Transcript of the Investor''s Conference call held on Wednesday, May 06, 2026, for Q4 & FY26 Results.
AEROFLEX · price
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Aeroflex Industries reported record FY26 performance with total income of INR443.3 crores (17% YoY) and EBITDA of INR99.7 crores (22.6% margin, up 26%). Q4 standalone saw strong growth with income of INR126.5 crores (38% YoY), EBITDA of INR30 crores (23.86% margin, up 326 bps), and PAT of INR17.6 crores (57% YoY). The new skid assemblies segment contributed ~INR21.2 crores (5% of revenue) from 617 units. The company recommended 20% dividend (INR0.40/share). Capacity expansion is underway with skid capacity being scaled from 2,000 to 6,000 to 15,000 units per annum, targeting 60-70% utilization by March 2027. Hyd-Air contributed INR31.64 crores and metal bellows INR8 crores in FY26.
Strong execution and margin expansion demonstrate operational leverage. New data center liquid cooling segment is gaining traction with clear growth path (targeting 20-22% contribution in FY27) and capacity expansion signals management confidence in order pipeline.