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Aeroflex Industries Earnings Call: Key Takeaways

Aeroflex reported its highest-ever quarterly and yearly performance in FY26, driven by entry into high-growth liquid cooling skid assemblies for data centers.

Highlights
Revenue growth17% YoY for FY26; 38% YoY for Q4FY26.
MarginsEBITDA margins improved 156 bps YoY to 22.57% for FY26.
Demand visibilityHigh demand from AI infrastructure and data center liquid cooling markets.
Management confidenceStrong, citing 'landmark year' and successful entry into new segments.

Growth

FY26 Total Income grew 17% YoY to ₹443.3 Cr; EBITDA grew 26% to ₹99.7 Cr with 22.6% margins.

Outlook

Expanding skid assembly capacity from 6,000 to 15,000 units by Q2FY27; targeting new age industries like Hydrogen and EV.

Risks

Global headwinds and competition in domestic/international markets remain key operational risks.

Source

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

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Aeroflex Industries Ltd: key numbers

Share price
₹525.70
Market cap
₹6,957 Cr
Revenue (annual)
₹441.9 Cr
Net profit (annual)
₹55.53 Cr
P/E (TTM)
103.6×Sector 19.0×
Promoter holding
65.47%+0.00% QoQ
FII holding
3.61%Current quarter

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

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