Aeroflex Enterprises Limited has informed the Exchange about the Investor Presentation for the quarter ended June 30, 2025.
AEROENTER · price
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Aeroflex Enterprises reported Q1FY26 consolidated total income of ₹142.04 Cr, up 9.69% YoY, but profitability weakened with EBITDA falling 8.85% to ₹25.81 Cr and PAT declining 19.92% to ₹14.42 Cr. EBITDA margin compressed 370 bps to 18.17%, reflecting tariff-related headwinds at Aeroflex Industries (revenue down 6.73% YoY to ₹84.67 Cr) and margin pressure at MRO (EBITDA margin fell 1218 bps to 23.55%). On the growth side, the company acquired an additional 13% stake in M.R. Organisation on 24 July 2025, and MRO completed two strategic acquisitions—51% in Madhura Compressors (May 2025) and 51% in Portugal-based ABP Impex (June 2025)—expanding its global compressor footprint. Aeroflex Industries signed a long-term supply agreement with a listed US corporation for liquid cooling solutions for data centers, with first orders already received. The company also booked a partial exit from a startup portfolio investment at 4.60x multiple and 77.33% IRR, and Aeroflex Finance grew to 10,000+ borrowers with ₹77.18 Cr disbursed at a 14.22% net interest margin.
Near-term sentiment may be pressured as consolidated EBITDA and PAT declined despite revenue growth, with margins contracting across key segments. However, the US data center supply deal, fresh acquisitions in compressors and Europe, and continued startup portfolio monetisation provide positive longer-term growth catalysts for shareholders.