| Revenue guidance | 35.0% → 60.0% Raised by 25.0 percentage points |
|---|---|
| Management target | Revenue 60.0% FY27 |
| Revenue growth | 87% YoY growth in Q2, record ₹207.68 Cr total income. |
|---|---|
| Margins | Strong expansion: H1 EBITDA margins at 23.77% vs 21.19% YoY. |
| Order book | 3-month rolling firm visibility; expanding into international OEM markets. |
| Demand visibility | Strong multi-year tailwinds from global AI and HPN data center infrastructure. |
| Management confidence | Highly optimistic, emphasizing strategic pivot to high-margin AI data center cooling. |
Growth
Revenue grew 87% YoY; H1 FY27 EBITDA rose 103% with margins expanding to 23.77%.
Outlook
Guided ₹715-725 Cr revenue for FY27; targets ₹1,500 Cr revenue by FY30.
Risks
Rising international freight costs and geopolitical shipping delays; high customer concentration in liquid cooling segment.
Earnings Call Transcript filed with NSE, NSE: AEROFLEX. Summary written with AI assistance from the document.
Aeroflex Industries Ltd: key numbers
- Share price
- ₹559.25
- Market cap
- ₹7,401 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 82.7×Sector 16.7×
- 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 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.
Aeroflex Industries Patent
Aeroflex Industries secured an Indian patent for automated 3D CAD modeling of braided hose assemblies. The grant underscores its R&D and engineering innovation focus.