| 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
- ₹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 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.
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.