AEROFLEXNSEAeroflex Industries LimitedMediumPositive
Announced Wed, 1 Apr · 11:52 IST

Capacity Expansion Update Increase in Capacity of Liquid Cooling SFN Skids assemblies .

Capex & Operations View source PDF

AEROFLEX · price

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Price reaction · full curve 14 horizons · vs prior close
+5.7%1-day move
₹238.91
prior close
₹249.27
base price
In-mkt
timing
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AI summary

Aeroflex Industries has tripled its capacity for liquid cooling SFN skid assemblies from 2,000 to 6,000 pieces per year, effective 1st April 2026, with production already commenced. The company plans a further expansion to 15,000 pieces per year by June/July 2026. The SFN skid assemblies are being deployed across multiple data centers. In Q4 FY 2025-26, the company sold 571 pieces of these assemblies. This is a continuation of the expansion plan first announced in December 2025.

Likely market impact

The 3x capacity ramp-up signals strong demand for data centre cooling solutions and positions the company to significantly scale revenue. Investors should monitor quarterly sales growth against the expanded capacity to gauge execution quality.