Aeroflex Industries Q4FY26 Results: Newspaper Ad Published, Record Performance Confirmed
Aeroflex Industries published newspaper advertisements on May 07, 2026, for its audited Q4FY26 and FY26 financial results, confirming record performance with consolidated net profit up 57% YoY to Rs. 17.64 Crs, revenue up 38% to Rs. 125.84 Crs, and EBITDA up 59% to Rs. 30.03 Crs in Q4FY26. For FY26, total income reached Rs. 443.29 Crs with EBITDA of Rs. 99.74 Crs. The company also issued 30,10,398 equity shares aggregating Rs. 5,500 lakhs and recommended a final dividend of Rs. 0.40 per share.

*this image is generated using AI for illustrative purposes only.
Aeroflex Industries Limited has published newspaper advertisements for the extract of its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, in compliance with Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The advertisements were published on May 07, 2026, in The Free Press Journal (English) and Navshakti (Marathi). This follows the Board's approval of the audited financial results on May 5, 2026, which revealed the highest-ever quarterly and yearly financial performance, and the subsequent upload of the audio recording of the investors' conference call held on May 6, 2026, to the company's website.
Record Financial Performance
The company reported strong across-the-board improvements in revenue, profitability, and cash generation. Consolidated net profit for Q4FY26 stood at Rs. 17.64 Crs, a 57% increase from the year-ago period. Revenue from operations for the quarter rose 38% year-on-year to Rs. 125.84 Crs, while EBITDA grew 59% to Rs. 30.03 Crs. The EBITDA margin expanded by 326 basis points to 23.86%. For the full year FY26, total income reached Rs. 443.29 Crs, a 17% increase, with an EBITDA of Rs. 99.74 Crs.
| Particulars (Rs. in Crs): | Q4FY26 | YoY Growth (%) | FY26 | YoY Growth (%) |
|---|---|---|---|---|
| Total Income: | 126.46 | 38% | 443.29 | 17% |
| EBITDA: | 30.03 | 59% | 99.74 | 26% |
| EBITDA Margin: | 23.86% | 326 bps | 22.57% | 156 bps |
| Profit After Tax: | 17.64 | 57% | 55.53 | 6% |
Consolidated Financial Results Extract
The newspaper advertisement published the extract of the audited consolidated financial results as approved by the Board of Directors at its meeting held on May 5, 2026. The statutory auditors issued a report with an unmodified opinion on the results. The key consolidated figures are presented below (Rs. in lakhs):
| Particulars: | Q4FY26 (Unaudited) | Q3FY26 (Unaudited) | Q4FY25 (Unaudited) | FY26 (Audited) | FY25 (Audited) |
|---|---|---|---|---|---|
| Total Income from Operations: | 12,645.77 | 12,111.64 | 9,181.38 | 44,329.42 | 37,876.24 |
| Net Profit before Tax & Exceptional Items: | 2,257.62 | 2,208.36 | 1,492.33 | 7,408.38 | 6,994.81 |
| Net Profit after Tax & Exceptional Items: | 1,763.50 | 1,649.14 | 1,123.19 | 5,552.70 | 5,250.76 |
| Equity Share Capital: | 2,646.62 | 2,586.41 | 2,586.41 | 2,646.62 | 2,586.41 |
| Reserves (excl. Revaluation Reserve): | 0.00 | 0.00 | 0.00 | 42,080.73 | 31,655.22 |
| Basic EPS (Rs. 2/- each): | 1.36 | 1.28 | 0.87 | 4.28 | 4.06 |
| Diluted EPS (Rs. 2/- each): | 1.36 | 1.28 | 0.87 | 4.28 | 4.06 |
Standalone Financial Results Extract
The standalone financial results for the quarter and year ended March 31, 2026, were also summarised in the advertisement. The key standalone figures are presented below (Rs. in lakhs):
| Particulars: | Q4FY26 (Unaudited) | Q3FY26 (Unaudited) | Q4FY25 (Unaudited) | FY26 (Audited) | FY25 (Audited) |
|---|---|---|---|---|---|
| Revenue from Operations: | 11,881.72 | 11,271.22 | 9,423.33 | 41,247.20 | 37,290.45 |
| Profit/(Loss) before Tax: | 2,252.21 | 2,207.00 | 1,465.13 | 7,397.67 | 6,913.85 |
| Profit/(Loss) after Tax: | 1,768.66 | 1,632.22 | 1,111.00 | 5,528.22 | 5,189.81 |
| Total Comprehensive Income: | 1,768.66 | 1,632.22 | 1,111.00 | 5,528.22 | 5,189.81 |
Operational Highlights and Expansion
FY26 marked Aeroflex Industries' successful entry into the liquid cooling skid assembly segment for data center infrastructure. The company sold 617 skids in FY26, with the majority of volumes concentrated in Q4FY26. To support this growth, skid assembly capacity was expanded from 2,000 units in December 2025 to 6,000 units per annum by March 2026. Additionally, the company added 2 robotic welding lines in Q4FY26 and expanded SS Flexible Hoses capacity to 17.5 million meters per annum.
Financial Health, Equity Issuance, and Dividend
The company issued 30,10,398 equity shares of Rs. 2/- each at a price of Rs. 182.70 per share, including a premium of Rs. 180.70 per share, aggregating to Rs. 5,500 lakhs. The board recommended a final dividend of Rs. 0.40 (20%) per equity share of Rs. 2/- each for FY26, amounting to Rs. 529.32 lakhs, subject to shareholder approval at the Annual General Meeting. On the balance sheet front, consolidated total assets stood at Rs. 56,501.58 lakhs as of March 31, 2026, compared to Rs. 42,655.11 lakhs in the previous year. Net cash from operating activities improved significantly to Rs. 6,583.64 lakhs in FY26 from Rs. 2,658.39 lakhs in FY25, reflecting robust cash generation.
Source: None/Company/INE024001021/5b678ba8-dd28-48da-ab12-20a8964c3dc7.pdf
Historical Stock Returns for Aeroflex Industries
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +19.99% | +35.53% | +62.10% | +129.50% | +155.25% | +153.35% |
Given Aeroflex's rapid expansion of liquid cooling skid capacity to 6,000 units per annum, how might intensifying competition from established data center infrastructure players impact its pricing power and margin sustainability in FY27?
With net cash from operations more than doubling to Rs. 6,583 crores in FY26, how is Aeroflex likely to deploy this capital — through further capacity expansion, acquisitions, or enhanced shareholder returns — to sustain its growth trajectory?
As hyperscaler capex cycles and AI-driven data center buildouts continue to evolve globally, what is the risk of demand concentration for Aeroflex's liquid cooling skid segment if key customers delay or reduce infrastructure spending?


































