Investor Presentation for the quarter and financial year ended March 31, 2026
AEROENTER · price
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Aeroflex Enterprises reported record FY26 performance with consolidated total income of ₹726.10 Cr (up 19.8% YoY), EBITDA of ₹149.81 Cr (20.63% margin), and PAT of ₹85.33 Cr (up 5.7% YoY). Q4 FY26 was particularly strong with total income of ₹207.24 Cr (up 24.4%) and PAT of ₹25.67 Cr (up 38.7%). The company completed the sale of its 68% stake in M.R. Organisation to Ingersoll-Rand Industrial US, Inc. for ₹227.42 Cr on April 30, 2026, achieving ~107% XIRR over ~21 months. Aeroflex Industries made a strategic entry into liquid cooling solutions for data centers, signing a long-term contract with a listed U.S. corporation (market cap ~USD 141 Bn) and expanding skid assembly capacity to 6,000 units with plans to scale to 15,000 by Q2FY27. The startup investment portfolio expanded to 168 investments with notable exits including Pee Safe (9.39x multiple in ~8 years) and PensionBox (1.2x in ~3 years).
Strong consolidated performance with margin stability and successful MRO exit validates the company's value-creation model. New liquid cooling contract provides revenue visibility for the engineering segment. The divestment of MRO will require monitoring impact on consolidated revenue going forward.