The Transcript of Investor's Conference call held on Wednesday, 06th May, 2026 for Q4 and FY26 Results.
AEROFLEX · price
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Aeroflex Industries reported its highest ever quarterly and yearly performance for FY26. Q4 FY26 revenue was INR126.5 crores (38% YoY growth), EBITDA at INR30 crores (59% growth) with margin of 23.86%, and PAT of INR17.6 crores. Full year FY26 revenue stood at INR443.3 crores with EBITDA of INR99.7 crores (22.6% margin). The company recommended a dividend of INR0.40 per share. New liquid cooling skid assemblies business contributed INR21.2 crores from 617 units in 4 months, accounting for 5% of total sales. The company is scaling skid capacity from 2,000 to 15,000 units per annum, targeting 60-70% utilization by March 2027. Management expects skid assemblies to contribute 20-22% of total business in FY27. Hyd-Air subsidiary generated INR31.64 crores revenue. Management targets EBITDA margins to reach 25% over the next 2-3 years. There is an INR40 crore income tax demand pending appeal related to FY2017-18 bank loan waiver.
Strong operational performance with margin expansion driven by improved product mix and new high-value skid assemblies business. The company's entry into data center liquid cooling solutions positions it for significant growth as AI infrastructure demand accelerates. Capacity expansion plans and margin guidance indicate positive outlook for FY27.