एअरोफ्लेक्स इंडस्ट्रीज शेअर प्राईस

Conference Call with Aeroflex Industries Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

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Iron & Steel Products company Aeroflex Industries announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Total Income for Q4FY26 stood at Rs 126.46 crore, representing a YoY growth of 38% compared to Rs 91.81 crore in Q4FY25 and a QoQ growth of 4.41% from Rs 121.12 crore in Q3FY26. Revenue from Operations was Rs 125.84 crore in Q4FY26, up 37.24% YoY from Rs 91.69 crore and up 4.09% QoQ from Rs 120.89 crore in Q3FY26. EBITDA reached Rs 30.03 crore in Q4FY26, marking a YoY increase of 59% (from Rs 18.89 crore) and a QoQ increase of 5.92% (from Rs 28.35 crore). EBITDA Margin for the quarter improved to 23.86%, up by 326 bps YoY and 41 bps QoQ. Profit After Tax (PAT) for Q4FY26 was Rs 17.64 crore, reflecting a YoY growth of 57% from Rs 11.23 crore and a QoQ growth of 6.93% from Rs 16.49 crore. Cash Profit stood at Rs 25.42 crore, up 67% YoY from Rs 15.19 crore and up 11.75% QoQ from Rs 22.75 crore. Earnings Per Share (EPS) for the quarter was Rs 1.36, compared to Rs 0.87 in Q4FY25 and Rs 1.28 in Q3FY26. FY26 Financial Highlights: Total Income for the full year FY26 grew by 17.04% to Rs 443.29 crore compared to Rs 378.76 crore in FY25. Revenue from Operations for FY26 stood at Rs 441.94 crore, up from Rs 376.23 crore in the previous year. Full-year EBITDA was Rs 99.74 crore, a 26% YoY increase from Rs 79.05 crore in FY25. EBITDA Margin for FY26 increased by 156 bps to 22.57%. Profit After Tax (PAT) for FY26 stood at Rs 55.53 crore, representing a growth of 6% compared to Rs 52.51 crore in FY25. Cash Profit for the year was Rs 81.60 crore, a YoY growth of 28% from Rs 63.78 crore. Balance Sheet and Cash Flow Positions: Total Equity as of March 31, 2026, was Rs 447.27 crore compared to Rs 342.42 crore as of March 31, 2025. Total Assets grew to Rs 565.02 crore as of March 31, 2026, from Rs 426.55 crore in the previous year. The company maintained a robust debt-free balance sheet, with Cash and Cash Equivalents standing near Rs 70 crore as of March 31, 2026. Net Cash from Operating Activities for FY26 was Rs 65.84 crore, compared to Rs 26.58 crore in FY25. Business Highlights Segment-wise Performance (Product Mix): In Q4FY26, SS Flexible Hoses with & without Braiding accounted for 50% of the product segment, followed by Assemblies & Others at 34%, and SFN Skid Assemblies at 16%. For the full year FY26, the mix comprised SS Flexible Hoses (52%), Assemblies & Others (43%), and SFN Skid Assemblies (5%). Geographical Split and Market Mix: The Export to Domestic mix in Q4FY26 was 60% Exports and 40% Domestic. For FY26, the mix stood at 69% Exports and 31% Domestic. Geographical split of exports in Q4FY26 was led by the Americas (North + South) at 60%, Europe at 29%, Asia at 8%, and Africa at 3%. Operational Developments: The company made a successful entry into skid assemblies for high-performance liquid cooling applications, widely used in data center and AI infrastructure. Sold 571 SFN skid assemblies in Q4FY26 with a total value of Rs 18.9 crore at an average price of Rs 3,31,763 per skid. Hyd-Air recorded a strong 50% YoY growth, reflecting improved operational performance. Capacity Expansion: Skid assembly capacity was increased to 6,000 skids per annum in Q4FY26, with plans to scale up to 15,000 skids per annum by Q2FY27. Stainless Steel (SS) flexible hoses capacity reached 17.5 million meters per annum, with a planned expansion to 20 million meters by Q2FY27. Added 2 robotic welding lines in Q4FY26, bringing the total to 4, with 2 more planned for Q2FY27. Dividend: The company declared a final dividend of 20% i.e. Rs 0.40 per Equity share of Rs 2/- each. Asad Daud, Managing Director, said: “We are pleased to report that the Company has delivered its highest-ever quarterly and yearly performance across all metrics, continuing growth momentum from preceding year. This performance underscores the resilience of the business, the collective efforts of the team in timely execution and operational excellence despite global headwinds. On a full-year basis, the Company reported a strong EBITDA of approx. Rs 100 crore, registering a 26% YoY growth, while cash profit stood at Rs 82 crore, up 28% YoY, reflecting robust cash generation and improved operational efficiency. The Company’s core business of hose and assemblies continues to demonstrate steady growth, supported by strong demand across end-user industries and its established global customer relationships. FY26 has been a landmark year, marked by the Company’s successful entry into skid assemblies and advanced flow control solutions for high-performance liquid cooling applications which is widely used in the data center and AI infrastructure. To support this growth opportunity, the Company has expanded its skid assembly capacity to 6,000 skids, with plans to scale up to 15,000 skids by Q2FY27. The Company also showcased its comprehensive portfolio of advanced flexible flow solutions at the Data Center World (Washington, USA), reinforcing its strategic focus on next-generation thermal management technologies for global markets. We also continue to invest in automation and advanced manufacturing capabilities and have added 2 robotic welding lines in Q4FY26 and are on track to set up an automatic welding station & annealing plant by Dec-26. With a resilient and cash-generative core business, strong engineering capabilities, and a growing presence in new age industries, the Company is well-positioned to sustain its growth momentum and well-prepared to capture long term growth opportunities.” Result PDF

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Iron & Steel Products company Aeroflex Industries announced Q3FY26 results Revenue: Rs 120.89 crore against Rs 99.8 crore during Q3FY25, change 21%. EBITDA: Rs 28.58 crore against Rs 22.27 crore during Q3FY25, change 28%. EBITDA Margin: 23.59% for Q3FY26. PBT: Rs 22.08 crore against Rs 19.67 crore during Q3FY25, change 12%. PBT Margin: 13.62% for Q3FY26. PAT: Rs 22.75 crore against Rs 17.72 crore during Q3FY25, change 28%. PAT Margin: 18.78% for Q3FY26. EPS: 1.28 for Q3FY26. Asad Daud, Managing Director, said: “Q3FY26 was a strong quarter for the Company, with the delivery of its highest-ever quarterly revenue, driven by improved product mix and a growing contribution from value-added solutions. Export performance remained robust despite tariff pressures, with growth of 30% on a YoY basis, reflecting the strength of customer relationships, pricing discipline, and execution capabilities. During the quarter, the Company expanded into the high-growth data centre and AI infrastructure segment, including skid assemblies and advanced flow control components for high-performance liquidcooling applications. The first commercial dispatch during the quarter marks a meaningful step in diversifying the product portfolio and establishes a platform for repeat orders in mission-critical applications. To support demand and scale operations efficiently, the Company is expanding liquid cooling skid assembly capacity to 15,000 units per annum by June 2026 and investing in automation and advanced manufacturing, including robotic welding and a new annealing facility targeted for commissioning by December 2026. These initiatives are expected to enhance throughput, consistency, and margins across both new and existing product lines. With a strong and cash-generative business, deep engineering expertise, and growing exposure to global data centre and AI infrastructure markets, the Company is well positioned to deliver sustainable growth and continue compounding long-term shareholder value.” Result PDF

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