AERONEUNSEAeroflex Neu LimitedHighNeutral
Announced Tue, 4 Nov · 17:24 IST

Aeroflex Neu Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Pat Growth 25pctEbitda Margin ExpansionNegative Operating CashflowResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Aeroflex Neu Limited (formerly Sah Polymers) submitted Q2 FY26 and H1 FY26 results to the exchanges on November 4, 2025. Consolidated revenue from operations came in at ₹3,452.21 lakhs for Q2 (vs ₹3,390.86 lakhs in Q2 FY25) and ₹6,422.09 lakhs for H1 FY26 (vs ₹6,301.69 lakhs in H1 FY25), broadly flat year-on-year. Profit after tax surged sharply — Q2 PAT jumped to ₹106.88 lakhs (vs ₹26.77 lakhs, up ~299%) and H1 PAT rose to ₹188.03 lakhs (vs ₹56.37 lakhs, up ~234%), driven by lower raw material and finance costs and margin expansion. Standalone results were mixed — H1 revenue declined ~7% YoY to ₹5,162.70 lakhs, but standalone PAT more than doubled to ₹132.09 lakhs. Auditor HR Jain & Co issued a clean (unmodified) limited review report with no qualifications or emphasis of matter. Operating cash flow remained negative at ₹(336.63) lakhs on a consolidated basis, though improved from ₹(477.72) lakhs in H1 FY25. The company also received ₹1,620 lakhs as 25% upfront money against 72 lakh share warrants allotted in July 2025 at ₹90 per warrant.

Likely market impact

Strong profit growth driven by cost optimisation and lower interest costs should be viewed positively by shareholders, even as top-line growth stays muted. The negative operating cash flow remains a watchpoint despite year-on-year improvement, and the warrant-driven capital infusion strengthens the balance sheet.