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Vineet Saxena

11th Dec · SEBI-Registered Analyst

AETHER
: Quiet Compounder or Just Cooling Off?🚀

AETHER
formed a +22% voluminous November weekly candle, trying to breakout above its 7-week downtrend with 2.1× average weekly volume. That’s not retail noise. That’s positioning coming from institutions at a moderately undervalued price. 📌 Sales (TTM) ₹990–1,020 Cr revenue range Growth has been steady at ~8–10% CAGR over the last few years Even in a weak specialty-chem cycle, topline held up 📌 PAT FY23 PAT: ₹178 Cr FY24 PAT: ₹165 Cr (margins dipped) TTM PAT now stabilizing around ₹150–155 Cr Net margin: ~15% 📌 Order Pipeline 35+ active clients across pharma, agrochem, material sciences High-value long-term projects in CRAMS + contract manufacturing EV-linked intermediates forming ~8–10% of pipeline and rising New multi-year deals with global pharma + advanced intermediates makers 📌 Investor Sentiment P/S compressed from 17× → 11× FII stake holding steady; DII + retail gradually adding This week’s breakout volume: ~2.1× of 20-week average 📌 Future Growth – EV Theme ⚡ Aether supplies intermediates used in: electrolyte additives binder chemicals advanced battery materials EV-linked opportunity expected to grow 20–25% CAGR over next 3–5 years. Waiting for breakout and further volume accumulation for momentum and achievable targets.

#FundamentalViews#WatchOutFor#HiddenGems#TrendingSectors#SectorBreakouts
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