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AEROFLEXNSEAeroflex Industries Limited· Industrial ProductsMediumNeutral
Announced Mon, 3 Nov, 2025 · 17:17 IST

Aeroflex Industries Limited has informed the Exchange about Transcript

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDFExplain this filing

AEROFLEX · price

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

Price reactionminutes from the announcement price · days from the prior close
-4.1%Reaction day
₹190.10
prior close
₹190.90
announcement price
After-mkt
timing
Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.8%-3.3% vs market
Iron & Steel Products peers, median of 95sector-1.2%-2.9% vs sector

On the reaction day the stock moved 3.3 pts less than Nifty Microcap 250 and 2.9 pts less than its Iron & Steel Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-1.2
10m
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15m
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30m
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Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
-4.1-0.8-3.3-1.2-2.9
Next day
-5.5-2.4-3.1-3.0-2.5
2d
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3d
-1.9-2.4+0.5-3.2+1.3
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5d
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1w
-0.9-1.9+1.0-3.0+2.1
15d
-3.6-3.3-0.3-5.3+1.7
1m
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2m
+5.1-4.9+10.0-6.7+11.8
3m
-1.1-8.2+7.1-10.2+9.2
UpDownMarket · Nifty Microcap 250Sector · Iron & Steel Products peers, median of 95Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

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.

Likely market impact

Strong quarterly results with record margins and clear visibility on growth drivers (liquid cooling, Hyd-Air, bellows expansion) are positive for the stock. Margin guidance of 21-22% suggests slight normalization from the Q2 peak, but the multi-year growth outlook and resilience to US tariffs support a constructive view for shareholders.