| Revenue growth | 38% YoY growth in Q4, 17% for full year FY26. |
|---|---|
| Margins | Structural expansion driven by value-added skid assemblies and automation. |
| Order book | Strong pipeline for skids with long-term contracts from US principals. |
| Demand visibility | High visibility in AI infrastructure and liquid cooling segments. |
| Management confidence | Balanced, focused on capacity execution and new segment scaling. |
Growth
Revenue grew 38% YoY in Q4. EBITDA margins expanded 326 bps to 23.8% due to high-value product mix.
Outlook
Targeting 15,000 skid units capacity by Q1 FY27; overall FY27 revenue growth guided at 35%.
Risks
Heavy reliance on a single US-based principal for AI skid supply and design creates significant concentration risk.
Earnings Call filed with NSE, NSE: AEROFLEX. Summary written with AI assistance from the document.
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.
More from Aeroflex Industries Ltd
All →Aeroflex Industries Earnings Call Transcript: Key Takeaways
Aeroflex reported its highest quarterly revenue and EBITDA, driven by core flexible hoses and a rapid scale-up in data center skid assemblies.
Aeroflex Industries Investor Presentation: Key Takeaways
Aeroflex reported its highest-ever quarterly performance in Q1FY27, driven by a pivot towards high-margin liquid cooling solutions for AI data centers.
Aeroflex Industries Q1 FY27 Results: Net Profit ₹18.8 Cr, Up 161.1% YoY
Aeroflex Industries Ltd reported revenue from operations of ₹145.4 Cr (+72.5% YoY) and net profit of ₹18.8 Cr (+161.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹18.8 Cr · +161.1% YoY
Aeroflex Industries Earnings Call: Key Takeaways
Aeroflex reported record FY26 results with 17% revenue growth and 26% EBITDA growth. Strategy centers on high-margin liquid cooling skids for AI data centers.
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.
Aeroflex Industries Q4 FY26 Results: Net Profit ₹17.6 Cr, Up 57.1% YoY
Aeroflex Industries Ltd reported revenue from operations of ₹125.8 Cr (+37.2% YoY) and net profit of ₹17.6 Cr (+57.1% YoY) for Q4 FY26.
- Key figure
- Net profit ₹17.6 Cr · +57.1% YoY