AC

Aeron Composites

Q4 FY26

Aeron Composites Q4 FY26: Revenue ₹103 Cr, PAT ₹1.5 Cr

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹82
Market cap₹140 Cr
P/E16.0
Updated16 Oct 2026
Read4 min read

Based on Aeron Composites's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.

The short version

For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Quarter EBITDA: ₹7.9 Cr (H2FY26) - Quarter EBITDA Margin: 7.6% (H2FY26) - Quarter PAT: ₹1.5 Cr (H2FY26) - Year-on-Year Change: - EBITDA down 14% vs H2FY25 (₹9.2 Cr) - PAT down 78% vs H2FY25 (₹6.7 Cr) - Operating Margin (EBITDA) YoY: From 8.5% (H2FY25) to 7.6% (H2FY26) - Margin Outlook: - The presentation does not explicitly state any forward-looking EBITDA or PAT margin guidance.

From Aeron Composites's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26.
  • H2 FY26 revenue declined 5% YoY from ₹108.6 Cr in H2 FY25 and 6% YoY in total income.
  • PAT for H2 FY26 was ₹1.5 Cr, down 78% YoY from ₹6.7 Cr in H2 FY25.
  • EBITDA margin for H2 FY26 was 7.6%, down from 8.5% in H2 FY25.
  • Installed capacity ramped up to 22,000 MT with 23,415 MT capacity reported in FY26.
  • Capacity utilization declined to 48.5% in FY26 from 68% in FY25.

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Profitability & Margins

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Capital Expenditure Plans

  • Commissioned a fully owned 51,671 sq. mtr. manufacturing facility at Mehsana, Gujarat, expanding installed capacity to 22,000 MT (FY25-26).
  • FRP Rebar capacity expansion from 2 to 5 lines by FY27 and Rebar Bend line capacity from 4 to 8 by H1FY27.
  • Capex of Rs. 28 Cr from IPO proceeds allocated for:
  • Addition of 3 FRP Rebar machines
  • 4 Rebar bend machines
  • Factory’s office building
  • CFRP building & machines
  • Rod manufacturing machines

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Fundraising & Capital Structure

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Order Book & Pipeline

The investor presentation does not explicitly mention any figures or details regarding: - Order book - Order inflow - Pending orders No specific data or statements related to current or future orders are provided in the presented pages of the document. The focus is primarily on financial performance, leadership, branding activities, and strategic growth without disclosure of order-related metrics.

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Frequently Asked Questions

What were Aeron Composites Q4 FY26 results?

For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Quarter EBITDA: ₹7.9 Cr (H2FY26) - Quarter EBITDA Margin: 7.6% (H2FY26) - Quarter PAT: ₹1.5 Cr (H2FY26) - Year-on-Year Change: - EBITDA down 14% vs H2FY25 (₹9.2 Cr) - PAT down 78% vs H2FY25 (₹6.7 Cr) - Operating Margin (EBITDA) YoY: From 8.5% (H2FY25) to 7.6% (H2FY26) - Margin Outlook: - The presentation does not explicitly state any forward-looking EBITDA or PAT margin guidance.

What is Aeron Composites share price analysis?

Aeron Composites currently shows a neutral. The stock trades at a P/E of 16.0 with a market cap of ₹140 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aeron Composites planning capital expenditure?

Commissioned a fully owned 51,671 sq.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.