Synopsis: Aeron Composite Limited highlighted in its FY26 investor presentation that its new 51,671 sq. mtr. The manufacturing facility is now fully operational, with production capacity ramped up to 22,000 MT. The company is also expanding into high-growth GFRP Rebar and CFRP products while targeting stronger revenue growth and margin improvement.
Shares of Aeron Composite Limited are likely to remain in focus after the company released its investor presentation for H2 and FY26, highlighting the successful commissioning and full operational ramp-up of its new manufacturing facility, along with expansion plans in next-generation composite products.
Aeron Composite Limited has established itself as a 360-degree Fiber Reinforced Polymer (FRP) solutions provider, manufacturing products such as structural profiles, gratings, rods, poles, cable trays, handrails and recently introduced GFRP rebars. The company serves industries including telecom, utilities, infrastructure, renewable energy, oil & gas, and chemicals across domestic and international markets.
According to the investor presentation, the company’s new manufacturing facility spread across 51,671 sq. mtr. is now fully operational, with production capacity successfully ramped up to 22,000 MT as previously committed. The facility has helped increase Aeron’s total installed capacity to 23,415 MT, providing a platform for future growth and operational efficiencies.
During FY26, the company reported revenue of Rs. 221.8 crore, EBITDA of Rs. 18.8 crore and PAT of Rs. 8.7 crore. Over the last five years, Aeron delivered a revenue CAGR of 23 percent and PAT CAGR of 28 percent, reflecting strong growth despite industry challenges.
One of the key growth drivers highlighted by the company is its entry into the GFRP Rebar segment under the Gigabar brand. GFRP rebars are corrosion-resistant, lightweight alternatives to traditional steel reinforcement bars and are increasingly being adopted in roads, bridges, tunnels, marine structures and water treatment facilities. Commercial sales commenced in March 2025, and the company plans to expand rebar production lines from two to five by FY27.
The company is also planning to enter the Carbon Fiber Reinforced Polymer (CFRP) products segment by the end of H1FY27. These products are expected to cater to high-value applications in wind energy, railways, automotive and renewable energy sectors, offering higher margins compared to conventional FRP products.
To support these growth initiatives, Aeron plans to utilise around Rs. 28 crore from IPO proceeds for the addition of rebar manufacturing machines, rebar bending lines, CFRP facilities, rod manufacturing equipment and factory infrastructure expansion.
The company also maintains a strong export presence, with exports contributing 52 percent of FY26 revenue. Aeron currently exports its products to more than 39 countries and serves over 800 customers globally, supported by its recognition as a Two Star Export House under India’s Foreign Trade Policy.
Management has outlined medium-term targets of achieving more than 15 percent revenue CAGR over the next three years while improving EBITDA margins beyond 10 percent through capacity utilisation improvements, automation, new product additions and global market expansion.
Incorporated in 2011, Aeron Composite Limited manufactures and supplies Fiber Glass Reinforced Polymer (FRP) products, including cable trays, gratings, rods, poles, structural profiles, handrails and other advanced composite solutions. The company operates across India and international markets, serving infrastructure, industrial, telecom and renewable energy sectors.
With its new facility now fully operational, growing export footprint, expansion into GFRP rebars and planned entry into CFRP products, Aeron Composite appears to be positioning itself for the next phase of growth in the rapidly expanding composites and infrastructure materials industry.
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