| 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
- ₹559.70
- Market cap
- ₹7,407 Cr
- Revenue (annual)
- ₹441.9 Cr
- Net profit (annual)
- ₹55.53 Cr
- P/E (TTM)
- 110.3×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 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.
Aeroflex Industries Board Meeting Date
Aeroflex Industries Limited will hold a board meeting on July 27, 2026, to consider and approve the company's unaudited financial results for the quarter ended June 2026.