Aeroflex Industries Limited has informed the Exchange about Transcript

Aeroflex Industries reported its highest-ever quarterly performance in Q2 FY26, with total income of INR111 crores (up 16% YoY, 31% QoQ), EBITDA of INR26 crores (up 23% YoY, 65% QoQ), and a record EBITDA margin of 23.5%. Profit after tax stood at INR14.23 crores while cash PAT grew 26% YoY to INR20.33 crores. For H1 FY26, revenue was INR195.72 crores with EBITDA margin of 21.7%. Management guided full-year FY26 EBITDA margins in the 21-22% range. Despite 50% US tariffs, the company received zero order cancellations, though INR5-6 crores of shipments were deferred from Q2 to Q3. Subsidiary Hyd-Air contributed INR9 crores in Q2 and INR15 crores in H1, with plans for further capacity expansion. Liquid cooling business received a second order from a US data center customer, taking total orders to ~INR16 crores, with execution starting in Q3 FY26. Capex of INR77 crores for hose and miniature metal bellows expansion is on track for completion by March 2026, with peak revenue potential of INR650-670 crores from hoses and INR25-30 crores from bellows. Management indicated mid-to-high teens revenue growth is achievable over the next 4-5 years.