Aaron Industries Ltd
Aaron Industries Q2 FY26: Capex ₹35 Cr
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Target to reach around 3,500 doors per month in sales by end of FY27, up from 1,500 doors previously. The company expects a better performance in H2 FY26 compared to H1, aiming to achieve or exceed previous growth guidance of 25% (Page 4).
From Aaron Industries Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Target to reach around 3,500 doors per month in sales by end of FY27, up from 1,500 doors previously. (Page 5)
- Focus on ramping up sales to utilize expanded production capacity fully, shifting constraint from production to sales. (Page 5)
- Expect Q3 and Q4 of FY26 to be stronger due to industry seasonality, aiming to recover growth despite H1 disruptions. (Page 4)
- Expanding customer base across all regions of India (West, East, North, South), with good response from North and Northeast markets. (Page 10)
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Profitability & Margins
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Capital Expenditure Plans
- Recent CAPEX of ₹35 crore has been undertaken for the new Unit 3 Kosamba plant, enhancing production capacity.
- Unit 3 has been operational for 4-5 months with current utilization at 35-40%.
- Break-even for the new capacity is expected in about 3-4 years, primarily to clear interest costs by 2029.
- Capacity expansion has shifted constraints from production to sales, with a focus on ramping up sales to utilize increased capacity.
- The company is expanding its customer network across Tier 1, 2, and 3 cities and exploring export markets like Nepal, Kenya, and Tanzania for future growth.
- Export initiatives involve due diligence and bank-backed LC-driven transactions to mitigate risks.
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The company is currently in talks with Tier 1 elevator customers; the enlistment process is completed and product testing is ongoing.
- Registration for Tier 1 customers is a lengthy process, with expected full business capture in the next few months.
- Steel supplies to national players have already started, indicating current order inflow from that segment.
- Export orders are emerging from markets like Kenya and Nepal, with partnerships secured through bank-documented Letter of Credit (LC), minimizing financial risk.
- The North India market is seeing encouraging responses, with a dedicated team working on expansion.
- Orders are also being received from the Northeast (Seven Sisters region) through the Kolkata warehouse.
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Aaron Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹27 Cr, net profit ₹2 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Aaron Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Aaron Industries Ltd Q2 FY26 results?
Target to reach around 3,500 doors per month in sales by end of FY27, up from 1,500 doors previously. The company expects a better performance in H2 FY26 compared to H1, aiming to achieve or exceed previous growth guidance of 25% (Page 4).
What is Aaron Industries Ltd share price analysis?
Aaron Industries Ltd currently shows a neutral. The stock trades at a P/E of 32.2 with a market cap of ₹267 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aaron Industries Ltd planning capital expenditure?
Recent CAPEX of ₹35 crore has been undertaken for the new Unit 3 Kosamba plant, enhancing production capacity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.