolution. FY23/FY24 reflects an acquisition year — point shown clipped.
49% of 3-year profit arrived as cash
Operating cashNet profitFree cash
27377−119−314−510₹ Cr₹142₹219₹−456FY22FY24FY26
27377−119−314−510₹ Cr₹142₹219₹−456FY22FY24FY26
FY26: CFO = 65% of profit (three-year rate 49%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
110%75%40%5.2%−30%%65%FY22FY24FY26
110%75%40%5.2%−30%%65%FY22FY24FY26

🚨 Why conversion sits at 49%: the cash cycle stretched 103 days between FY22 and FY26 — more of each rupee of profit waits inside the cycle before arriving. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: conversion is below par and the cash cycle has stretched 103 days — the next section's job is to find where the cash is stuck.

→ So follow the cash to where it goes. Next: the 330-day cycle, in money terms.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Aether Industries Ltd's cash conversion cycle runs 330 days in FY26, up from 227 days in FY22. Capital spending ran ₹1,480 Cr over the last 3 years. At FY26 sales of ₹1,160 Cr each day of that cycle holds about ₹3.2 Cr, so roughly ₹1,049 Cr sits inside the business at any moment.

FY26: debtors at 123 days, inventory at 326 days — roughly 10.7 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 330 days, looser than FY22's 227.

The full loop: cash goes out to suppliers and production on day 0; stock waits 326 days to sell; customers pay about 123 days after that; and suppliers themselves are paid at 120 days — netting out to the 330-day cycle.

In money terms: at FY26 sales of ₹1,160 Cr, each day of the cycle holds about ₹3.2 Cr — so the 330-day loop keeps roughly ₹1,049 Cr sitting inside the business at any moment.

FY26: a 330-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 5-year window.
+103 days vs FY22
Cash cycleInventory daysDebtor daysPayable days
45635926216568days330d326d123d120dFY22FY23FY24FY25FY26
45635926216568days330d326d123d120dFY22FY24FY26

On the investment side: capital spending of ₹1,480 Cr over the last 3 fiscal years against ₹151 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹506 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹598 Cr, work-in-progress ₹506 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
6464843231610₹ Cr₹598₹506FY23FY24FY26
6464843231610₹ Cr₹598₹506FY23FY24FY26

The synthesis: the working-capital loop is the cash sink the router flagged — watch the cycle, not the P&L.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 12% and the ROIC − WACC spread is −3.7 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Aether Industries Ltd earns a ROCE of 12% in FY26. That is up from a trough of 7% in FY24. Return on invested capital clears the cost of that capital by −3.7 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 18.9% net margin on 0.36× asset turns.

FY26 ROCE is 12%, recovered from a FY24 trough of 7% — the full ladder below shows the fall and the climb, undoctored.

🚨 Why the return is what it is — the wiring (FY26): 18.9% net margin × 0.36× asset turns × 1.30× balance-sheet leverage ≈ 8.8% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 8.3% − 12.0% = a −3.7 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.

FY26: ROCE 12% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 4-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY24's 7%
ROCEROIC (annual)WACC
19%15%12%7.7%4.0%%12%8.8%FY23FY24FY26
19%15%12%7.7%4.0%%12%8.8%FY23FY24FY26
Q4 FY26: ROCE 11.6% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
13%10%7.8%5.4%3.0%%11.6%9.9%Q1 FY24Q2 FY25Q4 FY26
13%10%7.8%5.4%3.0%%11.6%9.9%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.19.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Aether Industries Ltd carries total debt of ₹458 Cr against shareholder equity of ₹2,456 Cr as of Mar 26, a debt-to-equity of 0.19 — effectively unlevered. On the annual view that ratio went from 0.75 in FY22 to 0.19 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Mar 26: total debt of ₹458 Cr against shareholder equity of ₹2,456 Cr — a debt-to-equity of 0.19. On the annual view, debt-to-equity went from 0.75 (FY22) to 0.19 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹458 Cr at 0.19× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
4950.8×3710.6×2470.4×1240.2×00.0×₹ Cr×₹4580.19×FY22FY24FY26
4950.8×3710.6×2470.4×1240.2×00.0×₹ Cr×₹4580.19×FY22FY24FY26
Mar 26: debt ₹458 Cr, debt-to-equity 0.19 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
4950.20×3710.15×2470.10×1240.05×00.00×₹ Cr×₹4580.19×Jun 23Sep 24Mar 26
4950.20×3710.15×2470.10×1240.05×00.00×₹ Cr×₹4580.19×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: Promoters cut 6.9 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters cut 6.9 points of Aether Industries Ltd over 8 quarters, the biggest move on the register. That takes promoters to 74.9% of the company. Foreign institutions moved +4.5 points over the same window, to 7.4%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −6.9 points over 8 quarters to 74.9%; Foreign institutions: +4.5 points over 8 quarters to 7.4%; Domestic institutions: −1.1 points over 8 quarters to 10.5%.

🚨 Why the register moved: promoters drove it (−6.9 points), absorbed on the other side by foreign institutions (+4.5 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −6.9 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
88%65%42%19%−4.1%%74.9%6.3%12.7%6.1%Mar 24Mar 25Mar 26
88%65%42%19%−4.1%%74.9%6.3%12.7%6.1%Mar 24Mar 25Mar 26
Promoters cut 6.9 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
88%65%42%19%−4.5%%74.9%7.4%10.5%7.2%Jun 23Dec 24Jun 26
88%65%42%19%−4.5%%74.9%7.4%10.5%7.2%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Aether Industries Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Speciality Chemicals Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Aether Industries Ltd this page83.7×₹18,945 CrMixed
Pidilite Industries Ltd64.9×₹1.6L CrConsistent
Aarti Industries Ltd42.1×₹17,331 CrTurning around
Anupam Rasayan India Ltd83.6×₹14,226 CrImproving
Privi Speciality Chemicals Ltd42.9×₹14,044 CrMixed
Vinati Organics Ltd30.4×₹13,478 CrTopping out
Alkyl Amines Chemicals Ltd48.3×₹9,153 CrNo read
Clean Science & Technology Ltd33.4×₹7,663 CrDeteriorating
Galaxy Surfactants Ltd24.8×₹6,896 CrMixed
Neogen Chemicals Ltd159.0×₹5,648 CrMixed
Fineotex Chemical Ltd37.7×₹4,610 CrTurning around
Vishnu Chemicals Ltd29.9×₹4,257 CrMixed
Tatva Chintan Pharma Chem Ltd76.9×₹4,029 CrTurning around
Yasho Industries Ltd147.0×₹3,704 CrImproving
Grauer & Weil (India) Ltd20.4×₹3,354 CrTurning around
Panama Petrochem Ltd14.2×₹3,014 CrTurning around
Fineotex Chemical Ltd28.3×₹2,551 CrTurning around
Thirumalai Chemicals Ltd₹2,022 CrNo read
Paushak Ltd41.6×₹1,387 CrMixed
Platinum Industries Ltd23.9×₹1,251 CrImproving
Amines & Plasticizers Ltd29.3×₹1,069 CrTopping out
Sunshield Chemicals Ltd35.5×₹1,051 CrTurning around
Vikram Thermo (India) Ltd20.0×₹768 CrMixed
Sunshield Chemicals Ltd29.2×₹720 CrTurning around
DMCC Speciality Chemicals Ltd24.9×₹680 CrMixed
Chemcon Speciality Chemicals Ltd27.4×₹647 CrImproving
Amal Ltd23.0×₹628 CrNo read
Transpek Industry Ltd13.0×₹595 CrDeteriorating
Kronox Lab Sciences Ltd20.7×₹573 CrMixed
12 · Frequently asked questions

Frequently asked questions

What is Aether Industries Ltd's share price today?

Aether Industries Ltd trades at ₹1,475, +79.3% over the past year. The company is valued at ₹18,945 Cr. The stock sits at 97% of its 52-week range of ₹733–₹1,501, +38.1% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 32 weeks in. — as of 24 July 2026.

What were Aether Industries Ltd's latest quarterly results?

Aether Industries Ltd reported revenue of ₹305 Cr and net profit of ₹54.0 Cr for the Mar 26 quarter. Revenue rose 27.1% and profit rose 8.0% year on year. Earnings per share were ₹4.07. The operating margin was 27.0%, 6.0 pp lower than a year earlier. — as of 24 July 2026.

What is Aether Industries Ltd's revenue?

Aether Industries Ltd reported revenue of ₹305 Cr in the Mar 26 quarter, +27.1% year on year. For the full FY26 fiscal year, revenue was ₹1,160 Cr (+38.3%). Over the last 4 years revenue compounded at 18.4% a year. — as of 24 July 2026.

What is Aether Industries Ltd's profit?

Aether Industries Ltd earned ₹54.0 Cr of net profit in the Mar 26 quarter, +8.0% year on year — the 4th straight quarter of growth. Full-year FY26 profit was ₹219 Cr. The operating margin ran 27.0% in the latest quarter. — as of 24 July 2026.

What is Aether Industries Ltd's market cap?

Aether Industries Ltd's market capitalisation is ₹18,945 Cr at a share price of ₹1,475. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Aether Industries Ltd's P/E ratio?

Aether Industries Ltd trades at a P/E of 83.7×, at the 40th percentile of its own 4-year range, against a long-run median of 87.5×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Aether Industries Ltd pay a dividend?

No — Aether Industries Ltd has recorded a dividend payout of 0% of profit in each of its last 5 reported fiscal years, so there is no payout history to quote. That is a reading of the filed annual statements, not an estimate. — as of 24 July 2026.

Is Aether Industries Ltd overvalued?

On its own history, Aether Industries Ltd looks mid-range against its own history: its P/E of 83.7× sits at the 40th percentile of its 4-year range (long-run median 87.5×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: margins are the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 24 July 2026.

Is Aether Industries Ltd growing?

Yes — Aether Industries Ltd is growing: latest-quarter revenue +27.1% year on year, profit +8.0%, and the margin −6.0 pp at 27.0%. The 4-year compound rates are 18.4% (revenue) and 19.1% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is Aether Industries Ltd performing?

Aether Industries Ltd is in a confirmed uptrend, 32 weeks in. Its latest quarter's revenue rose 27.1% and profit rose 8.0% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 6 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is Aether Industries Ltd in?

Mixed — growth is normalizing off a hyper-growth base: profit growth has eased from +110.8% at its peak to +38.6% but is still expanding, ROCE holding at 12.8%. The read comes from the last 12 quarters of growth (revenue growth +38.3% latest, profit growth +38.6% latest, eps growth +38.5% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Aether Industries Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 32 of stage 2), trading +38.1% versus its 200-day average and at 97% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Aether Industries Ltd beating the market?

On recent form, yes — Aether Industries Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 6 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 4.1 years the stock moved +91% against the NIFTY 500's +68% — ahead of the index over the full window. — as of 24 July 2026.

Will Aether Industries Ltd's share price go up?

This page publishes no price forecast for Aether Industries Ltd. What it measures instead: the share price is ₹1,475, the price is in a confirmed uptrend 32 weeks in. Its P/E of 83.7× sits at the 40th percentile of its own 4-year range. — as of 24 July 2026.

Who owns Aether Industries Ltd?

Promoters hold 74.9% of Aether Industries Ltd, foreign institutions 7.4%, domestic institutions 10.5% and the public 7.2% (latest quarter). The biggest move on the register over the last two years: Promoters cut 6.9 points over 8 quarters. — as of 24 July 2026.

Does Aether Industries Ltd have too much debt?

No — Aether Industries Ltd's debt-to-equity is 0.19, and operating profit covers the interest bill 20×. FY26 borrowings were ₹458 Cr against equity of ₹2,456 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.

What is Aether Industries Ltd's capex?

Aether Industries Ltd spent ₹1,480 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹598 Cr, with ₹506 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Aether Industries Ltd's cash flow?

Aether Industries Ltd generated ₹142 Cr of operating cash flow in FY26 and ₹−456 Cr of free cash flow after ₹598 Cr of capital spending. Reported profit that year was ₹219 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Aether Industries Ltd's profit real cash?

Not fully — over the last 3 fiscal years, 49% of Aether Industries Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹142 Cr against reported profit of ₹219 Cr. The cash then goes mostly into the working-capital cycle. Cash-flow resolution is annual — as of 24 July 2026.

Where is Aether Industries Ltd in its business cycle?

Aether Industries Ltd's FY26 operating margin was 31.0%, against a 5-year band of 22.0%–31.0%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 27.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Aether Industries Ltd story?

The sharpest disagreement: profits are rising, but only 49% of the last 3 years' profit arrived as operating cash — the gap between the P&L and the bank account is the thing to watch. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Aether Industries Ltd a stock worth studying right now?

This is not investment advice. The machine read: Aether Industries Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: whether the cash starts following the profit. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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