| 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
- ₹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.
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- Key figure
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- Key figure
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