Aether Industries Limited has completed the allotment of 5,251 equity shares to eligible employees under its Employee Stock Option Scheme 2021 (AIL ESOS 2021). The company informed BSE Limited and National Stock Exchange of India Limited about this corporate action on February 10, 2026, in compliance with Regulation 30 of SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015.

Share Allotment Details

The Nomination and Remuneration Committee approved the allotment on February 10, 2026, with shares issued at two different exercise prices:

All shares carry a face value of Rs. 10 each and will rank pari-passu with existing equity shares of the company.

Updated Share Capital Structure

Following this allotment, the company's share capital structure has been updated:

Regulatory Approvals and Compliance

The company has obtained in-principle approval from both BSE Limited and National Stock Exchange of India Limited for a pool of 11,00,000 equity shares under the AIL ESOS 2021 scheme. The regulatory filings were completed on October 6, 2022, with approvals received from NSE on November 11, 2022, and from BSE on October 20, 2022.

Key regulatory details include:

• NSE Filing Number: NSE/LIST/32832
• BSE Filing Number: DCS/IPO/TL/ESOP-IP/2529/2022-23
• No lock-in period applies to the allotted shares
• No additional listing fees required as the company has already paid fees for issued share capital up to Rs. 200 crore for the current fiscal year

Next Steps

The company will communicate this corporate action to depositories for crediting equity shares to beneficiaries' accounts, followed by obtaining listing and trading approvals from stock exchanges. The newly allotted shares will be identical in all respects to existing equity shares and will commence trading without any restrictions.

Aether Industries Limited has announced its unaudited financial results for the third quarter ended December 31, 2025, delivering strong performance across key financial metrics while providing strategic guidance for future capacity utilization and updated revenue projections. The specialty chemicals manufacturer reported consolidated net profit of ₹644.79 million compared to ₹433.90 million in the corresponding quarter of the previous year, representing a substantial year-on-year growth of 49%.

Strong Revenue and Operational Performance

The company achieved impressive revenue growth with consolidated revenue from operations reaching ₹3,171.21 million compared to ₹2,196.81 million in Q3FY25, marking a robust year-on-year growth of 44.4%. The company's operational efficiency improved significantly, with profit before exceptional items and tax rising to ₹895.12 million from ₹640.83 million in the previous year.

Strategic Revenue Mix and Sector Growth Outlook

Aether Industries has outlined its strategic revenue composition targets, aiming for 70% of revenue to come from Contract Research and Manufacturing Services (CRAMS) and Contract Engineering and Manufacturing (CEM), while 30% will be derived from large-scale manufacturing operations. The company expects growth in oil, gas, and material science sectors by the end of the year, positioning itself strategically across these high-growth industrial segments.

Updated Revenue Guidance and EBITDA Margin Outlook

Aether Industries has provided updated guidance on its revenue expectations and margin sustainability. The company expects sales of ₹35 to 40 crores from its contract with Otsuka Chemicals for FY2026. Additionally, the company has issued sustainable EBITDA margin guidance of 29% to 30%, noting that the Q3 FY2026 margin of 34% was enhanced by a one-time claim.

Site-Wise Sales Outlook and Product Performance

The company has provided specific guidance on its facility-wise performance expectations. Sales from Site-4 are expected to remain steady for FY2026, with growth anticipated for FY2027. This strategic outlook reflects the company's measured approach to capacity expansion and market development across its manufacturing facilities.

Future Capacity Utilization and Strategic Outlook

Aether Industries has provided guidance on its capacity utilization expectations for FY2027. The company expects Site-3++ capacity utilization to be between 45% and 50% for FY2027, while initial blocks of Site-5 will likely reach 35% to 40%. Converge Polyol sales are set to meet FY2026 goals, and rising customer inquiries give management confidence for FY2027 performance.

R&D Pipeline and Contract Development

The company has highlighted significant developments in its research and development pipeline. Three to four molecules from the R&D pipeline, similar in size to the Miliken Contract, are anticipated to generate major contracts within one to three years. This development underscores the company's strong innovation capabilities and potential for sustained growth through new product commercialization. The Miliken Contract is set to start commercialization in Q1 FY2027, marking a significant milestone for the company's contract manufacturing business.

Nine-Month Performance Highlights

For the nine months ended December 31, 2025, the company maintained its growth momentum with consolidated net profit reaching ₹1,654.56 million compared to ₹1,081.23 million in the corresponding period of the previous year, representing a growth of 53%. Revenue from operations for the nine-month period stood at ₹8,533.58 million against ₹5,984.94 million in the previous year, showing a growth of 42.6%.

Earnings Call Audio Recording Available

In compliance with SEBI regulations, Aether Industries Limited has made available the audio recording of its earnings conference call for Q3FY26 results held on February 3, 2026. The recording is accessible on the company's official website and provides detailed discussions on the financial performance for the quarter and nine months ended December 31, 2025.