| Revenue growth | FY26 +17% YoY; Q4 +38% YoY. |
|---|---|
| Margins | EBITDA margin improved to 23.86% in Q4; target 25% medium-term. |
| Order book | Exclusive long-term contract with a US-based principal for India market. |
| Demand visibility | Strong pipeline for liquid cooling skids in data center/AI segments. |
| Management confidence | High; successfully met annual targets despite weak Q1. |
Growth
FY26 Revenue: ₹443.3cr (+17% YoY); EBITDA: ₹99.7cr (+26% YoY); PAT: ₹55.5cr. Q4 revenue grew 38% YoY.
Outlook
FY27 revenue growth guidance of 35%+. Target EBITDA margin 23% for FY27, reaching 25% annually in 2-3 years.
Risks
Design bottlenecks in skids, stringent customer quality audits, and US tariff uncertainties (currently reduced).
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 its highest quarterly revenue and EBITDA, driven by entry into high-margin liquid cooling skids for AI data centers. While core hoses remain stable, the new skid segment is the primary catalyst.
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