Aether Industries Limited (AETHER) — Announcement | 31 July 2026 (3 announcements)

Aether Industries announced a strategic research partnership with Dow Chemical India to co-develop advanced silicone manufacturing technologies at its Surat R&D facilities, targeting commercialization and industrial-scale production to capture growth in India's high-demand silicone materials market.

Aether Industries Limited presented its investor presentation on July 31, 2026, highlighting 27% YoY sales growth driven by strong performance in Contract Research and Manufacturing Services (CRAMS) and Contract and Exclusive Manufacturing (CEM), which now contribute 60% of revenue. The company emphasized sector diversification, with oil and gas crossing $1,000 million in quarterly revenue, and maintained EBITDA margin guidance of ~30% for FY2027. Capital expenditure plans include $1,000 million for a new R&D centre and $833 million for Magnum site expansion, targeting commercialization by Q3 FY2027.

Aether Industries announced a strategic research collaboration with Dow Chemical to develop advanced silicone manufacturing technologies in India, leveraging Aether's Surat R&D facilities for pilot-scale innovation. The partnership aims to create indigenous solutions for high-growth sectors like electronics and healthcare while establishing a long-term platform for commercialization and industrial-scale production, positioning Aether as a key player in India's specialty chemicals innovation ecosystem.