AEROENTERNSEAeroflex Enterprises LimitedMediumNeutral
Announced Wed, 13 May · 19:17 IST

Aeroflex Enterprises Limited has informed the Exchange about Investor Presentation

Promoter Disclosed Acquisition PlansInvestor Communications View source PDF

AEROENTER · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+0.0%1-day move
₹102.15
prior close
₹106.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-1.4-1.4-2.9+0.0-0.5-1.7-2.9-4.5-4.5-0.9+8.4+18.1
Up moveDown movePending
AI summary

Aeroflex Enterprises Limited reported record consolidated performance for FY26 with total income of ₹726.10 crore (up 19.80% YoY), EBITDA of ₹149.81 crore (20.63% margin), and PAT of ₹85.33 crore (up 5.70% YoY). The company achieved 5-year CAGRs of 29% (revenue), 42% (EBITDA), and 55% (PAT). Key developments include Aeroflex Industries' strategic entry into liquid cooling solutions for data centers by signing a long-term contract with a listed US corporation (market cap ~USD 141 billion). The company also completed the sale of its 68% stake in MRO to Ingersoll-Rand for ₹227.42 crore on April 30, 2026, generating ~107% XIRR over ~21 months. Its startup investment portfolio expanded to 168 investments with 3 profitable exits in FY26 (Pee Safe at 9.39x, PensionBox at 1.2x, EMO Energy at 9.28x).

Likely market impact

Strong FY26 results with margin expansion and successful MRO exit validate the company's incubator model. New liquid cooling contracts position Aeroflex Industries in the high-growth AI infrastructure ecosystem, potentially boosting subsidiary valuations.