ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 72.41% YoY in Q1FY27. |
|---|---|
| Margins | EBITDA margins expanded 468 bps YoY to 23.04%. |
| Demand visibility | Strong pipeline from hyperscalers and 9+ GW India DC projects. |
| Management confidence | High; citing multi-decade opportunity in liquid-cooled AI infrastructure. |
Growth
Revenue grew 72% YoY to ₹146 Cr; EBITDA increased 116% to ₹33.5 Cr with PAT up 162%.
Outlook
Expanding liquid cooling skid capacity from 9,000 to 15,000 p.a. by Q3FY27; targeting 20Mn meters hose capacity.
Risks
Global macro fluctuations, ability to retain skilled professionals, and potential time/cost over-runs on international contracts.
Last quarter's promises, checked
Delivered
- Targeted 35% growth for Q4 → delivered 38% YoY (= BEAT)
- Guided 6,000 skid capacity by half year → delivered 6,000 units (= BEAT)
- Targeted 22.5% EBITDA margin for FY26 → delivered 22.6% (= BEAT)
Partly delivered
- Guided 20-22% skid revenue contribution → delivered 22.2% in Q1 (= BEAT/PARTIAL timing)
Investor Presentation 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.