Toh yaar, Aether Industries ne Q4 mein revenue toh 27% tez kiya hai, pohoch gaya ₹305 crore tak. Profit bhi ₹54 crore ho gaya, jo accha sign hai. Par jo asli problem hai woh hai EBITDA margins ka girna. Ye 33.2% se 27.1% par aa gaye hain. Iska matlab hai ki company ki kamai ka ratio thoda kam ho gaya hai. Shayad raw material ke daam badh gaye hon ya phir operational costs zyada aa gaye hon. Isi wajah se Friday ko stock market mein 0.35% hi thoda upar ₹1,110.20 par band hua.
Aur ek scene hua tha 11 March ko, jab ek warehouse mein aag lag gayi thi. Is incident mein ₹7 crore ka inventory ka nuksan hua aur property ko ₹29.97 crore ka damage pahuncha. Achhi baat ye hai ki insurance se ₹21 crore mil chuke hain, aur baaki paisa bhi milne ki ummeed hai.
Specialty chemicals sector jahan Aether Industries kaam karta hai, woh kaafi grow kar raha hai. Lekin Aether ka valuation thoda expensive side par hai. Inka P/E ratio 82.17 hai, jo PI Industries (33.0) aur Vinati Organics (31.6) se kaafi upar hai. Iska matlab hai market inka future growth bahut tezi se expect kar raha hai.
Phir bhi, analysts ka confidence kaafi high hai. Sab log isko 'Strong Buy' keh rahe hain aur average target price ₹1,154 diya hai. Unko lagta hai ki company FY27 tak apni earnings recover kar legi aur naye contract manufacturing se bhi faayda uthayegi.