ALFA Finder| 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
- ₹512.25
- Market cap
- ₹6,779 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 75.8×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.