| Revenue growth | 38% YoY growth in Q4, 17% for full year FY26. |
|---|---|
| Margins | Structural expansion driven by value-added skid assemblies and automation. |
| Order book | Strong pipeline for skids with long-term contracts from US principals. |
| Demand visibility | High visibility in AI infrastructure and liquid cooling segments. |
| Management confidence | Balanced, focused on capacity execution and new segment scaling. |
Growth
Revenue grew 38% YoY in Q4. EBITDA margins expanded 326 bps to 23.8% due to high-value product mix.
Outlook
Targeting 15,000 skid units capacity by Q1 FY27; overall FY27 revenue growth guided at 35%.
Risks
Heavy reliance on a single US-based principal for AI skid supply and design creates significant concentration risk.
Earnings Call filed with NSE, NSE: AEROFLEX. Summary written with AI assistance from the document.
Aeroflex Industries Ltd: key numbers
- Share price
- ₹564.20
- Market cap
- ₹7,466 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 111.2×Sector 18.4×
- 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 Investor Presentation: Key Takeaways
Aeroflex reported its highest-ever quarterly performance in Q1FY27, driven by a pivot towards high-margin liquid cooling solutions for AI data centers.
Aeroflex Industries Other Announcement
Aeroflex Industries submitted its quarterly statement of deviation or variation for fund utilization under Regulation 32. The company confirmed no deviation in fund usage.
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 Management Change
Aeroflex Industries Limited has re-appointed Shweta Jain and Co LLP as its Statutory Auditor for a term of 60 months, effective July 21, 2026.
Aeroflex Industries Annual General Meeting
Aeroflex Industries Limited held its 32nd Annual General Meeting on July 21, 2026. Shareholders approved all agenda items, including financial statements and dividend declaration.