Aeroflex Industries Limited has informed the Exchange about Transcript
AEROFLEX · price
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Aeroflex Industries reported FY25 total income of INR379 crores, up 18% year-on-year, with EBITDA of INR82 crores (24% growth) and EBITDA margin of 21.5%. Profit after tax rose 26% to INR52 crores, with PAT margin at ~14%. The company declared a final dividend of 15% (INR0.30 per share) and remains debt-free with ROCE of ~24% and ROE of ~16.5%. The high-value assembly segment now contributes over 50% of total sales, exceeding the internal target. Management guided FY26 EBITDA growth of ~25% with at least 100 basis points margin expansion. A INR400 crore QIP was approved, with most proceeds earmarked for inorganic acquisitions, including a potential US presence. The metal bellows project is underway with peak revenue potential of INR85-90 crores, and miniature metal bellows could add INR25-30 crores at full capacity. Capacity expansion to 20 million meters is targeted by FY26 end.
Strong FY25 results with 25%+ growth in profitability and clear forward guidance of 25% EBITDA growth plus 100 bps margin expansion for FY26 signal continued earnings momentum. The shift toward value-added assemblies (>50% of sales) and entry into AI data center cooling solutions offer new growth levers, while the planned QIP-funded acquisitions could be a key catalyst. Shareholders can expect healthy profitability growth, though near-term US tariff impact (raised from 3.5% to 10%) remains a watchpoint.