Aeroflex Enterprises Limited has informed the Exchange regarding 'Investor Presentation for the quarter and Nine Months ended 31st December, 2025'.
AEROENTER · price
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Aeroflex Enterprises posted Q3 FY26 consolidated total income of ₹196.43 Cr, up 22.06% YoY, with EBITDA of ₹42.78 Cr (margin 21.78%, up 171 bps) and PAT of ₹24.81 Cr (margin 12.63%). For 9M FY26, total income rose 18.06% to ₹518.86 Cr, but PAT slipped 4.12% to ₹59.66 Cr and PAT margin contracted 266 bps to 11.50%, weighed down by weaker H1 and higher depreciation. Key subsidiary Aeroflex Industries (66.99% stake) forayed into liquid cooling solutions for data centers and AI infrastructure, signing a long-term supply deal with a US-listed corporation (~$70B market cap) and raising ₹55 Cr via preferential issue to scale capacity to 15,000 units/year by June 2026. MRO (now 64% stake) delivered 83.31% YoY income growth and 89.75% EBITDA growth, boosted by the acquisitions of Madhura Compressors and ABP Impex Portugal (51% each). The company also made 5 new startup investments in 9M FY26, taking the portfolio to 166 investments across 35+ sectors.
Q3 shows accelerating momentum in core subsidiaries and a promising new AI data-center cooling vertical, but 9M PAT decline and shrinking margins warrant caution. Aggressive acquisitions and capacity build-out signal a growth-focused strategy that could reward long-term investors if execution and margin recovery hold up.