| 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
- ₹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 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 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