ALFA Finder| 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
- ₹499.60
- Market cap
- ₹6,611 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 73.9×Sector 17.1×
- Promoter holding
- 65.47%+0.00% QoQ
- FII holding
- 3.93%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 delivered record quarterly revenue crossing ₹200 Cr, transitioning from a hose manufacturer to an integrated liquid cooling skids provider for AI data centers.
- Call
- Guides 60% growth
Aeroflex Industries Management Change
Aeroflex Industries reports Drashti Bhil's change from Deputy CFO to CFO, plus Mustafa Kachwala's tenure completion as CFO effective 27 November 2026. Management reshuffle with no money or business event.
Aeroflex Industries Other Announcement
Aeroflex Industries filed its Reg 32 statement for the quarter ended September 30, 2026, on its preferential issue proceeds. It reports no deviation or variation and states the full Rs. 54.99 Crore has been utilised.
Aeroflex Industries Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue Rs 207.68 Cr (+87% YoY), EBITDA Rs 50.34 Cr (+94%), PAT Rs 36.56 Cr (+157%), EBITDA margin 24.27%. Capacity expansion to 30 Mn m hoses and 30,000 skids by FY28E.
Aeroflex Industries Q2 FY27 Results: Net Profit ₹36.6 Cr, Up 157.7% YoY
Aeroflex Industries Ltd reported revenue from operations of ₹207.4 Cr (+87.0% YoY) and net profit of ₹36.6 Cr (+157.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹36.6 Cr · +157.7% YoY
Aeroflex Industries Board Meeting Date
Aeroflex Industries Limited scheduled a board meeting for October 28, 2026, to approve its unaudited standalone and consolidated financial results for the half year.