ALFA Finder| Revenue growth | 72.4% YoY increase in Q1 FY27. |
|---|---|
| Margins | EBITDA margins expanded 468 bps to 23.04%; targeting 25% blended margin. |
| Order book | Two-month rolling dispatch schedule; constant talks for international skid orders. |
| Demand visibility | Strong, driven by AI infrastructure and data center expansion in India/Europe. |
| Management confidence | High; citing momentum in liquid cooling and international data center demand. |
Growth
Revenue grew 72.4% YoY to INR 145.97 Cr; EBITDA rose 116% to INR 33.5 Cr.
Outlook
Targeting 25% EBITDA margin; expanding skid assembly capacity from 9,000 to 15,000 units by Q3 FY27.
Risks
Rising logistics costs due to West Asia crisis; proprietary customer details and specific margin breakdowns withheld.
Last quarter's promises, checked
Delivered
- Targeted 20% dividend → Delivered 20% (INR 0.40/share) (= BEAT)
- Guided 6,000 skid capacity by Q1 → Delivered 9,000 units (= BEAT)
- Guided 23% EBITDA margin for FY26 → Delivered 23.04% in Q1 FY27 (= BEAT)
Partly delivered
- Guided 35% revenue growth → Delivered 72.4% in Q1 (partial as FY target) (= BEAT)
Earnings Call Transcript filed with NSE, NSE: AEROFLEX. Summary written with AI assistance from the document.
Aeroflex Industries Ltd: key numbers
- Share price
- ₹507.40
- Market cap
- ₹6,714 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 75.0×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.