Investor presentation for the quarter and year ended March 31, 2026
AEROFLEX · price
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Aeroflex Industries delivered its highest-ever quarterly and yearly performance in FY26. Q4FY26 revenue grew 38% YoY to Rs. 126.46 Cr, while full-year revenue rose 17% to Rs. 443.29 Cr. EBITDA for FY26 reached Rs. 99.74 Cr (up 26% YoY) with margins expanding 156 bps to 22.57%. The company posted PAT of Rs. 55.53 Cr (up 6% YoY) and cash profit of Rs. 81.60 Cr (up 28% YoY). The new SFN skid assembly business for data center liquid cooling showed strong traction, growing from 46 skids in Q3FY26 to 571 skids in Q4FY26, contributing Rs. 21.2 Cr for the full year. Capacity expansion is underway with plans to scale skid assembly capacity from 6,000 to 15,000 units by Q2FY27. The company declared a final dividend of 20% (Rs. 0.40 per share).
Strong margin expansion and the rapid scaling of the high-margin skid assembly business indicate improving profitability. The company is well-positioned in the fast-growing data center liquid cooling market while maintaining a debt-free balance sheet with ~Rs. 70 Cr cash reserves.