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Earnings Call

Aeroflex Enterprises Earnings Call: Key Takeaways

Aeroflex Enterprises reported FY26 consolidated revenue of ₹726.10 Cr (+19.8% YoY) and PAT of ₹85.33 Cr (+5.7% YoY), driven by industrial cooling solutions and strategic M&A exits.

Highlights
Revenue growthFY26 +19.80% YoY; Q4 +24.40% YoY.
MarginsFY26 EBITDA margin 20.63%; Aeroflex Industries margin 22.57%.
Order bookReceived major orders for advanced liquid cooling flow control components.
Demand visibilityStrong demand from global data center and AI infrastructure industries.
Management confidenceStrong momentum across subsidiaries and business verticals.

Growth

Consolidated Revenue grew 19.8% YoY in FY26; Q4 FY26 Revenue increased 24.4% YoY. Operating EBITDA CAGR at 42%.

Outlook

Expanding skid assembly capacity to 15,000 units by Q2FY27; focus on liquid cooling for data centers/AI infrastructure.

Risks

Fluctuations in earnings, international operation risks, and competitive pressures mentioned in safe harbor.

Source

Earnings Call filed with BSE, NSE: AEROENTER. Summary written with AI assistance from the document.

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Aeroflex Enterprises Ltd: key numbers

Share price
₹125.64
Market cap
₹1,422 Cr
Revenue (annual)
₹697.8 Cr
Net profit (annual)
₹64.22 Cr
P/E (TTM)
9.4×Sector 19.0×
Promoter holding
52.30%+0.71% QoQ
FII holding
1.25%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Aeroflex Enterprises Ltd

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19:41 IST BSE
Promoter Buying

Aeroflex Enterprises Promoter Buying: ₹2.11 Cr

Promoter group entity A Flex Invest Private Limited acquired 1.76 lakh shares of Aeroflex Enterprises Ltd from the market for ₹2.11 Crore.

Value
₹2.11 Cr
Promoter stake change
+0.16%
18:43 IST BSE
Management Change

Aeroflex Enterprises Management Change

Shareholders approved the re-appointment of Mrs. Uma Manoj Mandavgane as a Non-Executive Independent Director for a second five-year term, effective May 31, 2027.

18:31 IST NSE
Annual General Meeting

Aeroflex Enterprises Annual General Meeting

Aeroflex Enterprises Limited held its 41st Annual General Meeting on September 08, 2026. All resolutions set out in the notice were approved by the members.